You export a proposal from the editor's Review & export dialog. It lets you choose what the file is for, what goes in it, whether pricing is a separate volume, and the format.
To open it, save your changes, then select Review & export in the editor toolbar. The button is disabled while there are unsaved changes, because the export uses what is saved.
Draft or submission files
Under Export purpose, choose one:
- Internal review draft: "Download saved content, including unfinished work." Nothing is checked. Use it for team reviews, red team copies or your own reading. The button reads Download draft.
- Prepare submission files: "Requires current automated checks to pass. Confirm the final solicitation, forms and portal instructions yourself." The button reads Check & download for final review.
Preparing submission files runs the quality gate first and stops if it does not pass. It also stops when:
- the RFP calls for separate pricing and you chose Combined document: "The RFP calls for separate pricing. Assign sections and download the technical and pricing files separately."
- any section has no saved content: "Some sections have no saved content. Review them before preparing submission files."
A prepared file is still your responsibility. The checks are automated; they do not read the solicitation's portal rules or forms for you.
Choosing sections and attachments
The Contents & volumes panel shows how many sections and attachments the file will hold. Select Reload contents if you changed the proposal in another tab.
Every section goes into a combined document, in the proposal's order. Open Section manifest to see the list. A section with no saved text shows "no saved text"; select its title to open it in the editor.
Open Choose attachments to pick the appendices. The list holds the CVs, project sheets and certificates selected in the proposal wizard, plus the CVs of the proposal team. Each appendix contains the asset's extracted text; the original file's formatting is not kept. Assets with text are ticked to start with. An asset with "extracted text unavailable" cannot be attached.
When the RFP lists required forms, Required forms to verify shows them with their recorded status. These forms are not included in the export; attach them yourself.
Technical and pricing volumes
The panel says whether the RFP requires separate pricing: "Separate pricing is required by the extracted blueprint." When the RFP's instructions were not recorded, it asks you to check the original RFP. Any pricing instructions from the RFP appear below.
To download separate volumes:
- Under File to download, choose Technical volume or Pricing volume.
- In Section manifest, set each section to Technical or Pricing. Assign by content; a title alone does not show which volume a section belongs in.
- Download the file, then choose the other volume and download again. The dialog stays open between them.
The download stays disabled while any section is Unassigned. A count below the list shows how many sections are in each volume and how many are unassigned.
Your assignments are remembered in this browser for this proposal, so you do not redo them next time. They are not shared with teammates or other browsers.
Cover page labels
The cover page says what the file is:
| Purpose | File | Cover label |
|---|---|---|
| Internal review draft | Standard Word or Standard PDF | PROPOSAL DRAFT |
| Prepare submission files | Combined document | SUBMISSION |
| Prepare submission files | Technical volume | TECHNICAL VOLUME |
| Prepare submission files | Pricing volume | PRICING VOLUME |
For standard exports, a draft is labeled PROPOSAL DRAFT whichever volume it holds, and its file name uses "Review". Standard prepared files use "Submission" in the file name. These guarantees do not apply to Premium PDF: it is a combined review download named with "Premium" and the selected style, and it does not add PROPOSAL DRAFT to the cover or "Review" to the file name.
Word and PDF
Under Export Format, choose Word Document (.docx, editable) or PDF Document (.pdf, fixed layout). Standard Word and PDF exports include a title page, a table of contents, the selected sections, appendices with the selected attachments, and headers, footers and page numbers.
For PDF, PDF Layout offers:
- Standard: the standard export layout, with appendices.
- Premium: a designed layout with a choice of styles. It is for combined review drafts only and leaves out the appendices.
Pick a Color Theme for standard exports. Export Preview sums up the format, theme, section count and attachment count before you download.
After downloading, open the file and check page breaks, tables and page counts against the RFP's limits before you submit.