Everything you need to answer a solicitation and win the work

SAM Submit is built around the solicitation response. Start with the notice, build a full RFI, RFQ, RFP, Sources Sought, or IFB response, generate the one-page Solicitation Response that proves you belong in the running, find teaming partners with Vendor Search, and let the CRM record the pursuit. Your company data is entered once and reused everywhere.

1. 1

   Import brings the facts in

   Pull your company record from SBA DSBS or SAM.gov, upload an existing statement or PDF for AI parsing, or type the details yourself. The same profile feeds both the Solicitation Response and the response.

2. 2

   Workspace is your single source of content

   Profiles, section text, certifications, past performance, and your logo live here. One profile is active at a time, and the active profile drives the builder, the designer, the response, the CRM, and vendor evaluation.

3. 3

   Respond starts with the notice

   Enter a SAM.gov Opportunity ID with your own SAM.gov API key. Respond reads the notice, every attachment and any linked pages, lists the requirements, and checks your proposal against them.

4. 4

   Statement lays it out as a one-page credential

   Load the active template, set how much of the page each section gets, move content on the canvas, and generate the single-page PDF that backs your proposal.

5. 5

   Respond turns your draft into a finished proposal

   Fix all gaps drafts the missing wording, a short checklist asks only for what the app cannot fill, and then you generate, edit, recheck and email the proposal. Bid or no bid is decided only once the proposal is complete.

6. 6

   Vendor Search finds teammates and competitors

   On the Search page, search public SAM.gov and SBA registrations by name, UEI, CAGE, NAICS, PSC, or location. Review published contacts, capabilities, federal awards, and exclusion status, then save vendors to the CRM and evaluate fit against any opportunity.

7. 7

   CRM keeps the pipeline current

   Agencies, contacts, opportunities, teaming partners, and activity are derived from your saved analyses, responses, and vendor research, so the pursuit history maintains itself.

An account keeps your profiles, documents, and subscription attached to you. You can browse non-AI parts of the app before signing up, while every AI request opens the sign-up prompt. Downloads are restricted by sign-in and subscription status.

1. 1

   Choose Sign up free, or Sign in

   Both buttons sit at the top right of every screen and open the same screen in the right mode: Sign up free opens registration, Sign in opens the sign in form. Email and password, or continue with Google. A Go to Homepage button under the card takes you back out.

2. 2

   Two panels, one for each visitor

   The panel beside the form matches where you are. New visitors see the join heading with reasons to create an account; returning members see a Welcome back heading with lines about picking up where they left off. An administrator can rewrite the heading, the sentence, and every list item, including its icon and icon color, from Admin under Communications, Sign In Page.

3. 3

   Confirm your email

   Open the confirmation message and click the link. Confirmation is what links your saved documents to you on any device you sign in from.

4. 4

   Reset a forgotten password

   Forgot password on the sign in form emails you a reset link that opens the reset screen. Usernames cannot be self served: if you have lost access to the email on the account, write to support@armadacyberdefense.us.

   Forgot passwordsupport@armadacyberdefense.us
5. 5

   Set your display name and avatar

   Account settings holds your name, avatar, contact email, and password. Your avatar is stored on your account, so it survives sign outs, new devices, and site updates.

   AccountProfile
6. 6

   Choose a plan for your team

   You can subscribe before creating an account and finish setting it up after payment. Plans include a set number of users, with unlimited Solicitation Responses, Solicitation Responses, and Downloads on every paid plan, and you can add more users at $35 each per month. The Subscribe screen shows what each plan includes.

Import is the fastest way to a complete profile. Search the SBA DSBS registry, pull from SAM.gov, upload an existing solicitation response, or start from a blank profile and type it in.

1. 1

   Choose SBA DSBS Profile

   Under Choose import method, select SBA DSBS Profile and paste your public profile URL directly below Import an SBA DSBS Profile. Upload Document and Enter Manually are alternative starting methods.

2. 2

   Include your solicitation response

   The optional capability-statement upload sits directly under Choose import method. Add a PDF, DOCX or TXT to supplement DSBS with differentiators, past performance and supplementary facts missing from SBA. Official SBA details are never overwritten.

3. 3

   Check a repeat import

   Before you import again appears only when the entered URL matches a previously imported company. It is collapsed by default; open the chevron to review the company, date and re-import explanation.

4. 4

   Review the match before you accept it

   Check the address, NAICS codes, and certifications against your own records. Registry data can lag behind reality, so anything stale should be corrected in Workspace after import.

