/Platform Overview
Platform Overview

Platform Overview

What ProposalWorkspace is, who it is for, and how a pursuit moves through it.

4 min read
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What is ProposalWorkspace?

ProposalWorkspace is a proposal workspace for government contractors. It covers a pursuit from the notice to the debrief: finding the opportunity, reading the solicitation, deciding whether to bid, outlining and writing the response, checking it against Sections L, M and C, and learning from the result.

Every proposal opens as one workspace with six tabs - Overview, Lifecycle, Workspace, Labor Categories, Documents and Lessons & Debrief. The Workspace tab holds the Outline, Proposal and Scratchpad canvases plus the Compliance Matrix and the Proposal Submission Checklist, and the Activity timeline opens from the Overview tab, so the solicitation, the team, the draft and the checks all live in one place.

Opportunity Discovery

Every SAM.gov notice, synced daily, plus a State Opportunities workspace, with a match score for each one against your past performance.

Built-in AI

Reads the solicitation you upload to summarize it, build the bid/no-bid worksheet, the outline, the compliance matrix and the checklist, and helps you write.

Team Collaboration

Tasks, deadlines, comments and tracked changes, team chat, voice calls and a live view of who is looking at each proposal.

Compliance

A Section L/M/C compliance matrix you can check against the written proposal, and a submission checklist for the administrative rules.

Who Is It For?

ProposalWorkspace is built for small and mid-sized contractors and the proposal professionals who work with them - from a two-person team to a 25-seat proposal shop.

RoleHow ProposalWorkspace Helps
Business ownersFind opportunities that fit your NAICS codes, certifications and past performance, and decide quickly which ones are worth a bid.
Capture managersRun the bid/no-bid worksheet and scorecard, then the Capture & Win Strategy canvas: customer, competition, team and win themes tied to Section M.
Proposal managersGenerate the outline, compliance matrix and checklist, assign tasks and deadlines, and hold the Final Check & Sign-off gate.
WritersDraft in a page-accurate editor with federal heading numbering, AI writing presets and tracked suggestions.
Reviewers and guestsRead and review the proposals they are given - temporary users are view-only unless the owner grants editing.

Federal, State & Local Coverage

  • Federal - every notice posted to SAM.gov, synced daily, with attachments you can download one by one or as a ZIP.
  • State and local - a separate State Opportunities workspace for the state and local notices we currently carry. Coverage is limited today and does not include every state, county or city portal.

Found a solicitation somewhere else?

You can start a proposal from any solicitation you have: create the proposal and upload the documents. The analysis, outline, matrix and checklist work from the files you upload, whatever portal they came from.


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