Proposal Generation

​

Proposal Generation Types

1. Full Proposal
   • A complete, AI-generated draft based on opportunity details and your company profile.
2. Table of Contents
   • Only the structural outline of the proposal is to guide your internal drafting.
3. Requirements-Only
   • Extracted requirements from the solicitation for manual response.

​

How to Generate a Full Proposal

​

Step 1: Click “Create a Response”

• From My Desk, select the tracked opportunity you want to respond to.
• Click on the “Create Sources Sought Response” button to initiate the proposal development process.

​

Step 2: Set Proposal for Review

• Select a Profile – this will direct you to the requirements generation section.
• You will then be taken to the Requirements Page.
• Once requirements are generated, proceed to the Proposal Output page.

• Choose “Yes” to set the proposal for review.
• Select an export format:
  • Word (.docx)
  • PDF (.pdf)

• Choose image handling options:
  • Generate a placeholder for one image or all images.
• Select volume types according to your organization’s preferences.
• Optionally, choose to add additional documents.
• Select the appropriate AI personality for your document.

• Choose a cover page design for your proposal.

​

Step 3: Click “Generate Proposal”

• Once all information is reviewed and finalized:
  • Select the “Generate Proposal” button to initiate the compilation process.
  • The platform will compile all sections and generate a comprehensive, editable document.
  • The completed proposal will be automatically saved to your dashboard, where it remains accessible for additional revisions or final export.

​

Editing a Proposal

​

Step 1: Enter Proposal Administration

• From the Home Dashboard, select “Proposals” from the sidebar to access Proposal Administration.
• Navigate to the “Processed” section to view active proposals.
• Locate the active proposal you wish to edit.

​

Step 2: Click “Edit Proposal”

• Inside the proposal administration panel, click the **“Edit Proposal” **button.
• The system would ask you to submit your passphrase.
• This action redirects you to a secure editing environment where you can modify the document.

​

Step 3: Enter Your Passphrase

• Kontratar requires your unique passphrase to access and edit proposals.
• This security measure verifies user identity and restricts access to authorized personnel.
• Once verified, the proposal will load on screen.

​

Step 4: Navigate Proposal Sections

• Proposals are structured in volumes or sections (e.g., Executive Summary, Technical Approach, Past Performance).
• You can switch between different sections using the side navigation panel.
• Each section is fully editable and displays real-time status indicators.

​

Step 5: View and Manage Editors

• At the top of each section, you will see a list of editors assigned to that portion of the proposal.
• To add more editors, click on the editor dropdown and select team members with the appropriate access level.
• Kontratar maintains version control to track all changes and contributions by users.

​

Step 6: Use the Actions Tab

• Click on the “Actions” tab to access additional project management tools:
  • Set Due Dates for each proposal section.
  • Assign Deadlines for contributors.
  • Schedule Reminders to keep team members on track.

​

Finalizing & Exporting

1. Preview the full proposal.
2. Select which volumes/documents to include in the export.
3. Export the final version as either PDF or Word.

All finalized proposals are saved for future access and tracking.