Skip to main content
The Summary tab is the primary view for your analyzed RFPs. It presents an AI-generated overview of the opportunity including a cover sheet, fit score, match indicator, and item matching table. From your RFP Library, click any analyzed RFP row. The folder detail page opens with the Summary tab selected by default.

​
Cover sheet

The cover sheet is an AI-generated executive summary organized into these sections:
The title, solicitation ID, issuing agency, contact information, and portal details for the RFP.
Key dates including the posted date, due date, Q&A deadlines, and any other milestone dates extracted from the documents.
A summary of what the RFP is requesting, including the types of products or services, delivery locations, and contract duration.
Instructions for how to submit a response, including required forms, certifications, formatting requirements, and delivery method.
Additional details such as evaluation criteria, set-aside requirements, insurance minimums, and any special conditions.

​
Fit score

The fit score is a composite score from 0 to 100% that indicates how well the opportunity matches your organization’s capabilities. The score considers:
  • Match percentage — how many of the RFP’s line items match products in your price list
  • Potential value — the estimated contract value
  • Requirements met — how many requirements your organization can satisfy
Color coding helps you quickly assess the result:
  • Green (70-100%) — good fit, worth pursuing
  • Yellow (40-69%) — moderate fit, review details before deciding
  • Red (0-39%) — poor fit, likely not a match for your capabilities
Improve your fit score by keeping your price list current and adding custom requirements that reflect your organization’s capabilities.

​
Match indicator

The match indicator shows what percentage of the RFP’s requested items match products in your price list. This is displayed as a percentage alongside the fit score.
The match indicator and item match table are available in Full mode only. In Discover mode, the summary shows the fit score and cover sheet without item-level matching.

​
Value estimator

The value estimator provides an estimate of the total contract value based on the quantities and pricing extracted from the RFP documents. This helps you prioritize high-value opportunities.

​
Item match table

The item match table shows a side-by-side comparison of:
  • RFP items — the products or services requested in the solicitation
  • Your items — the matching products from your price list
  • Match score — how closely each pair matches
This table helps you understand which products you can offer and where gaps exist.

​
Additional actions

  • Re-qualify — click this button to re-run the AI analysis. This is useful after updating your price list or knowledge base.
  • Download as PDF — export the cover sheet and summary as a PDF for offline review or sharing.