Managing Proposals in Propivix
The Proposals module is where you turn an RFP into a finished proposal. The wizard plans the book from the RFP's own structure, AI drafts each section from your requirement responses and asset library, and automated checks run before you prepare submission files.
Key Features
- A proposal wizard that builds the outline from the RFP's volumes, with page budgets, evaluation weights and section owners
- Requirement evidence on each asset, using the same rule as the go/no-go analysis
- AI drafting of one section or the whole proposal, with a claim review that flags statements your assets do not support
- Version history with checkpoints and full restores
- A quality gate that must pass before submission files are prepared
- Word and PDF export, as a combined document or as separate technical and pricing volumes
Proposal Workflow
- Create: start a proposal from an RFP in the wizard, or promote a go/no-go decision
- Plan: set the outline, page budgets and owners
- Draft: review requirement responses, then generate the sections
- Edit: refine the draft and check every claim
- Review: request reviews and collect approvals
- Export: download a review draft, or prepare submission files once the quality gate passes
Articles in This Section
- Creating a Proposal: Create a proposal from an RFP with the Generate Proposal with AI wizard, step by step, or start an empty proposal from the Create New Proposal page.
- Outline and page budgets: How the Outline step builds a proposal's sections from the RFP's volumes, splits page limits, shows evaluation weights and assigns owners.
- Requirement evidence on assets: What the evidence and AI relevance chips on the wizard's asset cards mean, how cards are sorted, and why an asset can show no evidence.
- AI Proposal Generation: How Propivix drafts proposal sections with AI, what each draft draws on, how its claims are reviewed, and what changes when you edit.
- Editing and Refining Content: How the proposal editor is laid out, how to write, save and organize sections, and how to use comments, requirement links and the AI assistant.
- Version history: When Propivix saves a version of a proposal, how to compare and restore versions, and why to create a checkpoint before regenerating.
- The quality gate: What the automated quality gate checks before you prepare submission files, why it blocks, and what to do about each message it shows.
- Exporting Your Proposal: Download a proposal as Word or PDF, as an internal review draft or as submission files, combined or split into technical and pricing volumes.
- Approval Workflow: Proposal statuses, how reviews are requested and decided on the Approvals page, and why the pipeline board will not move a card to Approved.
- Managing Proposals: Find proposals on the Proposal Pipeline board, switch between board and list views, read its summary tiles, and edit a proposal's category, tags and value.
- Compliance Copilot: What the Compliance Copilot page shows for a proposal, how to override a response status or link a requirement to a section, and what its tags mean.