Proposal Workspace

The Proposal Workspace is where you create, edit, and finalize your RFP responses. It combines powerful editing tools with AI assistance and compliance tracking.

Workspace Overview

The workspace provides:

• Rich Text Editor — Full-featured document editing
• AI Assistance — Intelligent drafting and suggestions
• Requirement Tracking — Ensure every requirement is addressed
• Version History — Track changes and revert when needed
• Collaboration — Comments, mentions, and real-time editing

Document Structure

Outline View

The left panel shows your proposal structure:

• Auto-generated from RFP headings
• Drag to reorder sections
• Click to navigate

Section Editor

The main editing area where you write content:

• Rich text formatting
• Tables, images, and callouts
• Inline requirement references

Compliance Sidebar

The right panel tracks requirement coverage:

• Linked requirements for each section
• Green check when addressed
• Orange flag when incomplete

Editing Features

Slash Commands

Type / to access quick actions:

• /table — Insert a table
• /image — Add an image
• /snippet — Insert from content library
• /requirement — Reference a requirement

Formatting

Standard rich text options:

• Headings and paragraphs
• Bold, italic, underline
• Bulleted and numbered lists
• Links and references

Word Count

Monitor document length in the bottom right:

• Section word count
• Total document count
• Target limits (if specified by RFP)

AI Assistance

Generate Draft

Let Valent create an initial draft:

1. Open a section
2. Click “Generate Draft”
3. Review and refine the output

Suggest Answer

Get help with specific requirements:

1. Highlight a requirement
2. Click “Suggest Answer”
3. Accept, edit, or regenerate

Prompt Assist

Guide the AI’s tone and content:

• “Make this more technical”
• “Add ROI data”
• “Simplify for executive summary”

Version Control

Auto-Save

Valent saves your work automatically every few seconds.

Version History

Access previous versions:

1. Click “History” in the toolbar
2. Browse versions by date/time
3. Compare changes
4. Restore if needed

Change Attribution

See who made each change:

• Author name on each revision
• Timestamp for accountability
• Comment history preserved

Collaboration

Comments

Leave feedback on content:

• Highlight text and add comment
• @mention teammates for attention
• Mark resolved when addressed

Section Status

Track progress with status labels:

• Draft — Work in progress
• In Review — Ready for feedback
• Approved — Finalized content

Exporting

Export Options

When ready to submit:

1. Click “Export”
2. Choose format (Word, PDF)
3. Select a template for branding
4. Download or share

Export Includes

• Table of contents
• Page numbering
• Company branding (from templates)
• Requirement compliance matrix (optional)