Every proposal in Propivix starts from an RFP. The Generate Proposal with AI wizard takes you from the RFP to a first draft of every section. To open it, select New Proposal at the bottom of the sidebar, or Generate Proposal with AI on an RFP that has no proposal yet.
The wizard's steps are Select RFP, Configure, Responses, Generate and Complete.
Select RFP
- Choose the RFP in Select an RFP. Its AI summary appears below when the analysis produced one.
- Select Continue.
When you open the wizard from an RFP, it selects that RFP and moves straight on. If you have no RFPs, the page says "No RFPs found. Upload an RFP first." with a Go to RFPs button.
Configure
Configure has five parts, listed on the left. You can go back to any part you have already reached.
Strategy
Enter the Proposal Title and choose the Business Line, which is required. Proposed Value (Optional), Benefit Statement (Optional) and Win Themes (Optional) are optional. Win themes are suggested from the RFP's analysis when it found customer priorities.
Assets & Team
Propivix lists matching assets from your library and preselects the strongest. Each card shows how many of the RFP's requirements the asset supports; see Requirement evidence on assets.
- When the list includes CVs, select Run AI Match under AI Team Matching. The recommended staffing scenario is applied; choose another if you prefer. Next stays disabled until a scenario is chosen.
- Selected CVs join the proposal team. Enter each consultant's hourly rate, and select Save Default to reuse it on later proposals.
- The assets you select are used to draft requirement responses. The CVs, project sheets and certificates among them are offered as attachments at export.
- Optionally pick up to three past proposals under Style Reference (Optional) to guide the writing style.
Pricing
Pricing needs a staffing scenario. When the estimator can price the team, it shows a Recommended Price and a range. When the consultants have no hourly rates, it shows "Consultant rates required" instead of a price. You can type your own figure under Set Proposed Value, or select Skip.
Outline
Plan the sections, page budgets and owners. See Outline and page budgets.
Review
Summary cards show your choices; the pencil on each card returns to that part. The Pricing card shows the AI estimate only when the estimator produced a price. Otherwise it says the estimate is not available until the consultants have hourly rates. It never shows a $0 price.
Warnings appear for no team, no selected assets or no benefit statement. You can dismiss them. Then select Review Requirement Responses, which needs a title and a business line. Propivix creates the proposal, adds the team and drafts a response to each requirement.
If the RFP already has a proposal, a notice offers Open existing proposal or Create another anyway. Until you choose, the next step says responses are drafted as soon as the proposal is created.
Responses
Each of the RFP's requirements appears with its drafted response. For each one:
- Edit the text under "Use In Proposal".
- Set the Compliance Level: Compliant, Partial, Not Compliant, TBD or Needs Input.
- Choose the Target Section the response belongs in.
Responses marked Compliant, Partial or Not Compliant feed into drafting their target section. TBD and Needs Input responses do not. Regenerate Responses drafts them again. When you are ready, select Generate Proposal.
Generate
Propivix drafts each section in turn and leaves summaries until last. Keep this tab open until generation finishes. Closing or refreshing it stops the remaining sections from starting; finished sections stay saved. To recover after leaving early, open the saved proposal from Proposals and use AI Generate on each unfinished section. If a section fails while the tab stays open, retry it or select Open proposal to write it yourself. See AI Proposal Generation.
Complete
The last step, "Initial Draft Ready for Review", shows how many sections were generated and how many responses were drafted. When sections were reviewed, it also shows "Sections with unverified claims". Nothing has been submitted. Select View & Edit Proposal to review the draft, Review Compliance Copilot, or Go to All Proposals.
From a go/no-go decision
When you record a go or conditional go on an RFP's go/no-go analysis, Promote to Proposal creates the proposal with sections from the RFP's structure. It then opens the wizard on the Outline step for that proposal. If the sections could not be created, it opens the proposal editor instead, where Add Standard Sections adds them. See Go/No-Go Decisions.
Without the wizard
The Create New Proposal page starts an empty proposal. Open it from the New Proposal card on the dashboard.
- Enter the Proposal Title.
- Choose the RFP under RFP (Required). RFPs that already have a proposal are marked "has a proposal" and cannot be chosen. When the selected RFP already has one, an Open existing proposal link appears.
- Optionally choose a template and enter a proposed value.
- Select Create Proposal.
The proposal opens in the editor with no sections. Add Standard Sections adds the sections from the RFP's structure, or a standard list when it has none. Then draft each one with AI Generate.