Proposal Workflow
Plan, assign, track and prove your work from capture to submission, and see your pipeline's value at every stage.
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15+ years in sensitive, high-stakes bids. Now with AI doing the jobs AI is actually good at.
A proposal has many moving parts and many people, and rarely does anyone see the whole picture. Who owns what. What's stuck. What's about to slip. Which bids are worth the effort.
Proposal Management gives you that picture across every bid, and the controls to act on it.
Know what your pipeline is worth, stage by stage
The dashboard rolls up proposal value by stage. See total value and how many bids sit at each stage, so leadership knows where revenue is and where it's stalling.
See who leads each bid, how many sections each person carries, how complete they are, and what's due next.
Won and lost bids move to the archive with their outcome and value, showing how your pipeline turns into wins.
Built on your stages, in the view your team prefers
Initiated. In progress. Pink team. Red team. Gold team. Submitted. Or whatever your process looks like. Define your stages once and every proposal follows them.
Then pick the view that suits the moment.
Move proposals through stages and spot anything stalled in a column.
Search, sort and scan every proposal by agency, due date, owner and stage. Export to CSV when needed.
See start dates and deadlines over time, and plan capacity before bids collide.
Ownership at a glance
Pricing, the technical volume and compliance review are often handled by different people at different times. Assign a lead to each proposal and an owner to each section, so everyone knows what's theirs.
Bottlenecks surface before they become problems
Spot a section stuck in one stage for a week, not on submission day. Then act on it.
Track what matters to your team
Every team tracks something no template anticipated. Add your own fields to opportunities, proposals and contracts, in nine field types.
Export to Excel or CSV when leadership wants the numbers.
A complete record of who did what, and when
The activity log records every assignment, upload, edit, AI query and archive, with the person, the item and the time.
Search and filter it to answer "who touched this?" in seconds.
Connected to the full workflow
Shred, compliance matrix, outline, writing, readability and watchword checks all sit in one environment, with the same workspace permissions and the same audit trail. Visi, the AI assistant, answers questions about the report you have open, with citations.
The audit trail matters more than it sounds. In sensitive bids, you must prove how the work was done, who touched it, and that it's compliant.
Full auditability.
By design.