Managing Your Proposals
Start a proposal, steer the first draft, and keep a growing set organized.
Every proposal in your company lives in Workspaces, next to your other workspaces. This guide shows you how to start one, steer the first draft, and find the right proposal once you have a lot of them.
Or just ask CLEATUS
Which pursuits in my pipeline are due in the next 30 days?
Before you start:
Add the contract to your pipeline and attach its solicitation documents to the pursuit. The writer builds from the solicitation. Without it, the writer can draft only from the opportunity overview and your instructions.
Manage your proposals
Start a proposal
Open a pursuit in your pipeline and click the build button on its Workspaces card. The button shows what the writer builds: Build Proposal, Build Quote, Build Bid, Build Response, or Build Plan. You can also open Workspaces from the Build section of the sidebar, click New workspace, and select the Proposal template. Then select a contract from your pipeline. If that contract already has a proposal, the proposal opens.
Let the writer build the draft
On the start screen, click Additional instructions to add guidance, a file, or a saved skill. Then click Generate Proposal. For a proposal, the writer reads the solicitation and builds a compliance matrix, win themes, an outline, and structured volumes for you to work from. For a quote, a response, or a capture plan, it builds what that notice asks for.
Edit like a document
Click a proposal card in Workspaces, or a proposal listed on the pursuit's build card. The proposal opens in its workspace. Each volume is a real Word document that you edit as you would any document. CLEATUS pulls in your Document Hub materials as context, so the writing reflects your real capabilities and past performance.
Keep the set organized
In Workspaces, search by title or solicitation number. Sort by Last Updated, Due Date, Title (A-Z), or Pursuit. Due Date puts upcoming deadlines first. Filter by type with All types: Proposals, Quotes, Responses, Plans, or Documents. Filter by pursuit with All pursuits, and by owner with All Users. Switch between the grid and the list view. The workspaces you opened last show at the top, under Recently opened.
Set your company branding
Click Company branding at the top of the Workspaces page. Add your logo, Word letterhead, brandsheet, or written brand guidelines, then click Save branding. New proposals and workspaces in your company start from this kit. When a solicitation sets its own fonts, margins, or page limits, the solicitation wins. See Setting Up Company Branding.
Tip:
A pursuit's build card lists the proposal on that pursuit and the documents that support it. A pursuit has one proposal: Resume Proposal opens it. To add a document beside it, click New document. To delete a proposal, open it and select Options > Delete proposal.