Creating Bids with AI Assistant
Use the Max AI Bid Assistant to organize source documents and prepare working proposal drafts. The assistant supports your process; it does not determine solicitation compliance or submission readiness.
What You'll Learn
This guide covers a source-grounded drafting workflow: upload relevant documents, ask for an outline or draft, review every statement against the source, and export a working Word document. You remain responsible for the final response, attachments, formatting, approvals, and submission.
Upload and Analyze RFP Documents
Start by uploading the solicitation and related documents. The assistant can use those files as context and help identify candidate requirements, deadlines, and evaluation criteria for your review.
Useful review requests include:
- Candidate requirement identification and categorization
- Deadline identification for comparison with the official notice
- Evaluation criteria and scoring references from supplied sources
- A draft requirement checklist for human verification
Source Review Tip
Upload the solicitation, amendments, Q&A, and technical attachments that you are authorized to use. Then compare the assistant's output with every source document; uploaded context does not guarantee complete analysis.
Set Up Your Bid Structure
Ask the assistant for an outline based on specific solicitation sections, then edit the structure yourself. Do not assume an AI-generated outline includes every required volume, form, attachment, or instruction.
Standard bid sections include:
- Executive Summary
- Technical Approach & Methodology
- Past Performance & Experience
- Management Plan & Organization
- Cost/Price Proposal
Create Content with AI Writing Tools
Use the AI writing assistant to prepare working content for each section from the context you provide. Supply approved company facts and require source references where possible before editing the draft.
AI writing features:
- Context-aware content generation
- Requirement-specific responses
- Tone and style consistency
- Source-coverage review prompts
Review and Finalize Your Bid
Before submission, run a human-led review against the complete solicitation and every amendment. You can ask the assistant for a draft checklist or editorial suggestions, but those outputs can be incomplete.
Final review checklist:
- All RFP requirements addressed
- Page limits and formatting checked against the source
- Consistent terminology and messaging
- All required attachments included
🎯 Proposal Review Practices
Content Strategy
- • Lead with your strongest differentiators and unique value proposition
- • Use specific, quantifiable examples with measurable outcomes
- • Address risk mitigation proactively with concrete solutions
- • Customize every proposal for the specific opportunity and agency
- • Emphasize compliance and past performance relevance
Process Tips
- • Start early and plan backwards from submission deadline
- • Involve subject matter experts throughout the writing process
- • Export working drafts to your approved collaboration and review tools
- • Save explicit versions and record review milestones
- • Conduct thorough compliance reviews before submission
Essential Bid Assistant Resources
AI Writing Tools
Learn source-grounded prompting and human-verification practices
External Review Workflow
Export drafts for review; real-time Bid Assistant collaboration is not currently live
Find Opportunities
Search and discover government contract opportunities to bid on
Need help preparing your first AI-assisted bid draft?
Contact Support