How it works
Capture client, RFP requirements, scope, and a target win theme in a short form.
AI builds executive summary, methodology, team, and budget — structured for the donor or buyer.
Refine sections inline; swap in your case studies, CVs, and pricing.
Export a branded, RFP-compliant PDF or DOCX ready for submission.
See real outputs from this workflow on the sample outputs page.
The Proposal & Bid Management module is proposal management software purpose-built for consultants responding to RFPs, EOIs, and direct client opportunities. Track every proposal from initial identification through submission, evaluation, and outcome.
The RFP response builder includes compliance checklists that map your response sections to the requirements in the terms of reference. Never miss a mandatory section or evaluation criterion. The AI flags gaps between your draft and the RFP requirements before you submit.
The proposal pipeline tracker shows your active bids at a glance: draft, submitted, under evaluation, won, and lost. Track pipeline value, expected close dates, and probability-weighted revenue forecasts. For firms managing 10+ proposals per quarter, this visibility is essential.
Win/loss analytics identify patterns in your proposal outcomes. Which sectors do you win in? What proposal sizes have the highest success rate? Are proposals with site visits more likely to convert? Data-driven insights help you focus effort on opportunities you're most likely to win.
Reusable proposal sections store your best methodology descriptions, team CVs, past performance summaries, and corporate capability statements. Build new proposals faster by assembling proven content rather than starting from blank pages.
Structured response builder with compliance checklists mapped to RFP requirements.
Track all bids from draft to outcome. Pipeline value and probability-weighted forecasts.
Analyze proposal outcomes by sector, size, and type. Identify your competitive strengths.
Map response sections to ToR requirements. AI flags gaps before submission.
Store proven methodology descriptions, team CVs, and capability statements for fast assembly.
Submission deadlines with automated reminders. Never miss an RFP closing date.