Get started
This page walks through your first project, from sources to a buyer link. Write a file yourself, start from a template or ask the Assistant. Nothing reaches a buyer until your team approves and shares it.
Your first project: sources to buyer link
- Add your sources. In Company knowledge, capture your website or upload security documents, past proposals and call notes. Source capture and uploads cost no credits.
- Approve claims. In Claims, check that each claim's excerpt supports its wording, then approve it. Each claim keeps its source, version and approver. See Brand kit, sources and assets.
- Draft a file. Select Create work, or open Templates and choose Use template. Pick the account and opportunity if you have them. Write the file yourself or ask the Assistant: generating costs 25 credits and an edit costs 5. See Create a file.
- Review changes. When a claim changes, the project lists each file that used it. Choose Update, Keep exception or Defer for each one. See Review a changed claim.
- Share or export. Create a Pinned or Current link, or export DOCX, PPTX, XLSX, HTML or PDF, depending on the file type. Check the result before you send it. See Share and export.
Before you start
- Your logo, colors and typography, for the brand kit.
- Source documents for any claim a reviewer will want to trace: security documents, past proposals, call notes.
- The buyer, the deal and the questions they asked. The Assistant uses these in drafts.
Answer a security questionnaire
To answer a security questionnaire or RFP, create a document or spreadsheet in the buyer's project and draft the answers from your approved claims. Questions you can't support stay visible as gaps. Review every answer, then send a link or export DOCX, XLSX or PDF. Answers aren't written back into the buyer's original file. See Create a file.
Find your way around
The left sidebar has Work, Accounts, Projects, Company knowledge (claims, sources, brand kit and asset library) and Shared. Settings holds people, billing and integrations.
Open Projects to see a buyer's files and review changed claims. Open Shared to see every buyer link. Creating or editing a file doesn't publish it: a buyer sees nothing until you create a link.