Asset Types Overview
Propivix supports four main asset types, each serving a specific purpose in proposal generation.
CVs / Resumes
Purpose
CVs showcase your team's qualifications, experience, and expertise. The AI uses CVs to:
- Match team members to RFP requirements
- Generate team qualification sections
- Highlight relevant experience
What to Include
- Contact information - Name, title, email
- Professional summary - Brief overview
- Experience - Relevant positions and accomplishments
- Education - Degrees and institutions
- Certifications - Professional credentials
- Skills - Technical and soft skills
- Projects - Key project experience
Best Practices
- Focus on relevant experience
- Quantify achievements when possible
- List specific technologies and methodologies
- Update at least quarterly
- Include recent projects first
AI Matching
The AI considers:
- Years of experience
- Specific skills mentioned
- Industry experience
- Certifications held
- Project types completed
Project Sheets
Purpose
Project sheets document past performance. They demonstrate:
- Relevant experience
- Problem-solving ability
- Successful outcomes
- Technical capabilities
What to Include
- Project name - Descriptive title
- Client - Organization (if shareable)
- Duration - Start/end dates
- Challenge - Problem being solved
- Solution - Your approach
- Outcomes - Results and metrics
- Technologies - Tools and methods used
- Team size - Number of people involved
- Your role - What your organization did
Best Practices
- Focus on outcomes and impact
- Include quantifiable metrics
- Describe challenges overcome
- Mention similar work to target RFPs
- Keep descriptions concise but complete
Matching
Project sheets match to RFPs based on:
- Industry similarity
- Project type
- Technologies used
- Scale and complexity
- Outcomes achieved
Certificates
Purpose
Certificates prove credentials and compliance:
- Professional certifications
- Business licenses
- Insurance certificates
- Security clearances
- Quality certifications (ISO, etc.)
What to Include
- Certificate name - Official title
- Issuing organization - Who granted it
- Date issued - When received
- Expiration date - When it expires
- Certificate number - If applicable
- Scope - What it covers
Best Practices
- Upload the actual certificate
- Track expiration dates
- Set renewal reminders
- Keep current at all times
- Note any conditions or limitations
Expiration Tracking
Propivix alerts you:
- 90 days before expiration
- 30 days before expiration
- When expired
Boilerplate
Purpose
Boilerplate is standard content reused across proposals:
- Company overview
- Methodology descriptions
- Standard approaches
- Legal language
- Terms and conditions
What to Include
Company Overview
- Mission and vision
- History and founding
- Size and locations
- Core competencies
Methodology
- Standard approaches
- Processes and frameworks
- Quality assurance
Compliance
- Standard certifications
- Insurance coverage
- Safety records
Best Practices
- Write in third person
- Keep language neutral and adaptable
- Create versions for different contexts
- Update when company info changes
- Review quarterly for accuracy
Versioning
Create boilerplate versions for:
- Different industries
- Various project sizes
- Specific service lines
- Different proposal types
How Types Work Together
In proposal generation:
- Boilerplate sets the foundation
- CVs populate team sections
- Project Sheets provide past performance
- Certificates prove qualifications
The AI blends these intelligently based on RFP requirements.