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Proposals Overview

Matt Miller avatar
Written by Matt Miller
Updated over 3 weeks ago

Table of Contents

  1. Overview

  2. Document Shred

  3. Win Themes

  4. Past Performances

  5. Solutions/Technical Task Areas

  6. Key Personnel

  7. Outline

  8. Pink Team Draft

Summary:

Proposals V2 is the next evolution of the proposal management process within NextStage. It introduces a guided, end-to-end workflow designed to help teams move from raw solicitation documents to a structured, compliant, and collaborative proposal draft.

  • Provides a structured workspace for proposal development.

  • Keeps the human in the loop at every stage to ensure compliance and accuracy.

  • Reduces time spent on manual shredding, compliance checks, and outline building.

  • Builds towards a Pink Team draft that is richer, more accurate, and informed by validated requirements, win themes, and past performances.

Set-Up or Implementation Steps:

  1. Have your current contracts or awarded work tied to an opportunity with the 'Outcome' field marked as 'Won'. This will allow them to be used as 'Contracts' for Past Performance Records

  2. Update your Teams in your 'Won' opportunities. This will allow you to label your past performances as a Prime/Sub

  3. Have your Key Personnel Resumes ready. You will need to input their certifications and skills manually and upload their resumes.

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