Product updates — Page 7

Build a custom pipeline view once, share it with your team, and keep everyone working from the same pursuits, filters, and columns.

Your saved pipeline views are no longer just for you. With Shared pipeline views, you can build a custom view once, share it with your team, and everyone sees the same set of pursuits, filters, and columns — kept in…

A single home to watch our entire "AI for Government Contracting" series on demand and register for the next live session, all without leaving cleat.ai.

We've just launched the Webinars hub: one home to watch our entire "AI for Government Contracting" series on demand and register for the next live session. No scattered links, no calendar hunting. Everything lives on…

Our public Government Agencies directory and NAICS code pages now load in a fraction of the time, especially on mobile and slower connections.

We've made our public government data pages dramatically lighter. The Government Agencies directory and every NAICS code page now load in a fraction of the time they used to, especially on slower connections.

A color-coded rating on every capability in your profile that shows how well it will match you to the right contracts, plus tips to sharpen the weak ones.

The clearer your capabilities are, the better we can match you to the right contracts. To make that easy to see at a glance, we've added Capability Strength, a color-coded rating on every capability in your profile.

Your workflows can now write and file real documents — Word, PDF, or CSV — straight to a pursuit or your Document Hub, ready to attach to an email.

Your workflows can now produce real files, not just notifications. With Document Generation in Workflows, an AI Agent step writes the document — a Word file, PDF, or CSV — and a new Save Document step files it straight…

Replace the free-text certifications box in your Capture Profile with a searchable catalog — pick exactly what you hold, no typos or guesswork.

Logging your company's certifications just got cleaner. We've replaced the free-text box in your Capture Profile with the Certifications Library — a searchable catalog you browse by category, where you pick the…

Drop .numbers spreadsheets into chat, the Document Hub, or a proposal and preview them right inside CLEATUS — no exporting to Excel first.

If your team works on a Mac, your spreadsheets probably live in Numbers — and now they just work in CLEATUS. We've added native Apple Numbers file support, so you can upload and preview .numbers files everywhere you…

A new Wait for build toggle on the Start Proposal step lets you hold for the full build or continue downstream the moment it kicks off.

Some workflow steps need a finished proposal to act on; others just need the build to kick off. With the new Wait for build toggle on the Start Proposal step, you decide which — keep waiting for the full build, or…

Star the companies that matter — primes, partners, and competitors — and pull up your whole shortlist with one toggle.

Hey there! 👋 You can now star the contractors that matter to you with Save Contractors. Bookmark any company from search or its detail page, then pull up your whole shortlist with a single toggle — so the partners and…

Automated workflow emails can now embed KPI strips, tables, and highlight callouts that render right in the inbox.

Your automated emails no longer have to be plain walls of text. We've made workflow emails a lot more useful with visual workflow emails. When an AI Agent step writes an email, it can now format the whole message and…