The Complete Proposal Solution

Getting Started with the Updated AutogenAI Experience

Everything you need to get your team up and running with confidence. Work through the resources below at your own pace or share directly with your team.

Your Onboarding Checklist

Follow these steps to get your team set up and confident on the updated platform.

  1. Explore the interactive product walkthrough below to see the new experience in action.
  2. Share this page with your team before go-live.
  3. Explore the new courses and knowledge base articles.
  4. Contact your CSM if you have questions or need tailored support for your team.
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See it in Action

See the new experience in action.

What’s New

The information your team needs to get up to speed on the new experience.

Here you’ll find the courses, knowledge base articles and FAQ’s to help you and your team get familiar with all of the new changes.

Have a question not covered here or need support tailoring the rollout for your team? Reach out to your Customer Success Manager.

The Homepage

See your most important work the moment you log in and start in one click.

The Editor

Research, write and review winning proposals without ever leaving the document.

Projects

A clear path from the moment an RFP lands to the moment you hit submit.

Smart Workflows

One faster, smarter workflow that replaces the old way of doing things.

Data Sources and Integrations

Pull the right content straight from the tools your team already uses.

Frequently Asked Questions

Full answers to the most common questions about this update.