Capture
Qualification & proposals
Qualification brings the opportunity requirements and your company evidence into one decision. When you proceed, the proposal workspace keeps the response tied to those requirements.
Run the qualification check
Open an opportunity and run the Go/No-Go check. Review the score for eligibility, experience, capacity and compliance, then inspect every item marked Met, Gap or Action before making the decision.
Use the evidence library
Add certifications, CVs, financial evidence, case studies, past performance and approved response text to the company evidence library. The check shows which available items match a requirement and where evidence is still missing or expired.
Start the proposal
- Build a compliance matrix from the buyer's requirements.
- Assign owners and due dates, and turn submission items into pursuit tasks.
- Review AI-drafted outline text and replace every marked gap before use.
- Export the working proposal to Word or the matrix to Excel.