How Can I Generate a Proposal Summary and Proposal Checklist?

You can generate a Proposal Summary and Checklist based on the Source and Supporting Documents you choose. You can also regenerate the Summary and Checklist after adding new documents.

Generating the Proposal Summary and Checklist

1. Click the Proposal Summary button at the top-right of your Project Workspace
   
2. Click Generate

3. Add Source Documents and Supporting Content

    

   Tip: Maximum total size of documents is 30MB.

   

4. For any Supporting Content, select the type
   
5. Use the checkboxes to select which documents should be included when generating the Proposal Summary and Checklist
   
6. Click Generate

Regenerating the Project Summary and Checklist

1. View the Proposal Summary
2. Click Regenerate
   
3. Add more Source and Supporting Documents, if required

4. Select whether to replace everything and regenerate, or append new insights
   

    

   Warning: When selecting Replace Everything, any manual edits will be lost.

5. Click Regenerate