What are Projects?
Projects are dedicated workspaces for managing RFP responses from start to finish. Each project contains uploaded documents, extracted questions, generated responses, and team collaboration tools.
Key Features
| Feature | Description |
|---|---|
| Question Extraction | AI automatically extracts questions from uploaded RFPs |
| Bulk Generation | Generate responses for all questions at 3-4 per minute |
| Trust Scores | Confidence indicators for each response |
| Source Citations | Every response references Library content |
| Team Collaboration | Multiple users can edit and approve responses |
| Export | Download completed projects as ZIP files |
How It Works
Use Cases
RFP & Proposals
- Security questionnaires (CAIQ, SIG, custom)
- Technical RFPs with architecture requirements
- Commercial proposals with pricing and terms
Due Diligence
- M&A documentation and assessments
- Investor due diligence questionnaires
- Vendor risk evaluations
Compliance
- SOC 2 and ISO compliance questionnaires
- GDPR compliance documentation
- Regulatory requirements
Project Workflow
Creating Projects
Set up a new project workspace
Custom Sources
Select which Library sources to use
Custom Context
Configure response tone and style
Response Generation
Generate AI responses in bulk
Edit & Approve
Review and approve responses
Export
Download completed projects
Team Collaboration
- Unlimited team members - No per-seat pricing on Business tier and above
- Role-based access - Admins and members have different permissions
- Real-time editing - Multiple users can work on the same project
- Approval workflow - Track which responses are approved
Limitations
- Projects require content in your Library for response generation
- Very large RFPs (500+ questions) may take longer to process
- Export format is currently ZIP only
Getting Started
- Ensure you have content in your Library
- Navigate to Projects in the top navigation
- Click New Project to create a workspace
- Upload your RFP document and follow the workflow
Creating Your First Project
Step-by-step guide to project setup