Step 1: Requirements Analysis
Upload the ToR (Terms of Reference) file for analysis.
Drag your file here or click to select
Accepted formats: PDF, DOCX, DOC, TXT
ToR Document Uploaded
Customize the prompt sent to AI. Available variables: {tender_text}
Analysis Result:
Case Studies Selection
AI will analyze your case studies library and select the most relevant ones for this proposal.
The AI will select 3-5 case studies based on: client type, sector, technologies, services, and geographic relevance.
Selected Case Studies:
Suggested Narrative
CV Selection
To use CV Selection, you must first validate the Team Composition in Step 3 of the Workplan flow.
AI will match CVs from your library to the validated team composition.
Validated Team Composition
Matched Team Members
Team Summary
Unassigned Roles
Step 2: Technical Approach
This step defines HOW and WHY we'll approach the project technically. The proposed tech stack must be validated before proceeding to workplan generation.
Available variables: {tender_analysis}
Methodology
Proposed Tech Stack
Integration Points
Technical Risks & Mitigation
Step 3: Team Composition
Review and edit the team composition proposed in the Technical Approach. Once validated, you can proceed to Workplan Generation and also unlock CV Selection in Branch B.
Proposed Team
Edit Team Composition
Step 4: Workplan Generation
Customize the prompt sent to AI. Available variables: {tender_analysis} {technical_approach} {team_composition} {custom_instructions}
Generated Workplan:
Edit Workplan Manually
Download the workplan as Excel, make your changes, then re-upload. The updated workplan will be used in all following steps.
Step 5: AI Sparring Partner
AI will challenge your estimates and identify missing points.
Reminder: AI estimates are suggestions. Use your judgment to validate them.
Customize the prompt sent to AI. Available variables: {workplan} {tender_analysis}
Sparring Partner Feedback:
Step 6: Strategic Notes
Customize the prompt sent to AI. Available variables: {workplan} {tender_analysis} {sparring_feedback}
Notes Proposal Writer
Notes Pitch / Interview
Notes PM Handover
Step 7: Export Workplan
Step 8: Budget
Daily Reference Rates
Estimated Budget:
Download All
Export all generated content in a single package. Includes Word document with all step outputs and Excel files for workplan and budget.
Complete steps to unlock downloads
You need to complete at least Step 1 (Requirements Analysis) to download content.
Package Contents
Export Technical Proposal
Generate a professional Relief Applications proposal document using all the content generated in the workflow. The document follows RA branding guidelines and includes all standard sections.