For small proposal teams

Know what can disqualify the response before you submit.

A tested Excel operating system that connects buyer requirements, approved evidence, scored criteria, commercial checks and release gates. It exposes missing controls and keeps the response on HOLD until critical checks pass.

Built for consultancies, agencies, MSPs, and specialist service firms.

RELEASE CONTROL

Mandatory completion100%
Evidence coverage96%
Commercial readinessReady
Critical release gates12 / 13
Current decisionHOLD
One controlled workflow

Six stages from RFP to submission.

Requirements, evidence, evaluation criteria, pricing and approvals stay linked. AI can accelerate extraction and drafting, while named owners and release gates retain control of claims and commitments.

01

Qualify

Score fit, evidence, commercial value, capacity, and mandatory eligibility before committing effort.

02

Map

Turn every instruction, criterion, attachment, and contractual condition into a controlled requirement.

03

Plan

Assign one owner, one due date, one evidence source, and one response location to every item.

04

Draft

Use grounded AI prompts that write only from approved company facts and evidence.

05

Review

Run consistency, evidence, commercial, contract, and compliance gates before release.

06

Submit

Control file names, signatures, attachments, final versions, and submission receipts.

Interactive product demonstration

One missing control keeps the response on HOLD.

This simplified walkthrough uses fictional data to demonstrate the workbook logic. Resolve the evidence and approval gap to see the dashboard and release decision update.

Mandatory requirement REQ-042Controlled requirement record
ID
Requirement
Evidence
Approval
REQ-042
Provide evidence of service continuity testing
Missing
Pending
Gap detected: evidence and approval are missing.

Dashboard and release gates

Evidence coverage96%
Open critical gaps1
Commercial readinessReady
Critical gates passed12 / 13
Release decisionHOLD
Inside the product

A complete response control room. No new software to learn.

Dashboard

Live release readiness

See completion, evidence coverage, overdue actions, open gaps, and the release decision in one view.

Workbook

Automatic gap detection

Flags missing owners, responses, evidence, approvals, locations, overdue work, and amendment impacts.

Workbook

Requirements control

200 configured requirement rows with status, risk, evidence, evaluator weight, reviewer, and final-check fields.

Workbook

Evidence lifecycle

Track approval, age, source, expiry, and reuse of case studies, metrics, policies, and CVs.

Workbook

Correct pricing logic

Model direct costs, contingency, discounts, markup, gross margin, and minimum acceptable price correctly.

Workbook

Evaluation coverage

Map weighted criteria to response locations, evidence, win themes, owners, and review status.

Release

Controlled release gates

Block submission until compliance, evidence, commercial, contract, production, and approval checks pass.

AI library

25 evidence-bound prompts

Extract requirements, draft responses, challenge claims, run red-team review, and capture lessons learned.

Guidance

Manual, quick start, example

Includes a full operating manual, a one-page start guide, and a populated worked example.

AI with controls

Generic prompts create text. This system controls the response.

ChatGPT can help extract and draft, but it does not automatically know which requirements are missing, which claims are approved, where scored criteria appear, what an amendment changed, or whether the commercial model is safe to release.

AI does the drafting work

Use 25 structured prompts for intake, extraction, evidence-bound drafting, evaluation, red-team review and final audit.

The workbook provides control

Owners, deadlines, evidence IDs, scoring weights, pricing logic, amendments and release gates remain visible and reviewable.

Free practical checklist

Check disqualification risks before submission.

A concise two-page review of mandatory requirements, signatures, attachments, limits, amendments, evidence, pricing approvals, deadlines and release gates.

Download the free checklist
Value calculator

Estimate the cost of your current response process.

This is an illustration, not a performance claim. Use your own assumptions.

Current labor cost$3,780
Illustrative saving$945
Complete bundle
$99

One-time business license. No subscription.

  • Protected Excel operating system with editable input cells
  • Fully populated worked example
  • Operating manual and one-page quick start
  • 25-prompt AI library
  • RFP disqualification risk checklist
  • Plain-English business and consultant-use license
  • Automatic digital delivery after purchase

Ordering opens when secure checkout is connected.

Before you purchase

Clear requirements. Clear boundaries.

Compatibility

Microsoft Excel

Designed for Excel 2019 or later on Windows or Mac, including Microsoft 365 desktop. Formula and dashboard cells are protected from accidental edits. No macros. Google Sheets is not supported.

AI access

Optional, not bundled

The workbook works without AI. Do not upload confidential, NDA-covered or sensitive buyer or company material unless the AI service is approved by your organization and appropriate for that data.

License

Business and consultant use

The purchasing organization may use the system internally. Proposal consultants may use it internally for client work and deliver normal proposal outputs, but may not transfer the product files or license to the client.

Purchase scope

Self-service product

Includes the files and documentation. It does not include proposal writing, customization, implementation, legal review, pricing advice, training calls or guaranteed support response times.

What exactly is delivered?

One ZIP containing the protected clean workbook, populated worked example, operating manual, one-page quick start, AI prompt library, disqualification risk checklist and customer license.

Can proposal consultants use it for client work?

Yes. A purchasing consultant or agency may use the system internally while performing RFP work for clients and may deliver normal proposal outputs. The product files may not be transferred to the client; a client that wants the system must purchase its own license.

Are product updates included?

Only if the seller chooses to issue them. The purchase does not promise a future feature roadmap or ongoing service.

Will this write or win the proposal for us?

No. It structures and controls the work. Your team remains responsible for the response, evidence, approvals, commercial decisions and submission.

Can you customize it for our company?

Customization and implementation services are not included. The included documentation is designed for self-service use.