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ProPricer Ideas Portal
Status Future consideration
Workspace BOE Pro
Created by Guest
Created on Jun 30, 2026

Dela Proposal Management assistant. (Epic)

Feature Request: Proposal Management Assistant

Summary:
Enable a proposal management assistant that can review proposals before submission, update and manage proposal properties, build and maintain the PBS and assignments, generate reports and infographics about the proposal, and create a complete proposal from source documentation.

Problem Statement:
Managing proposal development manually can be time-consuming and fragmented. Teams must review proposals, update multiple proposal properties, organize the PBS and assignments, and create supporting reports separately, which increases effort, slows submission readiness, and raises the risk of inconsistencies across proposal materials.

Proposed Solution:
Provide an assistant that can review proposals for submission readiness and identify gaps or issues before final delivery.
Allow the assistant to update and manage proposal properties as needed throughout the proposal lifecycle.
Enable the assistant to build and maintain the PBS and related assignments to keep work structured and coordinated.
Allow the assistant to generate reports and visual infographics that summarize proposal status, structure, and key details.
Support creating a complete proposal from existing documentation to reduce manual assembly and improve consistency.

Benefits:
Reduces manual effort required to prepare and manage proposals.
Improves consistency and accuracy across proposal content and supporting data.
Speeds up proposal preparation and submission readiness.
Provides clearer visibility through reporting and visual summaries.
Helps teams create complete proposals more efficiently from existing documentation.


Use Case/Example:
A proposal team uses the assistant to review a draft before submission, update missing proposal properties, organize the PBS and assignments, generate a status report for stakeholders, and compile a final proposal package from existing documentation.

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