Track every requirement in an Excel-ready Compliance Matrix 📊
Shared by Mitt • The Proposal Writer now keeps every requirement, response, evidence item, and status together in an editable workbook your team can review and share.
Hello everyone! We've added a new way to keep proposal requirements organized from first review through final submission: the Compliance Matrix workbook. It gives your team a familiar spreadsheet to review, update, and share while keeping the proposal work moving.
What's New
The Compliance Matrix workbook replaces the text table in the Proposal Writer with a real Excel file. It brings every requirement into one editable place, along with its source, planned response, evidence, status, and next action.
How It Works
Open the matrix
- Open a pursuit in the Proposal Writer and select the Internal tab.
- Open Compliance Matrix in the planning folder.
- The Matrix sheet lists each requirement with its ID, source, planned response, evidence, status, and next action.
Keep requirements current
- Edit cells in the workspace and save. The workbook keeps its formatting and formulas.
- Requirements replaced by an amendment move to Superseded requirements, so you can still see what changed without confusing it with the active list.
- When the agent combines duplicate requirements, their identifiers stay listed on Merged requirement identifiers.
Review and share
- Use the Review sheet to see when the matrix was last updated and when every requirement was last checked against the current documents.
- Select Download to open the workbook in Excel and share it with your proposal team or reviewer.
- Each finding in Missing items names the matrix row it came from. Select the finding to open the workbook and jump back to the requirement.
Why It Matters
Proposal teams already use spreadsheets to track compliance, so you should not have to copy a table out of a document before a reviewer can use it. The workbook gives everyone a clear, sortable view of what is required, what you plan to say, and what evidence still needs attention. Amendment changes and merged requirements remain visible without cluttering the active list.
Get Started
Open any pursuit in the Proposal Writer and select the Internal tab. New workspaces create the workbook during planning, and existing workspaces convert their old matrix the next time the Proposal Writer updates it.
Happy bidding! 🏗️