Your organization's details feed proposals, the go/no-go analysis and asset matching. They are split across two pages: Settings holds your company's identity, and Business Profile holds everything else about the company.
Company name and website
Your company name, website, primary NAICS code and UEI are edited in one place.
- Open Settings in the sidebar. It opens on the General tab.
- In the Company Profile card, edit Company Name, Website, Primary NAICS Code and Unique Entity ID (SAM). Company Name is required.
- Select Save Changes at the top of the card.
The same card holds your Company Logo. Select Replace to upload an image of up to 2 MB, or Remove logo to clear it.
Business Profile shows these four values but does not let you change them. The company name and website appear on its Basic Info tab with an Edit in Settings link, and the UEI and primary NAICS code appear under Federal Registration on its Financial & Insurance tab. A value you have not entered reads "Not recorded".
Business profile
Open Business Profile in the sidebar. The page has six tabs:
- Basic Info: phone, email and address. Phone is required. Save with Save Basic Info.
- Company Details: Company Overview, Mission Statement, founding year, employee count, Size Category, Business Type and business identifiers. Save with Save Company Details.
- Capabilities: Core Competencies, Target Markets and Geographic Coverage. Save with Save Capabilities.
- Certifications: your set-aside and socio-economic status, and certifications with their issuing organization. Changes here save as you make them.
- Key Personnel: your leadership team, with name, title and an optional bio. Each person saves as you add or remove them.
- Financial & Insurance: bonding and insurance, EIN, DUNS number and CAGE/NCAGE Code. Save with Save Financial & Insurance.
Only Admins and Managers can save changes on this page or import from your website; see Roles and Permissions. A saved change shows "Profile updated successfully".
To fill fields from your website, enter its address under Import from Website and select Import Data. An AI reads the site and saves what it finds to your profile, and may add business lines. Review every imported field afterward, because the import can be wrong or incomplete.
Profile completeness
The Profile Completion bar at the top of Business Profile scores the fields a federal proposal most often needs. Each field counts only when it is filled in:
| Field | Weight | Edited in |
|---|---|---|
| Legal company name | 10 | Settings |
| SAM.gov registration (UEI) | 15 | Settings |
| CAGE/NCAGE code | 10 | Business Profile, Financial & Insurance |
| Primary NAICS code | 15 | Settings |
| Business size classification | 15 | Business Profile, Company Details |
| City, state and ZIP | 15 | Business Profile, Basic Info |
| Company website | 10 | Settings |
| Company overview or capability statement | 10 | Business Profile, Company Details |
Street address is optional and does not count. City, state and ZIP count only when all three are filled in. A company overview or a mission statement satisfies the last row.
Under the bar, What's missing lists each field still empty, with the reason a federal team needs it. Each item links to where you fix it: Edit in Settings, or Edit on this page, which opens the right tab.
The percentage checks that a value is present, not that it is correct or current. A 100% profile can still hold an expired registration or a wrong code. Propivix also stores an older completion figure for your organization; this page ignores it, so another number elsewhere may not match.
Plan and billing
The Current Plan card on the General tab of Settings names your plan. What it shows next depends on your workspace:
- "Billing not enabled for this workspace" means billing is not set up here at all. It is not an error, and there is nothing for you to fix.
- "Billing details could not be loaded. Please retry." means the figures could not be fetched this time. It is a connection or loading problem, not a problem with your plan. Select Retry.
- Otherwise the card lists Proposals created: last 30 days, Team seats and Current period ends.
Proposals created: last 30 days counts the proposals your organization created in the last 30 days. Team seats shows the members in your organization against your plan's limit, such as "4 / 10". On a plan without a seat limit it reads, for example, "4 · no seat limit". Current period ends reads "Not recorded" when no date is on file.
Select Manage Billing to open the Billing tab, which repeats these figures. Upgrade Plan opens the pricing page. With no payment method on file, View Invoices is unavailable. For questions about your plan or an invoice, contact support.