Proposal automation software for federal, state and local bids

On any federal or state opportunity, Add to Proposals opens a quick automation step: choose the lifecycle stage (a pre-award notice or the final RFP) and tick which AI tasks to run. ProposalWorkspace creates the proposal, copies the notice attachments into its documents, and queues the tasks. If you already have a proposal for that solicitation number, it asks whether to open it or create another.

On the way in, the AI fills the fields SAM.gov left empty, such as the due date, the question deadline, site visit or pre-proposal dates and an estimated value, and tells you how many fields it filled. From the RFP itself it reads the solicitation number, agency, dates, NAICS and PSC codes, set-aside, contract type, evaluation method, submission mode and points of contact, and flags what it could not find.

A short kickoff setup then asks for the question due date, lets you assign the team to roles in a few clicks, and confirms which AI tasks to run. Finding the bids in the first place is covered on opportunity discovery.

When an amendment arrives, ProposalWorkspace compares it with the base RFP and lists what was added, changed or removed, section by section. You apply those changes to the proposal as tracked edits marked "Amendment", so reviewers see exactly what moved and nobody rewrites a volume from scratch. Answers to your questions in a later amendment are matched back to the questions you asked.

Standard forms take minutes instead of an afternoon: the SF-form fill maps a fillable form's fields to your company registration and the proposal, seeding UEI, CAGE and TIN directly and showing the rest with a confidence level and source note for review. Approved values are written into the PDF, which can be flattened and saved as a new document version. It never fills signatures, never invents a value and never submits anything.

The submission checklist comes from the RFP too, grouped into submission details, page limits, formatting and compliance, each item with its own status and a live progress banner, and it exports to Excel and Word. Background: amendments in the glossary.

Tasks remind their owners one and three days before they are due, and anyone can send a one-click nudge. Every proposal deadline, including Pink, Red and Gold Team review milestones, sends a daily reminder email to the proposal team in the three days before it, and a changed date emails the team. Saved searches send a daily email of new matching bids, so nobody has to search by hand each morning.

In team calls, the AI Scribe records the meeting and pulls out action items, decisions and deadlines; action items become tasks on the proposal you choose, with an owner and a due date, and a meeting summary email can go to the people you pick. Nobody has to retype the notes after a kickoff or a review meeting.

When the volumes are ready, export to Word (.docx), Word with a table of contents, or PDF, with the federal heading numbering the same in each format. Pick several volumes and each becomes its own file in one .zip; the compliance matrix and checklist export to Excel. Last checks on the open document run in the Word, Excel and PowerPoint add-in.