Start with the RFP you intend to answer and configure the response before writing. Confirm the source, language and evidence so generation starts from the right context.
Prepare the RFP
Open the RFP and review the parsed requirements, deadline and decision. Resolve a missing source document or incomplete analysis before relying on an automatically prepared section plan.
Configure the proposal
- Select New Proposal and choose the linked RFP.
- Review the title and proposal language.
- Select the business line and suitable template where offered.
- Work through the configuration steps Strategy, Assets & Team, Pricing, Sections and Review. The steps offered can vary with the workspace and RFP; some workspaces show Canadian Content or Evidence & Resources as well.
- Check the final summary and address blocking reasons before generation.
The simpler creation form offers Link to RFP, Template (Optional), Proposed Value ($) and Language, and Create Proposal saves it. Selecting a template pre-populates sections; choosing No Template - Start Blank leaves more structure for you to prepare.
Inspect the new workspace
Open the resulting proposal and check that it references the intended RFP. Review every section and its status. A generation error may leave a valid proposal with unwritten sections; fix the stated cause and generate those sections in the workspace rather than creating duplicate proposals.