Platform Feature Reference

Purpose of this file

This file is the single source of truth for the Help Center and AI help bot knowledge.

If a feature changes, update this file first.

Bot response style rules

When this file is used by an AI help bot, follow these rules:

1. Use clear, human, conversational English.
2. Keep answers practical and direct.
3. Do not use markdown emphasis symbols like * unless the user explicitly asks for markdown formatting.
4. Do not use em dashes unless the user explicitly asks for them.
5. Use plain hyphens for lists when needed.
6. If a feature is unavailable for the user plan, say that clearly and suggest an upgrade path.

Core navigation and workspace

Dashboard overview

What it does:
Gives a live snapshot of active RFPs, proposals in progress, deadlines, win rate, and recent activity.

How to use:

1. Open Dashboard from the left navigation.
2. Review quick action cards to start work fast.
3. Use the stat cards to jump directly into RFPs, proposals, assets, templates, and team pages.

Global search and keyboard shortcuts

What it does:
Lets users search records quickly and open results without leaving the current page.

How to use:

1. Press Ctrl/Cmd + K anywhere in the dashboard.
2. Type a search phrase.
3. Select the result to open the related record.

Contextual Help panel

What it does:
Shows searchable help links based on the page the user is currently on.

How to use:

1. Click the floating Help button in the dashboard.
2. Search by keyword or use related articles.
3. Open full Help Center pages for detailed guidance.

RFP features

RFP upload

What it does:
Uploads one or more RFP files and creates an RFP record.

How to use:

1. Go to RFPs.
2. Select Upload RFP.
3. Add PDF or Word files and confirm upload.

AI RFP analysis

What it does:
Extracts requirements, key dates, evaluation criteria, deliverables, and risk signals.

How to use:

1. Open an uploaded RFP.
2. Run or review the AI analysis.
3. Confirm extracted data before proposal generation.

Requirement extraction and tracking

What it does:
Creates structured requirement records from the RFP for response tracking.

How to use:

1. Open the RFP detail page.
2. Review requirement list and statuses.
3. Use requirement links while drafting proposal sections.

Go or No-Go decision support

What it does:
Provides structured decision support to determine if the opportunity should be pursued.

How to use:

1. Open an analyzed RFP.
2. Review alignment, risks, and effort estimate.
3. Set decision status to Go, No-Go, or in-progress review.

Government RFP feed

What it does:
Surfaces government opportunities and import options for pipeline building.

How to use:

1. Open Government RFPs.
2. Filter opportunities.
3. Import qualified opportunities into your working pipeline.

Add supporting RFP documents

What it does:
Allows additional supporting files to be attached after initial upload.

How to use:

1. Open an existing RFP.
2. Choose Add Documents.
3. Upload addenda, appendices, or revised instructions.

Proposal features

Proposal generation wizard

What it does:
Guides teams through setup, section planning, assets, pricing, and strategy before generation.

How to use:

1. Open Proposals and select Generate.
2. Complete each setup step.
3. Generate section drafts.

AI section generation

What it does:
Builds proposal sections from RFP context, business profile, templates, and assets.

How to use:

1. Open a proposal section.
2. Select Generate.
3. Review output and refine before approval.

Section editor and organization

What it does:
Supports section creation, reordering, editing, and structure control.

How to use:

1. Open proposal editor.
2. Add or rename sections.
3. Drag and drop to reorder and keep flow aligned to submission requirements.

AI text refinement modes

What it does:
Refines text using modes like improve, simplify, shorten, expand, persuasive, technical, and executive.

How to use:

1. Select section text or use section refine actions.
2. Choose a refinement mode.
3. Compare output and apply accepted version.

Requirement response mapping

What it does:
Maps each RFP requirement to a proposal response for compliance tracking.

How to use:

1. Open Requirements inside a proposal.
2. Link requirements to sections.
3. Mark completion and track unresolved items.

Comments and collaboration on sections

What it does:
Allows team members to comment, resolve, and reopen discussion threads per section.

How to use:

1. Open a section.
2. Add comments on specific content.
3. Resolve or reopen comments during review cycles.

Version history and restore

What it does:
Stores proposal versions and allows rollback to a prior version.

How to use:

1. Open proposal version history.
2. Compare version snapshots.
3. Restore a previous version if needed.

Quality gate scoring

What it does:
Checks quality and readiness signals before final export or submission.

How to use:

1. Run Quality Gate from the proposal view.
2. Address flagged issues.
3. Re-run until acceptable.

Team matching

What it does:
Matches team members and assets to requirement needs.

How to use:

1. Open team matching from proposal or wizard flow.
2. Review suggested contributors.
3. Assign contributors and confirm coverage.

