Pre-proposal
This phase is optional and helps you qualify the opportunity before you commit to bidding. Add documents to your project library and the AI can generate:
- Conduct competitor analysis — profiles likely competitors and how to position against them
- Capture plan — your single source of truth for the pursuit, covering customer engagement, competitive positioning, team, and next steps
- Opportunity overview — a quick summary of what's being procured, how it's evaluated, and where the risks sit
- Discriminator analysis — what you can genuinely offer that competitors can't
- Teaming partner overview — assesses proposed partners against RFP requirements
- Bid/no-bid gate review package — a concise package to support a go/no-go decision
Prepare & plan
This phase builds your response framework before the team starts writing. It's where you review the RFP, run AI analysis, manage tasks, and track readiness. Key outputs include:
- Suggested response structure — an AI-generated outline for your proposal
- Win Themes — the core messages that make your proposal compelling
- Compliance Matrix — maps each response requirement to where it's addressed in your proposal
- Compliance Checklist — tracks non-response, submission requirements (formats, mandatory documents, page limits, signatures, and similar)
- Scoring Methodology and Process — extracts the buyer's evaluation and scoring criteria
- Forms & Legal Lists — extracts required forms, certifications, and legal/mandatory documents
- Missing Information & Potential Risks — flags gaps, ambiguities, and compliance risks
- Potential Clarification Questions — generates questions to submit to the buyer
- Buyer's Expectations — a ranked list of what the buyer prioritizes, beyond the literal RFP criteria
- Buyer's Pain Points — the underlying problems the buyer is trying to solve, with suggested responses
The prepare & plan page centralizes your suggested response structure, recommended activities, and every generated document.
Write
This is where your proposal takes shape. After preparing your project, AutogenAI generates a structured outline for your proposal, then helps you turn it into a full first draft — with your RFP document visible alongside so you can keep every requirement in view.
The write page's master response structure lists each proposal question with its status, owner, due date, and word count.
To draft a response:
- In the write section, select the title of the proposal question you want to draft.
- On the editor page, your storyboard appears alongside your document.
- Review the storyboard information for accuracy — remove anything unnecessary and add any missing information or supporting documents.
- Select Generate First Draft. This uses everything in the storyboard.
- Read and review your draft, making edits using the available transformations.
- Open gamma review and choose your review criteria (Compliance, win plan, and any proposal pre-defined criteria such as approach and methodology, evidence, robustness, innovation, or spelling and grammar).
- Review the feedback and incorporate it where needed.
The editor page keeps your document on the left and the storyboard — your writer's assignment, first draft controls, and requirements — on the right.
When you're ready to export, use Export to download as a Word document (.docx), a templated Word document, or Adobe InDesign (.idml).