Documentation

Everything you need to
win more contracts

Comprehensive guides for mastering AI-powered proposal management across federal, state, and local government opportunities.

In short

What is ProposalWorkspace?

ProposalWorkspace is an AI proposal management platform for companies that bid on federal, state and local government contracts - small businesses, mid-size contractors, larger proposal teams and the consultants who support them. One workspace per pursuit covers the whole job: finding the opportunity, the bid/no-bid decision, capture, the compliance matrix, the outline, key personnel, drafting, color-team reviews, submission and the debrief.

What you get in one workspace

Find
The SAM.gov feed, synced daily, with daily saved-search alerts, plus state and local opportunities in the same workspace. Every opportunity is scored 0-100 against your business profile with a published formula.
Qualify and capture
A page-cited bid/no-bid worksheet, a weighted scorecard where any showstopper blocks the bid, and a capture canvas with ghosting and win themes tied to Section M. Sources Sought, RFI and draft RFP notices run their own pre-award lifecycle and carry over to the final RFP.
Comply and outline
A compliance matrix from Sections L, M and C / PWS with owners and status, amendments compared with the base RFP and applied as tracked changes, an annotated outline from Section L, Section M and the SOW, and questions for the Contracting Officer drafted from real gaps in the RFP.
Labor categories and key personnel
Staffing requirements pulled from the RFP, your bench ranked with evidence, resumes checked against the job description with a suggested redline, letters of commitment generated and checked, GSA CALC+ reference rates, and a recruiter portal that needs no login.
Teaming partners
Data calls send each partner a private portal link for exactly what they owe the proposal, and their answers are checked against the RFP before they go in.
Write and review
A multi-page editor with federal heading numbering, tracked changes and Ask AI for polishing, drafting, tables, graphics and callouts; Pink, Red, Gold and White Team milestones; evaluator-style scoring of a section against its requirement; and sign-off by someone who did not write the proposal before it moves to submission.
Run the team
Tasks with automatic reminders, deadline reminder emails, team chat, voice calls for up to 12 people with AI Scribe meeting notes, 42 standard federal proposal roles, guests whose access ends on the date you set, and Sign in with Google (single sign-on) for Google Workspace and Gmail accounts.
Submit and learn
A true Word (.docx) export with federal numbering, PDF and Excel exports, a submission checklist built from the RFP, SF form filling that never fills signatures, and FAR 15.506 debriefs, lessons and win/loss tracking for the next bid.
Your tools
A panel inside Word, Excel and PowerPoint, and an MCP connector with more than 100 tools for the AI assistant your team already uses - included on every plan.

The built-in AI cites the page it read, drafts from records you own, and lands every edit as a tracked change you approve. Every plan has the same features - plans differ only by seats and monthly AI credits - prices are published, and the 7-day free trial needs no credit card.

What it does not do: No FedRAMP authorization and no SOC 2 report, no enterprise SAML sign-on (Okta, Microsoft Entra) - your team signs in with Google or with email and a password - no cost-volume module, and state and local opportunity coverage is limited today.

Ready to win more contracts?

Start your 7-day free trial and experience AI-powered proposal management for federal, state, and local government opportunities.