Pricing estimator

What it does:
Helps build pricing ranges and structured estimates for proposal pricing sections.

How to use:

1. Open pricing tools from proposal flow.
2. Enter assumptions and labor details.
3. Use output in pricing section and final review.

Proposal pipeline tracking

What it does:
Tracks proposal status from draft to submitted, won, or lost.

How to use:

1. Open proposal pipeline view.
2. Update stage as work progresses.
3. Use filters for active and late-stage opportunities.

Outcome analysis and win-loss insights

What it does:
Captures final outcome and generates insights to improve future bids.

How to use:

1. After decision, open outcome analysis.
2. Mark won or lost with notes.
3. Review generated insights and reuse recommendations.

Export options

What it does:
Exports polished documents in multiple formats.

How to use:

1. Open proposal export menu.
2. Choose standard export, enhanced export, premium export, PDF, or DOCX.
3. Download and run final compliance check before submission.

Asset library features

Asset upload and parsing

What it does:
Stores and analyzes organizational knowledge assets for reuse.

How to use:

1. Open Assets.
2. Upload files such as CVs, project sheets, certificates, and boilerplate documents.
3. Confirm parsed metadata and tags.

Asset types and categorization

What it does:
Supports major asset classes and structured categorization.

How to use:

1. Choose the correct asset type on upload.
2. Assign categories and business lines.
3. Save for retrieval in proposal generation.

Asset detail management

What it does:
Lets users edit metadata, associations, and quality of each asset.

How to use:

1. Open an asset detail page.
2. Update metadata and tags.
3. Save and re-run analysis if source text changes.

Asset to business line linking

What it does:
Associates assets to one or more business lines for precise retrieval.

How to use:

1. Open asset business line settings.
2. Select linked business lines.
3. Save and verify in filtered asset views.

Template features

Template management

What it does:
Creates reusable proposal structures and styling patterns.

How to use:

1. Open Templates.
2. Create or upload a template.
3. Set default structure and naming.

Template variable system

What it does:
Defines placeholders that auto-fill with proposal, organization, or project data.

How to use:

1. Open template variables.
2. Add variable keys and descriptions.
3. Test render using a sample proposal.

Template analysis

What it does:
Analyzes uploaded templates and maps recognized sections/fields.

How to use:

1. Upload a template file.
2. Run analysis.
3. Correct section mappings as needed.

Template marketplace

What it does:
Provides ready-to-use template options for common proposal scenarios.

How to use:

1. Open template marketplace.
2. Preview available templates.
3. Import and customize for your organization.

Table section templates

What it does:
Supports reusable table formats in proposal sections.

How to use:

1. Open table template settings.
2. Configure columns and layout.
3. Apply in sections requiring structured tabular output.

Team and collaboration features

Team invitations

What it does:
Invites users to the organization with role-based access.

How to use:

1. Open Team.
2. Send invitation email.
3. Assign role at invite time.

Roles and permissions

What it does:
Controls what users can view, edit, approve, and administer.

How to use:

1. Open team member record.
2. Set role and access level.
3. Save and verify expected permissions.

Approval workflows

What it does:
Provides multi-level approval gates before final submission.

How to use:

1. Open proposal workflow.
2. Assign reviewers and approval order.
3. Track approval state until final sign-off.

Notification center

What it does:
Shows in-app activity alerts for comments, assignments, and workflow events.

How to use:

1. Open notifications.
2. Read and mark items.
3. Adjust notification preferences in settings.

Presence and collaboration signals

What it does:
Shows active collaborators and collaboration context for shared sections.

How to use:

1. Open a proposal section with teammates.
2. Monitor presence indicators.
3. Coordinate edits to avoid conflicts.

Business profile and organization features

Organization profile

What it does:
Stores core company details used in generated proposal content.

How to use:

1. Open Business Profile.
2. Fill company summary, strengths, differentiators, and credentials.
3. Save and validate generated outputs.

Website profile import

What it does:
Extracts organization profile signals from company website content.

How to use:

1. Open business profile tools.
2. Run website import.
3. Review and edit imported content before saving.

Business lines

What it does:
Creates service line segmentation for assets, opportunities, and proposals.

How to use:

1. Open Business Lines.
2. Add each business line and profile.
3. Map assets and templates to each line.

Per-business-line export styling

What it does:
Configures fonts, size, and colors for exports by business line.

How to use:

1. Open settings for business line styling.
2. Set typography and color values.
3. Export a test proposal to confirm formatting.

Analytics and intelligence features

Win-loss analytics

What it does:
Tracks performance outcomes and trend data over time.

How to use:

1. Open Analytics.
2. Review win/loss trends.
3. Use trends to refine bid strategy.

AI quality analytics

What it does:
Monitors quality indicators and improvement opportunities in AI-generated content.

