Generating and Downloading Proposals

Generating Your Proposal

Once you're satisfied with outline, click the Generate Proposal button in the top right of GovDash to begin the process for generating your proposal.

You will first be prompted to approve your annotated outline sections, selected past performance, key personnel, and attached Focus Documents before your proposal will begin generating.

Once your proposal has begun generating, a status indicator will appear near your proposal’s title indicating the current status and percent generated.

What happens now?

As soon as your proposal is ready for download, you will receive an email stating so with a link to bring you right to your proposal. There is no need to wait at this screen, we will let you know as soon as you can download your proposal!

Downloading Your Proposal

Once your proposal is ready for download, you can access the download button on the Versions tab, which will appear under the Download column.

Want to change your proposal template?

Check out our guide on how to use proposal templates within GovDash in our guide.

Exporting to SharePoint

If you currently have your SharePoint integration set up with your GovDash team, you can export your proposals straight to your desired SharePoint site and folder by clicking the action menu, and selecting Export to SharePoint from the menu.

Don’t have the SharePoint integration configured?

If you’d like to learn more about integrating SharePoint with GovDash, check out our set up guide here.


FAQ

How do I generate my proposal in GovDash?

Once you're satisfied with your outline, click the Generate Proposal button in the top right of GovDash.

Do I need to approve my entire outline to generate my proposal?

No, you do not need to approve your entire outline via the Status column to generate your proposal.

What happens after I click to generate my proposal?

You will be prompted to approve your annotated outline sections, selected past performance, key personnel, and attached Focus Documents before your proposal begins generating.

How will I know when my proposal is ready for download?

You will receive an email notification with a link to your proposal as soon as it is ready for download.

Where can I download my proposal once it's ready?

You can access the download button on the Versions tab under the Download column.

Can I export my proposal to SharePoint?

Yes, if you have your SharePoint integration set up, you can export your proposals directly to your desired SharePoint site and folder.

What should I do if I don't have SharePoint integration configured?

You can check out the setup guide to learn more about integrating SharePoint with GovDash.