Overview
Proposal is where your team builds each response, from the solicitation to a finished proposal. GovDash reads the solicitation, builds a compliant outline and writes your draft from your past performance, key personnel and capture answers.
To open Proposal, select Proposal under Modules in the left side panel. Active Proposals lists every proposal your team is working on. Use Drafts for proposals you haven't finished setting up and Archive for proposals with an outcome. To learn your way around the list, see Proposal Dashboard.
Use this page as your starting point. Take the tour, then jump to the article for the task you need.
Take the Tour
Click through the interactive walkthrough below for a quick look at Proposal. Use the chapters to jump to the part you need.
Find What You Need
The Proposal articles follow the order your team works. Find the task you want to do, then open its article.
Set Up Proposal (Admins)
Get your company's Word template (.docx) ready for GovDash downloads: Proposal Template Requirements
Control who can open each module and change settings with roles in Settings > Access & permissions > Roles. To limit who can see or edit a specific proposal, use Sharing: Roles & Permissions and Sharing Items with Your Team
Starting a Proposal
Upload the solicitation and generate your outline: Generate a Proposal Outline
Start a proposal from a Capture opportunity: Transitioning Opportunities to Proposal
Respond to an RFI, sources sought and RFP under the same opportunity: Creating Multiple Proposals Under One Opportunity
Add amendments and review what changed: Adding and Reviewing Amendments
Building Your Proposal
Check requirements against your outline: Compliance Matrix and Shreds
Choose the contracts GovDash cites: Past Performance
Staff key personnel roles: Selecting Key Personnel/Labor Categories
Add the capture and solution details GovDash writes from: Adding Solution Information
Edit sections and page limits: Editing Your Outline
Tell GovDash what to write and which sources to use: Writing Plans, Focus Documents and Citations
Reuse a set section structure when you build an outline (this is not a Word template): Proposal Outline Templates
Write stronger, more specific content: Writing Compelling Proposal Content with GovDash
Generating and Finishing Your Proposal
Generate your proposal and download it: Generating and Downloading Proposals
Track changes and restore earlier versions: Versions and Snapshots
Download your proposal in your company's Word template: Using Proposal Templates
Record outcomes and find archived proposals: Proposal Archiving and Outcome Tracking
Videos
For full video walkthroughs, see the Proposal Development training videos.
For short example workflows, see the Proposal use cases in the GovDash Playbook.