Editing Proposals
Review generated sections, act on confidence scores and review flags, and edit content inline
Editing Proposals
A generated proposal is a first draft. The proposal viewer is where you turn it into something you would actually submit: review each section, fix what's flagged, and edit the text directly.
Opening a proposal
Open a proposal from the opportunity's proposals list. The viewer shows the proposal section by section, with the tools to edit, copy, export, and share at the top.
Confidence scores and review flags
Every section carries a confidence score — a percentage reflecting how well-supported the generated content is by the RFP's requirements and your company profile.
- Sections with low confidence are flagged needs review and visually highlighted.
- When any section needs review, the viewer shows a banner reminding you before you export or share.
Note
A high confidence score means the content is well-grounded in your data — not that it is persuasive or complete. Review every section; prioritize the flagged ones.
Editing a section
Editing is direct, inline text editing:
- Click Edit on the section.
- The section's content opens in a text editor. Content is stored as markdown, so headings, lists, and tables survive round-trips to export.
- Make your changes and click Save — or Cancel to discard them.
Your edits are saved to the proposal and appear in all subsequent exports and shares. You can also edit the proposal's title and details from the viewer.
Warning
There is no version history. Saving an edit replaces the section's previous text. If you want a checkpoint before heavy rewriting, export a copy first — the DOCX or TXT export is your backup.
What editing can and cannot do
You can:
- Rewrite any section's text, in full or in part
- Keep markdown structure (headings, lists, tables) that exports faithfully to DOCX and PDF
- Edit proposal metadata such as the title
- Copy the entire proposal to the clipboard
You cannot (in the viewer):
- Reorder, hide, or add sections — do structural changes in the exported document
- Regenerate an individual section — re-run generation if a section needs a fresh AI draft
- Track changes or restore previous versions
A practical review pass
- Triage by flag — handle every "needs review" section first.
- Verify facts — certifications, dates, project names, and numbers deserve a skeptical read; confirm them against your records.
- Check the compliance matrix row by row — it is the section evaluators cross-examine.
- Replace all placeholder pricing with real numbers.
- Rewrite the Executive Summary in your voice — it carries your win themes.
- Read once end-to-end for consistency of terminology and tone across sections.
Tip
If the same kind of weakness keeps appearing across proposals — thin past-performance content, vague team sections — fix the source: update your company profile rather than re-editing every draft.
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