5. 5

   Or upload a document you already have

   A previous solicitation response in PDF or Word can be read directly. Headings such as Core Competencies, Past Performance, and Differentiators are recognized and mapped into the matching sections. Scanned, image only pages are read with OCR.

6. 6

   Or start blank

   Create an empty profile and fill the sections yourself in Workspace. This is the right choice for a brand new entity with no registry footprint yet.

Workspace holds everything the document can say. Profiles let you keep separate versions per agency or joint venture, and the section checklist controls what appears in the PDF.

1. 1

   Set the active profile

   The card marked Active is the one every other screen reads. Use Duplicate to branch a profile for a specific agency, then rename it, for example ABC Technologies, Army.

   ABC Technologies, PrimaryActive92% complete
2. 2

   Add your logo

   Add logo on the profile card opens a cropper. A square or wide PNG with a transparent background works best. The logo appears in the template masthead.

3. 3

   Fill Company Data first

   UEI, CAGE, business type, structure, NAICS and PSC codes, contract vehicles, certifications, geographic coverage, security clearances, address, and contact details. Business type is a controlled list, so pick the closest match rather than typing a variant.

   Limited Liability CompanySDVOSB541512GSA MAS SIN 54151SArlington, VA (HQ)Secret
4. 4

   Use Anything Else for what has no field

   Anything Else carries facts the standard fields do not cover, such as a teaming posture, an award, or a partnership. Give it an importance weight so the layout engine knows how hard to fight for its space.

5. 5

   Write the narrative sections

   Core Competencies, Differentiators, and Past Performance carry the argument. Write in plain, specific language: what you do, for whom, at what scale, with what measured result.

6. 6

   Use AI Rewrite when the draft is rough

   AI Rewrite All rewrites every active section using only your own content, never invented facts. Compare rewrite passes shows the before and after side by side, and Revert All puts your wording back.

7. 7

   Choose what reaches the PDF

   Each section has a toggle. Included in PDF means it will be laid out by the template. Turning a section off frees its space for the sections that matter for this pursuit.

Your official CPARS evaluations are the strongest past performance evidence you own. Download the report you are authorized to access from CPARS, upload it in Workspace, and turn it into structured records that feed your Statement, Response, and Win Strategy.

1. 1

   Get your file from CPARS directly

   Sign in to CPARS yourself, outside SAM Submit, and download your own evaluation report. SAM Submit never asks for Login.gov credentials, CPARS passwords, cookies, session tokens, or MFA codes, and the in-app help panel walks you through the download.

2. 2

   Open Import from CPARS in Workspace

   In the Past Performance library, choose Import from CPARS beside Add Performance and Fetch from USAspending. All three methods feed the same library.

3. 3

   Upload XLSX, XLS, CSV, or a text PDF

   Drag the file into the drop zone or browse for it. The parser recognizes common CPARS heading variations, normalizes dates and currency, and preserves ratings and government narratives verbatim. Unsupported, oversized, empty, or unreadable files are rejected with a clear reason and never create blank records.

4. 4

   Review and select before saving

   The review screen lists every evaluation detected in the file. Select exactly which ones to import, then confirm. Nothing is written to your profile until you do.

5. 5

   Reimport safely any time

   Each evaluation carries a stable fingerprint, so importing an updated report updates the matching record instead of duplicating it, and it never overwrites text you wrote yourself.

6. 6

   Control AI use per record

   CPARS records show a source badge with ratings and narratives in a collapsible details view. A per-record switch decides whether that record may be used in AI drafting, so sensitive narratives stay out of prompts unless you allow them.

Tailor is now part of Respond. Respond reads the SAM.gov notice and every attachment, lists its requirements, checks and fixes your proposal, and only then, once the proposal is complete, gives a bid or no bid decision.

1. 1

   Enter the solicitation

   Paste the SAM.gov Opportunity ID or link in step 1 and add any other solicitation web pages, such as a buyer portal, in step 2. Respond reads the notice page, the description, every attached file and the linked pages in full. Links from the CRM, Workspace and opportunity pages that used to open Tailor now open Respond with the solicitation filled in.

   Step 1Step 2
2. 2

   Just list the requirements

   Under steps 1 and 2, Just list the requirements builds a clean list of every requirement with no proposal needed. Each one is marked Required or Desirable with its reference and source file. Group the list by section, type or source, and download it as PDF, Word or Excel.

   PDFWordExcel
3. 3

   Check and fix your proposal

   At step 3 choose Start a proposal from scratch or Upload a proposal I already have. Both paths share the later check, fix, edit and submission process, with consecutive step numbers for the visible path.

