ProposalVault guide

From source material to reviewed response

Follow the core workflow for preparing RFP and security questionnaire answers with your team.

  1. 1

    Create a project

    Start a new RFP or security questionnaire response from the Dashboard.

    • Select Start New RFP.
    • Enter a project name, client name, and project type.
    • Create the project to open the editor.
    Create a project in ProposalVault
  2. 2

    Add source documents

    Build your Answer Library from the policies, product material, and past responses your team relies on.

    • Open Answer Library from the sidebar.
    • Upload a PDF or plain-text document up to 10 MB.
    • Wait for ProposalVault to extract and index the document text.
    Add source documents in ProposalVault
  3. 3

    Import questionnaire questions

    Bring in question lists from CSV or Excel on Starter and Growth, or extract PDF questions on Growth.

    • Choose Import Project from the Dashboard.
    • Upload your CSV, XLS, or XLSX file and confirm the column mapping.
    • Add the project details and complete the import.
    Import questionnaire questions in ProposalVault
  4. 4

    Select a question

    Open a project and choose the questionnaire item you want to draft first.

    • Open My Projects and select the project.
    • Choose a question in the editor.
    • Review any existing answer, status, or notes before generating a draft.
    Select a question in ProposalVault
  5. 5

    Generate an AI draft

    Generate a suggested answer from relevant content in your Answer Library.

    • Use the AI generation control for the selected question.
    • Review the one-time AI processing notice when it appears.
    • Wait for the generated draft, source list, and confidence indicators.
    Generate an AI draft in ProposalVault
  6. 6

    Review and apply the answer

    Treat every AI response as a draft and verify it against your approved source material before use.

    • Read the draft and inspect the sources shown beneath it.
    • Edit the wording, accuracy, and completeness as needed.
    • Use the answer to save it to the selected question.
    Review and apply the answer in ProposalVault
  7. 7

    Export or manage your team

    When the response is ready, export supported project formats or invite collaborators from Team Settings.

    • Paid plans can export supported PDF, CSV, and custom Word formats.
    • Use Team Settings to invite members as Viewer, Editor, or Admin.
    • Keep workspace members and source documents current between projects.
    Export or manage your team in ProposalVault

Need help with a workflow or account?

Contact support