When to use manual upload
- You received an RFP directly via email or a private portal
- The RFP is not indexed by public procurement sites
- You want to analyze a document from your own files
Steps
Go to the Upload tab
Navigate to RFP Library in the sidebar, then click the Upload RFP tab at the top of the page.
Enter RFP details
Fill in the required fields:
- RFP name — a descriptive name for this opportunity
- Source — where the RFP originated (e.g., “State of California”)
- Source URL — a link to the original posting, if available
Upload your files
Drag and drop your files into the upload area, or click to browse your computer. You can upload multiple files for the same RFP (e.g., the main solicitation document plus addenda).
Select an AI model
Choose the AI model to use for analysis. The default model works well for most RFPs. Hover over each option to see a brief description of its strengths.
Submit
Click Submit to start the upload and analysis process. Your files are uploaded securely and the AI begins processing.
Monitor progress
Switch to the Library tab to see your submission in the list. The status column shows the current processing stage. The page updates automatically as processing progresses.
Supported file types include PDF, Word documents (.docx), Excel spreadsheets (.xlsx), and plain text files. For best results, upload the original document format rather than scanned images.