RFP review workflow

Turn RFP files into cited review work.See how SourceFlag turns public solicitations into cited review work.

Upload public solicitation files, ask grounded questions, create rows, flag risks, and hand off kickoff notes.Upload public solicitation files, ask cited questions, inspect source context, build compliance-style outputs, flag review items, and move into drafting with fewer disconnected tools.

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SourceFlag workspace

Upload

RFP.pdf + attachments

Ask

Past performance required?

Matrix

Owner / status / citation

Does this solicitation require a past performance volume?

Grounded answer

Yes. The offeror must submit a Past Performance Volume with no more than three relevant references.

Section L, p. 45Matrix row created

Source context

Section L

Instructions to Offerors

p. 45

Offeror shall submit a Past Performance Volume with no more than three relevant references.

Needs review

Human review should confirm recency rules before final compliance use.

What happens after upload

A concise upload-to-output flow your team can inspect.

SourceFlag keeps the first-pass review work concrete: source files, cited answers, source context, reviewable rows, flags, and handoff.

Upload package

Public PDFs, Word docs, Excel attachments, amendments, and forms.

Prepare workspace

SourceFlag organizes files for grounded Ask and first-pass review.

Ask questions

Ask practical RFP questions and keep answers tied to source context.

Inspect source

Open citation badges, excerpts, pages, and attachment references.

Build rows

Create matrix-style requirements, deadlines, owners, statuses, and notes.

Flag review items

Route conflicts, missing attachments, and ambiguous instructions to humans.

Draft/export

Prepare summary, kickoff notes, drafting context, and export-ready handoff.

Feature gallery

Inspect product clips before choosing.Inspect the same product clips before you choose a plan.

Swipe cited Ask, rows, flags, and export handoff previews.These recorded clips show cited Ask, compliance-style rows, needs-review flags, and export handoff from one source-backed workspace.

Team feature gallery

See Team workflow clips.Team workflows for proposal leads running parallel pursuits.

Review manager guidance, cross-project Ask, guests, and assignments.Team shows recorded clips for proposal-manager guidance, cross-project Ask, guest review, and assignment workflow.

Why this is not generic AI chat

Purpose-built for first-pass RFP review.

Manual review

Slow page-by-page reading, manual notes, and spreadsheet setup before kickoff.

Generic AI chat

Fast answers without enough workflow structure, citation discipline, assignments, or handoff.

SourceFlag

A source-backed workspace for requirements, deadlines, flags, drafting context, and export-ready proposal work.

Product-led SEO paths

Connect the workflow to specific review jobs.

Use these pages to evaluate compliance matrix creation, source-backed review, bid/no-bid prep, and fair workflow comparisons.

Turn public RFP language into reviewable compliance-style rows.

Use SourceFlag to create first-pass compliance-style rows from public solicitation packages with citations, owner/status fields, and review notes.

Review public RFP packages with citations beside the work.

Review public RFP packages with cited answers, source excerpts, review flags, and proposal handoff work.

RFP compliance matrix template with source-backed fields.

Build a practical RFP compliance matrix template with requirement text, citation, owner, status, deadline, and review notes.

SourceFlag vs. generic AI chat for RFP review.

Compare SourceFlag with generic AI chat for public RFP review, citations, workflow artifacts, and human verification.

Public files only. Human review required.Built for public solicitations, with source context close to every output.

Use SourceFlag for public/unclassified solicitation materials. Verify AI-assisted output before use.SourceFlag is for public and unclassified solicitation materials only. AI-assisted output can be wrong or incomplete, so citations and human review stay central to the workflow.

Read Trust Center

Source-backed outputs

Citations and excerpts stay close to important answers.Citations, page references, source excerpts, and attachment cues stay close to important answers.

Do-not-upload boundary

Do not upload restricted, controlled, private, or sensitive material.No CUI, Federal Contract Information (FCI), ITAR-controlled data, EAR/export-controlled material, classified information, source-selection-sensitive information, procurement-sensitive information, non-public government or contractor information, private capture material, internal pricing strategy, sensitive customer/subcontractor/teaming material, regulated personal data, or restricted material.

Human review required

Proposal, pricing, legal, and compliance decisions stay human.Proposal, capture, pricing, legal, and compliance decisions remain human responsibilities.

Workspace access

Access follows account roles, memberships, and invitations.Workspace access follows the configured account, membership, invitation, and role flow.

See the finished synthetic sample, then compare plans.

The Sample page shows the artifacts a buyer should inspect: summary, matrix, deadlines, flags, cited Ask, and export handoff.

See Sample Output Compare Plans

Product questions, answered.

SourceFlag supports first-pass review, not unsupported guarantees or replacement of proposal-team judgment.

What file types can I upload?

SourceFlag is built around public solicitation packages, including PDFs, Word documents, Excel attachments, amendments, forms, and related public/unclassified source files. Do not upload CUI, Federal Contract Information (FCI), ITAR-controlled data, EAR/export-controlled material, classified information, private capture material, internal pricing strategy, sensitive customer/subcontractor/teaming material, regulated personal data, or restricted material.

Can SourceFlag create a compliance matrix?

SourceFlag can help produce compliance-style checklist rows from public solicitation material, including requirements, source references, owner/status fields, notes, and review items. Human review is still required before relying on the matrix for final proposal compliance.

Can I verify where each answer came from?

Yes. SourceFlag is designed around source-backed outputs. Important answers and review items should point back to the source file, page, excerpt, or attachment so your team can verify before use.

Does SourceFlag replace our proposal team?

No. SourceFlag accelerates first-pass review and keeps source context close to the work. Proposal, capture, legal, pricing, and compliance decisions remain human responsibilities.

What happens after I choose a plan?

The self-serve flow is account creation, checkout, workspace setup, public solicitation upload, first-pass review, grounded Ask, citation review, checklist-style outputs, and drafting or export handoff.

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