The proposal editor is where you turn drafts into finished sections. Open a proposal from the Proposal Pipeline board to reach it. Editing, saving and deleting sections needs the Admin, Manager, Proposal Lead or Contributor role; see Roles and Permissions.
The editor layout
- The toolbar at the top shows the proposal's title and status, a link to its RFP, Version History, the export button and Save All.
- The Outline on the left lists every section with its status. Select a section to jump to it.
- The middle column holds the sections. Select a section's header to open or close it.
- The review panel on the right has four tabs: Requirements, Evidence, Comments and AI advisor.
Writing in a section
Open a section and type in its text area. The formatting toolbar above the text has Bold, Italic, Underline, three heading levels, Bullet List, Ordered List, Blockquote, Insert Table, Insert Image, Horizontal Rule, Undo and Redo. Insert a chart adds a bar, line, pie or other chart. You can also type / in the text to pick a heading, list, table, divider or chart from a menu.
The footer of each section shows its word count against the section's target, such as "420/500 words", and its status. The bar turns red when the text runs more than 20% over the target.
Saving your work
Edits stay in your browser until you save them. Propivix does not save them for you.
- Select Save in a section's footer to save that section.
- Select Save All in the toolbar to save every edited section at once. A number on the button shows how many sections have unsaved edits.
While anything is unsaved, the section shows an Unsaved badge, the outline says "Unsaved changes" under it, and a banner reads "You have unsaved changes in 2 section(s)." Export is unavailable until you save. If you close or leave the page first, unsaved edits are lost.
Saving a section also saves a version of the proposal you can go back to, unless an automatic version was saved in the last 90 seconds. See Version history. If the section had an AI claim review, saving an edit with the section's own Save button marks that review out of date; see AI Proposal Generation.
Propivix does not merge two people's edits to the same section. The last save wins. Before you edit a section a teammate has worked on, select Refresh saved proposal to load the latest saved text. The button is unavailable while you have unsaved edits.
Organizing sections
- To add a section, select Add Section, enter a Section Title and confirm. A proposal with no sections also offers Add Standard Sections, which adds the sections of the RFP's outline, or a standard set when the RFP has no outline.
- To reorder, drag a section by its handle, or use the Move up and Move down arrows in its header.
- To delete a section, open the menu in its footer and select Delete Section. The section is deleted straight away, without a confirmation. To get it back, restore an earlier version from Version History.
Each section also has a Storyboard panel for planning before you write: planning notes, a planned word count, the discriminators to hit, and a Ready to draft box. Each text field saves when you move out of it, and the box saves when you tick it.
AI help in the editor
- AI Generate drafts or redrafts the whole section. It replaces the section's text straight away. See AI Proposal Generation.
- When a section's text differs from its last AI draft, the section shows AI Suggestion Available with the draft. Use This puts the AI draft back in the section as an unsaved edit.
- AI Assistant opens a chat about the section, the RFP and your assets. Select Insert into editor under an answer to add it at the cursor, then save.
Check everything the AI writes before you rely on it.
The review panel
The Requirements tab lists the RFP's requirements with this proposal's responses. Use Link to section to record which section answers a requirement, and change a response's Compliance status there. The same statuses appear in Compliance Copilot.
The Evidence tab lists your assets, with the ones suggested for this RFP first. Insert reference adds a reference such as "[See: asset name]" to the section you last selected.
The Comments tab shows the discussion for one section at a time; choose the section at the top. Type @ and a teammate's name to mention them, which sends them a notification in Propivix. Each comment has Reply and Resolve, and a resolved comment has Reopen. Adding and resolving comments need a role that can edit proposals.