Frequently asked questions
General FAQ for CLEATUS.
How does CLEATUS find contracts for me?
It scans federal, state, local, and city sources and matches them to your Company Profile and Bid/No Bid preferences. Contract Search sorts results by relevance and updates daily. Strong matches are added to your Pipeline automatically once a week.
How do I add a contract to my Pipeline?
From Contract Search (left navigation, under Contracts), click Add to Pipeline — or go to Pipeline → Import Contract (imports are visible only to your organization).
What if I don't like the contracts CLEATUS finds?
Refine your Company Profile, especially Bid/No Bid (regions, value range, contract types, certifications, timelines). Remove irrelevant items from Pipeline, then use Contract Search to add better fits. If a contract isn't listed, use Import Contract to upload it (organization-only).
How do I find contracts?
Use Contract Search (left navigation, under Contracts) to browse by keyword and filters. Strong matches also appear automatically in your Pipeline based on your Company Profile.
How do I add users to my account?
Admins can invite teammates from Organization Settings → Users: click Invite, enter their email, and choose a role. Full steps: adding users.
How do I write a proposal with CLEATUS?
Add the contract to Pipeline, open the card, and use AI Assistant or Proposal Writer to generate and export drafts.
I own or manage multiple companies — can I add more?
Yes. CLEATUS supports multiple companies, each with its own Pipeline, Document Hub, users, and Company Profile. Add another via Organization Settings → Companies.
Where do I upload my documents?
Use Document Hub → Upload (or drag and drop) to add files or create manual content blocks. All content stays organization-only and is reusable in Proposal Writer and the AI Assistant.
How do notifications work?
Enable Notifications on a contract to receive email alerts for updates — including amendments and deadline changes.
Is my data private?
Yes. Content, imports, and Pipeline items are organization-only, with role-based access in the app.
How do I get help?
Use in-app live chat or email support@cleat.ai. We'll get you unstuck quickly.
Need more help? Visit help center.