UpliftRFPSupport

    Where to start

    Sign in, understand the layout, and complete the essential first steps to get the most from UpliftRFP.

    UpliftRFP is a tender response platform. You store reusable content — past proposals, policies, case studies, and key personnel profiles — in the Content Vault, then create a project for each live tender opportunity. The app generates draft answers using your vault content, and you refine and export when you are ready.

    After signing in you will be taken through any workspace or subscription steps your organisation uses, then land on the Dashboard. Everything is reachable from the left-hand sidebar.

    The typical workflow

    • Populate the Content Vault — upload your best past proposals, policies, and supporting documents so the AI has material to draw on.
    • Configure Customisation in Settings — complete Company Purpose, Brand Tone of Voice, and Custom Prompt so generated answers reflect your organisation's voice.
    • Create a tender response from Tender Responses → New response, uploading the tender documents if you have them.
    • Run Bulk answer generation to produce first-draft answers across all questions at once.
    • Review and refine each question using the answer editor and AI Assistant.
    • Run Tender Intelligence QA to check quality, tone, and coverage before submission.
    • Export the response as a Word document for final formatting and submission.
    • Add the completed response to the Content Vault (with submission date and outcome) so future projects can reuse it.

    Suggested first steps (first 15 minutes)

    • Go to Settings → Customisation and fill in Company Purpose, Brand Tone of Voice, and Custom Prompt — these fields directly shape every generated answer.
    • Open the Content Vault and upload three to five of your best recent proposals, your company overview document, and any standard policies you quote in tenders.
    • Create a test tender response to explore the project page before working on a live bid — you can always archive or delete it.

    Common first-time questions

    • My draft answers look generic — the Content Vault is likely empty or sparse. Add more relevant documents and re-run generation on those questions.
    • I cannot see a colleague's project — you are probably viewing different workspaces. Check the workspace switcher at the top of the sidebar.
    • The app asked me about billing straight after sign-up — you may be on a trial, or your organisation admin needs to set up a plan under Settings → Billing.
    • My RFP file did not extract questions — text-based PDFs and Word documents give the best extraction results. Scanned image PDFs are read via OCR and may produce less accurate results. Wait for extraction to complete (a spinner or status badge will confirm) before expecting a question list.
    • I do not see the AI Assistant — it lives inside the Question page, not the project list. Open a question from the project page to find it.