4. 4

   Generate, edit and recheck

   Generate my updated proposal, fill any highlighted placeholders in the editor, and press Recheck (free) until nothing is left.

5. 5

   Decide bid or no bid at the end

   Bid or no bid sits in Email your proposal and opens only once the proposal is complete. The call rests on the finished response and your company profile, says whether to pursue as prime, subcontractor or with a teaming partner, and lists what would change the decision.

Create an opportunity-specific AI report from the SAM.gov notice, your selected Workspace profile, its past performance and available USAspending research. Published facts, unknowns and AI assessments must be distinguished; a win estimate is decision support, not a guaranteed outcome.

1. 1

   Open Strategy from the main menu

   Strategy sits between Search and Statement in the main menu. Enter a SAM.gov solicitation ID, Notice ID or opportunity link, choose the Workspace profile to analyze, and use your own saved SAM.gov API key.

2. 2

   Choose official CPARS or an estimate

   Upload CPARS opens the import and download instructions. Official uploaded evaluations are automatically included and replace an estimated score. If you do not have an official report, select Exceptional 5, Very Good 4, Satisfactory 3, Marginal 2 or Unsatisfactory 1, or leave it blank. A self-reported score is not an official government evaluation.

3. 3

   Follow the work under Progress

   Look up scrolls to the progress panel. SAM.gov fetching and attachment reading finish before the report-writing phase. Follow company prime-award and market-history research from USAspending, source details and any unavailable-data notices. Use the bell for a completion notification, or Cancel to stop and reset.

4. 4

   Read the completed report

   The page scrolls to the report once writing finishes. Colored section headings, tables and charts organize the available evidence. Numeric visualizations distinguish AI assessments from actual award data. The first Teaming mention opens Find teaming partners in CRM.

5. 5

   Download or email the report

   Use Download PDF, Download Word or Email report above the finished report. Review the email recipient and message before sending.

6. 6

   Understand your allowance

   Visitors cannot run Strategy. Free signed-in accounts receive 10 reports per month and paid subscribers are unlimited. Administrators edit the analysis command in Admin; fixed presentation rules apply independently of that command.

Respond compares your proposal with every requirement in the solicitation, drafts wording for what is missing, and asks you only for what the app cannot fill itself.

1. 1

   1 The solicitation

   Enter the SAM.gov Opportunity ID. Lookups use your own SAM.gov API key, with step-by-step instructions one click away. Upload any files SAM.gov could not provide, PDF, Word, Excel, text or ZIP.

   Your own SAM.gov key
2. 2

   2 Other solicitation web pages

   Paste a link, such as a buyer portal or Q&A page, and it is added right away. Each page and its attached files are read and listed with file names and word counts. Click a link to open it in a new tab, or use the pencil to change it.

3. 3

   3 Choose how to start your proposal

   Choose Start a proposal from scratch or Upload a proposal I already have. The first draft uses your company profile and solicitation; unknown facts remain placeholders. On the upload path, drop in your files and press Check my proposal. The solicitation is used only as the list of requirements, never as proof that your proposal meets them. Uploads are read in full up to 1,000,000 characters per file.

4. 4

   4 Your proposal wording

   When the check finishes the page scrolls to step 4. Fix all gaps for me drafts wording for every Missing and Partly covered requirement, with live progress, Pause and Cancel. Filter results by All, Missing, Partly, Verification required, Covered or To resolve.

   Fix all gaps for me
5. 5

   5 Required before generation and before you submit

   One item shows at a time with a running count of checked and remaining items, plus Back to last item. Each item explains where it comes from, the requirement, what the check found and what to correct, with a link to the finding. Check-only items, such as deadlines and SAM registration, just need a check mark. Show all items opens the whole list.

   One item at a timeShow all items

Once every required item is checked off, generate the updated proposal, finish it in the editor, recheck it for free, and email it to the contracting officer.

1. 1

   6 Download and submit

   Generate my updated proposal opens once required items are done, and starts on its own when you check off the last one. It glows orange while it works. It stays locked after it finishes until you edit the document.

   Generate my updated proposalNotify me when done
2. 2

   7 Your updated proposal

   Open in editor to work directly in the document. Information still needed is highlighted where it belongs, with check boxes and links to each spot; that list is never part of the final proposal. Save under a name to keep versions, with the date and who saved it.