How to use:

1. Open AI quality analytics views.
2. Review low-scoring sections.
3. Run targeted refinements.

Team matching analytics

What it does:
Tracks assignment fit and coverage quality for proposal teams.

How to use:

1. Open team matching analytics.
2. Review fit scores and gaps.
3. Reassign as needed.

Proposal insights

What it does:
Generates proposal-level insights for performance and process improvements.

How to use:

1. Open proposal insights.
2. Review section-level and workflow-level recommendations.
3. Apply lessons to future proposals.

Opportunity intelligence features

Opportunity feed

What it does:
Aggregates discoverable opportunities into a searchable pipeline.

How to use:

1. Open Opportunities.
2. Filter by keywords, timing, and relevance.
3. Save or import high-fit opportunities.

Saved searches

What it does:
Stores repeatable search filters for opportunity monitoring.

How to use:

1. Build filters in opportunities.
2. Save search configuration.
3. Reuse saved search for weekly reviews.

Opportunity digests

What it does:
Generates periodic summaries of relevant opportunities.

How to use:

1. Configure digest settings.
2. Choose cadence and filters.
3. Review digest and import selected items.

Opportunity autopilot

What it does:
Automates parts of opportunity monitoring and triage.

How to use:

1. Open autopilot settings.
2. Set qualification rules.
3. Review autopilot suggestions before committing actions.

Growth playbooks

What it does:
Stores strategic playbooks for targeted market and bid growth.

How to use:

1. Open playbooks.
2. Add strategy patterns by segment.
3. Reuse during planning and go/no-go decisions.

Enterprise and integration features

API tokens

What it does:
Creates scoped API tokens for secure programmatic access.

How to use:

1. Open token management.
2. Create token and copy once.
3. Store securely and rotate on schedule.

API reference docs

What it does:
Provides OpenAPI-backed endpoint documentation.

How to use:

1. Open /docs.
2. Browse endpoint schemas and request examples.
3. Use with token authentication flows.

Enterprise access controls

What it does:
Adds advanced policy and access management for enterprise tenants.

How to use:

1. Open enterprise settings.
2. Configure policy rules and constraints.
3. Validate with role-based access tests.

SSO and SAML support

What it does:
Supports enterprise identity integration for single sign-on.

How to use:

1. Configure SSO provider details.
2. Validate test login.
3. Roll out to organization users.

CRM and contact sync

What it does:
Syncs contact and opportunity-related details with CRM tools.

How to use:

1. Open integrations settings.
2. Connect CRM credentials.
3. Run sync and verify mapped fields.

Billing and subscription management

What it does:
Supports checkout, billing updates, and subscription portal access.

How to use:

1. Open billing plan settings.
2. Start checkout or open billing portal.
3. Confirm active plan and limits.

Security and compliance features

Multi-factor authentication

What it does:
Adds MFA protections for sensitive account actions.

How to use:

1. Open Settings then MFA.
2. Enable MFA and verify setup.
3. Re-authenticate for privileged actions as required.

Audit logging and retention

What it does:
Captures key system and user events with retention controls.

How to use:

1. Open audit logs.
2. Filter by actor, date, and action type.
3. Export or review entries for compliance checks.

Session idle timeout

What it does:
Protects sessions by warning users and expiring inactive sessions.

How to use:

1. Stay active while editing critical records.
2. Click Stay Signed In on timeout warning if needed.

CSRF and rate-limit protections

What it does:
Protects write endpoints and AI usage from abuse.

How to use:

1. Use official app clients and API patterns.
2. Handle 429 responses with retry logic for burst traffic.

Admin features

Organization admin console

What it does:
Lets admins manage organizations, users, and administrative controls.

How to use:

1. Open admin area with privileged account.
2. Select organization or user.
3. Apply updates and verify audit traces.

Admin impersonation

What it does:
Allows approved admins to troubleshoot user context safely.

How to use:

1. Start impersonation from admin controls.
2. Reproduce reported issue.
3. End impersonation and document findings.

Blog management

What it does:
Lets super admins manage and publish blog content.

How to use:

1. Open admin blog page.
2. Create or edit post.
3. Publish after content QA.

Localization feature

English and French interface

What it does:
Supports localized UI for multilingual teams.

How to use:

1. Use language switcher in app navigation.
2. Choose English or French.
3. Confirm key workflows in selected language.

How to keep this file current

1. Update this file whenever a new feature is released or removed.
2. Keep feature names aligned with user-facing labels in the UI.
3. Add exact navigation paths for any new workflow.
4. Keep bot style rules synchronized with product communication policy.
5. Review this file in each release cycle before deployment.