Tips and Tricks

Unanet ProposalAI

Experience the future of proposal writing with Unanet ProposalAI

Introduction

This guide will walk you through what you need to get started and how to log in.

Getting Started

This guide will walk you through the entire process of drafting a winning proposal using Unanet ProposalAI, from uploading your past performance documents to finalizing your proposal.

Drafting a Proposal

Take a dive into how we secure and process your data.

Security Overview

Welcome to Unanet ProposalAI. This is your central hub for managing all aspects of your proposal writing process. Let's take a tour of the main features available to you.

Welcome

Start drafting winning proposals using Unanet ProposalAI.

This guide will take you through the process of uploading new opportunities

Adding Opportunities

As a user, you are now able to generate proposal responses to RFPs, RFQs, RFIs, and Sources Sought. Think of the platform as an engine, designed to get you end-to-end in developing the response

Overview

Step 1 - Tagging

The questions you see on the screen are the core components of the solicitation that need to be detailed in your response. This is a perfect time to involve a Subject Matter Expert (SME) to review and confirm the foundational answers to these questions.

Step 2 - Solutioning

In this step, you will be able to create the structure of the proposal, add in necessary prompts to draft the content, and to generate the content all live on the screen.

Step 3 - Outlining

In this step, the platform reviews the generated content and traces the information back to the requirement and informs that user if they have met the requirement or not. For the areas that are not met, that requirement is highlight in red. For the ones that are, you are able to see the traceability of the specific content in the draft.

Step 4 - Compliance

This is where you are able to see your generated content before exporting the document.

Step 5 - Generate

Common issues

The Library is your central hub for managing all your past performance documents, previous proposals, and other reference materials. It's designed to be a comprehensive knowledge repository that powers Unanet ProposalAI's AI-driven proposal writing process.

Uploading your past performance will allow Unanet ProposalAI to leverage your previous work for more effective proposal generation.

Welcome

How it Works

Need Help?

Product Changes

ProposalAPI

Tips and Tricks

Tips and Tricks

Welcome

How it Works

Need Help?

Product Changes

ProposalAPI

​Tips and Tricks

Tips and Tricks