Proposal Generation

The Proposal Generation feature creates structured proposal documents from tracked opportunities. The AI analyzes the solicitation’s requirements, extracts compliance criteria, and combines them with your company profile and uploaded documents to produce a draft

Before you begin: To generate a proposal, you need:

• A tracked opportunity in My Desk (see Tracking Government Opportunities)
• A completed company profile
• Uploaded documents in the Documents section (past performance narratives, capability statements, and resumes improve output quality)
• A configured passphrase (see Passphrase)

Generation types

Kontratar supports three types of proposal output:

Type	What it produces	When to use it
Full Proposal	A complete AI-generated draft with all sections	When you need a starting point for the full submission
Table of Contents	The structural outline of the proposal only	When you want to plan the proposal structure before writing
Requirements Only	Extracted requirements from the solicitation	When you want to write manual responses to each requirement

The generation process below applies to all three types.

How to generate a proposal

Step 1: Select the opportunity

From My Desk, select the tracked opportunity you want to respond to. Click Create Sources Sought Response.

Step 2: Select a profile

Select a company profile. This directs you to the requirements generation section.

Step 3: Review requirements

The platform extracts and displays the requirements from the solicitation. Review the requirements before proceeding.

Step 4: Configure proposal output

Once requirements are generated, you are taken to the Proposal Output page. Configure the following options:

Option	Description
Set for review	Choose Yes to mark the proposal for team review before finalization.
Export format	Select Word (.docx) or PDF (.pdf) for the output file.
Image handling	Choose to generate a placeholder for one image or all images in the proposal.
Volume types	Select which volumes (sections) to include in the proposal, based on your organization’s preferences.
Additional documents	Optionally attach supplementary files to include in the generation process.
AI personality	Select the tone and style for the generated content. Different personalities produce different writing approaches.

Select a cover page design for the proposal.

Step 5: Generate the proposal

Click Generate Proposal. The platform compiles all sections and produces the document.

The completed proposal is saved to your dashboard. It remains accessible for editing, export, or additional revisions.

Editing a proposal

Step 1: Open Proposal Administration

From the Home Dashboard, select Proposals from the sidebar to access Proposal Administration. Navigate to the Processed section to find active proposals.

Step 2: Enter edit mode

Click Edit Proposal. The system prompts you to enter your passphrase.

Step 3: Enter your passphrase

Enter your tenant passphrase to access the proposal. This verifies your identity and restricts access to authorized users.

If you forget your passphrase, your generated proposals cannot be recovered. Kontratar does not store the passphrase. See Passphrase for details.

Step 4: Navigate proposal sections

Proposals are organized into volumes or sections (for example, Executive Summary, Technical Approach, Past Performance). Use the side navigation panel to switch between sections. Each section is editable and displays real-time status indicators.

Step 5: Manage editors

At the top of each section, a list of assigned editors is displayed. To add editors, click the editor dropdown and select team members with the appropriate access level. The platform maintains version control to track all changes and contributions.

Step 6: Use the Actions tab

Click the Actions tab to access project management controls:

Action	Description
Due dates	Set a due date for each proposal section.
Deadlines	Assign deadlines for individual contributors.
Reminders	Schedule reminders to keep team members on track.

Exporting a proposal

Once your proposal is complete:

1. Preview the full proposal.
2. Select which volumes or documents to include in the export.
3. Export the final version as PDF or Word.

All finalized proposals are saved for future access and tracking.

Related topics

• Tracking Government Opportunities — How to track the opportunities used for proposal generation.
• Team Simulation — Evaluating organizational fit before generating a proposal.
• Documents — Uploading company files that improve proposal quality.
• Passphrase — Setting up and managing your proposal encryption passphrase.
• Administrator Workspace — Managing proposals across the organization.

Parent topic: Kontratar v1.2 Documentation