Everything you need to know to run discovery, generate proposals, and collaborate with your team and clients.
Quick Start
The 5-minute path from signup to your first proposal.
1
Configure your company
Settings → set company name, hourly rates, default currency. Org admins can also paste a Perplexity key under Integrations to power live web research.
2
Invite your team
Settings → Team → Invite teammates as Member, Admin, or Owner.
3
Create a project
Projects → New Project, or use Bids → paste/upload many job descriptions and import the best fits in bulk.
4
Capture Project Basics
Open the project → Project Basics tab → set country, currency, compliance, team profile. The AI uses this as ground truth and never re-asks these basics in Discovery.
5
(Optional) Enable advanced discovery
Org admin: Edit Project → Features → toggle Live Discovery (real-time client chat) and/or External Discovery (competitor feature mining). Both are off by default.
6
Run discovery
Upload RFP/notes → AI generates clarifying questions → answer them. Use per-question comments for internal notes (never sent to AI).
7
Generate proposal
Pick a template → AI drafts proposal → run the AI Council (4 agents) → export PDF/HTML or push to a WBS.
Detailed Guides
Click any topic to expand.
Need more help? Contact your platform administrator.