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Proposal Copilot

Proposal Copilot helps you respond to government opportunities.

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Creating a Document

To start a new proposal document:
  1. Navigate to the Proposal Documents section within your pursuit workspace.
  2. Click on the + New button to initiate a new document.
  3. Choose your starting point:
    • Generate with AI: Let Sweetspot AI use your Library files and Profile information to generate a response to the pursuit
    • Form Fill: Sweetspot AI will automatically fill out the pursuit’s required forms based on your organization’s information
    • Custom Outline: Use the AI to construct a dynamic outline based on your pursuit files
    • Blank Document: Begin with an empty canvas
    • Outline Builder: Use the AI to construct a dynamic outline based on your pursuit files
    • From Template: Select from a range of pre-defined templates tailored to your organization’s standards and requirements that you’ve uploaded in your library.
Proposal Writer

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Managing Documents

Within Proposal Copilot, your documents are easily managed:
  • View: Access and read any document directly within the platform.
  • Edit: Seamlessly make changes to the content and structure of your documents.
  • Archive: Dispose of documents that are no longer necessary.

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Using Form Fill

Form Fill is a time-saving tool to help you skip the tedious task of manually filling out forms:
  1. Complete required solitication forms by selecting the Form Fill option in the + New button.
  2. Select the form you want to fill out and click on Start Form Fill, and Sweetspot AI will automatically search through your Library to find the required information.
  3. Sweetspot AI will prompt you for missing information that needs manual input. The completed form can be exported and will be saved in your files for future use.
Proposal Writer

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Using Custom Outline

The Custom Outline Builder is a powerful feature that assists in structuring your proposal:
  1. Generate a personalized outline by selecting the Custom Outline option in the + New button.
  2. Start building an outline by adding headers, using an existing outline, or manually enter or paste an outline below. Sweetspot AI will parse it into an editable structured outline automatically.
Proposal Writer

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Collaboration and Revision

  • Share: Invite team members to view or edit documents.
  • Comment: Leave notes and suggestions for colleagues.
  • Revision History: Track changes and revert to previous versions if needed.
  • Tasks: Tasks allow you to see the progress behind a proposal response and the different items that need to be completed. Tasks can be assigned to specific teammates.
Proposal Writer
In the proposal documents tab, you can create tasks that are tagged to each document.
In the compliance matrix tab, you can create tasks that are tagged to each compliance item.
Proposal Writer

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Sweetspot AI Edit

Sweetspot AI edit allows users to input specific instructions, and generate, modify, or reorganize content accordingly with AI.

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Generate Tool

Click on Write Full Draft For Me to have Sweetspot AI create the entire document for you. You can also enter custom instructions, or opt for a full content plan instead.

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Pursuit Tool

The Pursuit Tool grants access to files related to government contracts or opportunities. Usage Examples:
  • Tailoring a proposal to meet the criteria outlined in a Request for Proposal (RFP).
  • Extracting key points from contract documents to be addressed in a submission.

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Organization Tool

The Organization Tool allows users to leverage internal documents and resources uploaded to their organization’s repository.
  • Incorporating standard templates or boilerplates from the organization’s library.
  • Revising documents to align with internal best practices or guidelines.

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How to Use Sweetspot AI Edit

  1. Highlight and right click on target text and click the Ask AI button on the top right corner to open the Sweetspot AI chat. Alternatively, click on Edit with Sweetspot AI within the document.
  2. Provide clear, concise instructions in the chat box. Here are some examples:
    • “Write an introduction for a technical report using the latest industry standards.”
    • “Edit the following paragraph for clarity and conciseness.”
    • “Restructure the content to emphasize our project management process.”
  3. Press the enter key or click the arrow button to submit your instructions.
  4. Sweetspot AI will process your request and produce the desired output, which you can then review and incorporate into your document.
  5. Click Accept, Reject, or follow up by providing additional instructions to Sweetspot AI’s output.
Proposal Writer

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AI Interaction

AI edit allows you to actively interact with the content that is generated with Sweetspot AI. Once you prompt Sweetspot AI, you will be given the opportunity to either accept, reject, or follow up on the generated text.
  • Accept: Click the green checkmark icon, to accept content highlighted green directly into the document.
  • Reject: Click the red cross icon to keep the original content highlighted in red.
  • Follow Up: If you are not satisfied with the generated response or want to edit it, simply re-enter a prompt and a new response will be generated and hihglighted in green.

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Focus

Sweetspot Al will focus on and search over the selected items to find the best response to your question or instructions. This is particularly useful if you know exactly where a piece of content is located and want to prioritize it in Sweetspot Al’s output.
  • Files: Focuses on pursuit files that are included in the opportunity or uploaded by the user.
  • Current Document: Focuses on the material in the current document.
  • Library: Leverages your Library files as a resource for Sweetspot AI.
    By default, if nothing is selected, Sweetspot Al will search over all available items to generate a response, which may result it in longer wait times and less detailed results.

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Shortcuts

Leverage shortcut keys in Sweetspot’s Proposal Copilot for rapid access to AI features.

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Formatting Shortcuts

  • Cmd/Ctrl + B: Bold the selected text.
  • Cmd/Ctrl + I: Italicize the selected text.
  • Cmd/Ctrl + U: Underline the selected text.

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Sweetspot AI Editor

The Sweetspot AI Editor platform is similar to the Microsoft Word interface, making for easy and intuitive editing. Use this feature to edit specific passages, change design formatting, and enable cross-team collaboration.
  • Highlight specific text, and choose to Edit with Sweetspot AI or leave a Comment for notes or team member tagging.
  • Accept, Reject, or provide additional instructions to Sweetspot AI’s output.
  • Click on Ask AI in the top right corner to activate Sweetspot Assistant. Ask questions, provide context, and upload files here to assist with generating content for your pursuit. Click on the three lines at the bottom left corner of the chat to enable Web Search and browse the internet for answers, and click on the paperclip Files button next to it to upload files or add files from your Library, this pursuit, or SharePoint.
Proposal Writer

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Export Options

On the top left corner, click on File to view or change version history. When you are ready to export the document, export as a plain Word Document or automatically add your organization’s formatting template with saved Word templates.