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Organize evidence by business line

Use business lines to describe distinct service areas and connect relevant evidence.

Use business lines to describe distinct service areas and connect relevant evidence. Keep company-wide facts in the company profile and service-specific positioning in each business line.

Create a business line

Open Business Lines and select New Business Line. Enter a clear name and description, then select Create Business Line. If you do not see New Business Line, your role does not allow it.

Build its profile

Select Edit Profile on the line's card and record its Overview, Key Capabilities and Differentiators in the fields provided, then select Save Profile. Generate with AI drafts a profile from the line's linked assets, so add assets first. Review every generated claim and correct it before use. Profile Completion measures filled information, not the truth or strength of that information.

Link assets

Open an asset and use + Add in its Business Lines section to add the appropriate line. Remove an incorrect link when the evidence no longer applies. An asset can support more than one service area, but each link should have a clear reason. During proposal configuration, check the chosen business line and the actual evidence selected for the response.

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Organize evidence by business line | ProposalForge