Generate a line‑by‑line compliance matrix programatically by uploading the RFP, PWS or SOW. The matrix links each requirement to proposal sections and evaluation criteria, removing manual copy‑paste.
Before You Begin
Have the solicitation documents saved locally or connected via SharePoint.
Steps
1. Inside an Opportunity, open Compliance Matrix ▸ Create New Matrixx
2. Click Upload or pick the RFP/PWS/SOW already linked.
3. Press Generate. You’ll see a spinner while AI parses headings and tables (this may take a few minutes)
4. Review the auto‑filled grid:
• Section In Proposal
• Source Page Number
• Requirement
• Relevant Evaluation Criteria
• Relevant Technical Requirements
5. Edit any cell in‑place or delete rows that don’t apply.
6. Click Download ▸ Excel to share with SMEs or keep it in‑app for traceability.
Best Practices
• Upload all amendments before generating to avoid rework.
• Lock the sheet when final so writers can’t accidentally alter requirements.