Stop wasting time on Shreds & X-Ref
Focus your time on Proposal Outlines and the quality of your response.
The CAP allows users to build their Proposal Outlines by automatically shredding RFX’s. To ensure Compliancy, a user can automatically generate an X-Ref at any time while building the Proposal Outline.
See how it works in a few short steps
Step 1
Opening the Proposal Builder
- Click the ‘Proposal Builder’ icon
- Select your Workgroup
- Click ‘Open’
Step 2
Opening a Proposal Outline
- Select your project
- Click ‘Open’
- Select/Create a Proposal Outline
- Click ‘Apply’
Step 3
Checking Boxes in the Allocation Window
- Select your Proposal Outline
- Select the file(s)
Step 4
Adding a New Section
- Click ‘Add Section’ button
- Name the Section
- Click ‘Apply’
Step 5
Adding a New Sub-Section
- Click ‘Add Sub-Section’ button
- Name the Sub-Section
- Click ‘Apply’
Step 6
Removing a Section
- Click on a section
- Click ‘Remove’
- Click ‘Remove’, again
Step 7
Renaming a Section
- Select a section
- Click ‘Rename’
- Name the Section
- Click ‘Save’
Step 8
Clicking and Dragging a Requirement into the Proposal Outline
- Select a Requirement
- Drag selected Requirement into desired Proposal section
Step 9
Clicking ‘Generate Cross Reference Compliance Matrix’
- Click the ‘Generate Cross Reference Compliance Matrix’ button at any time during your build
Step 10
Clicking ‘Generate Proposal Outline’
- Click the ‘Generate Proposal Outline’ button at any time during your build
Step 11
Clicking the ‘Home’ button
- Click the ‘Home’ button to return back to the ‘Welcome’ page
Yes, it is that simple…