   Open in editorSaveWordPDF
3. 3

   Divide the writing across your team

   On a team of two or more, a saved proposal shows a Sections panel listing every heading. Assign each section to a teammate or press Take this section, set its status from Not started to Drafting, Ready for review, or Approved, and click a title to jump to it. A My sections filter shows just your share, and an approved section whose wording later changes returns to Ready for review.

   SectionsTake this sectionMy sections
4. 4

   Review together before you send

   The Review panel holds team comments with @mentions, a three step sign off in order: compliance and technical review, pricing review, then executive approval from a team admin. Each sign off records who signed and when in Eastern Time, and any wording change afterward voids every sign off so approval always matches the text being sent. A History tab keeps an uneditable record of it all. None of this appears in Word or PDF downloads.

   ReviewCommentsSign offHistory
5. 5

   Recheck for free

   Recheck compares the edited proposal with the same solicitation again. Rechecks of your own proposal never use a monthly check.

   Recheck
6. 6

   8 Email your proposal

   Contact names and emails are suggested from the solicitation, with CC and BCC. Sending opens only once the proposal is complete, and asks who approved it and when, in Eastern Time. You get a copy automatically, with your fixes and the compliance report, which the recipient never receives.

7. 7

   Decide bid or no bid at the end

   The bid or no bid recommendation appears in step 8 only after the proposal is complete and ready to send.

SAMAwards shows who won a contract and how many offers were received, and finds open opportunities likely to draw few offers.

1. 1

   Add your key only if it is missing

   Every lookup runs on your own SAM.gov API key. The setup card disappears once your saved key is available and the lookup changes from step 2 to step 1. Without a key, pressing search takes you to setup. Manage your key on the SAM.gov API key instructions page.

2. 2

   Contract Awardee and Offers Received

   Enter a solicitation or award number. Results show the awardee, amount, offers received and a link to the official USAspending record when one is verified.

3. 3

   Find few-offer opportunities

   Filter by NAICS, PSC, department, agency, opportunity type and set-aside to find open notices where few companies usually bid.

Every agency, contact, opportunity, and vendor you touch lands in the built in CRM. A left hand menu holds the dashboard, pipeline board, reports, pursuits, tasks, calendar, organizations, contacts, activity, and vendor research, and the pursuit stage advances on its own as the response moves from draft to submitted.

1. 1

   Fill the pipeline from SAM.gov

   Opportunity Search lives on the Search page in the main menu. It uses your own SAM.gov API key, so set that up first from the key card or the step by step instructions, and every reminder links back there. Search by keyword, SAM solicitation ID, Notice ID or SAM.gov link, plus notice type, set-aside, NAICS, PSC, agency, place of performance, due date window, and how recently the notice was posted. Clear resets every field at once. Tick the notices you want, then Add to CRM or Start in Respond. The CRM itself updates on its own, so there is no sync button to press.

   Opportunity SearchClearStart in Respond
2. 2

   Pick NAICS and PSC codes by name

   Browse beside the NAICS and PSC boxes opens the full official code lists. Type a number or a plain description, such as janitorial, and pick the code. Picking it again removes it, and you can still type codes in by hand.

   Browse
3. 3

   Research vendors and teaming partners

   Vendor Search in the CRM toolbar searches public SAM.gov and SBA registrations by name, UEI, CAGE, NAICS, PSC, city, state, or certification. Results show published contacts, award history, and exclusion status. Save a vendor, score fit against a CRM opportunity, find ranked teaming partners for a notice, or draft outreach without leaving the CRM.

   Vendor SearchFind teaming partnersEvaluate for opportunity
4. 4

   Choose exactly what goes into the CRM

   Results arrive with a tick box on each notice and a Select all or Select none control in the header. Only the notices you tick are added, and the count of selected notices and contacts is shown before you press Add to CRM.

   Select allAdd to CRM
5. 5

   Save a search and get it by email

   Save Search stores the whole filter set under a name. Saved Searches and Email Reports lists them so you can rerun one, duplicate it, rename it, delete it, or schedule email daily, every 2 or 3 days, or weekly at an Eastern Time you choose. Send only new or changed notices or all results, and use Send now for an immediate report. The emailed search opens CRM; select notices and press Start in Respond.

   Save SearchSaved Searches & Email Reports
6. 6

   Work the board

   The pipeline board shows one column per stage with the count and the value sitting in it. Drag a pursuit to another column and the stage saves immediately.

7. 7

   Claim a pursuit

   On a team of two or more, any unassigned pursuit shows Claim pursuit. Press it to become the capture owner, shown as a badge on the card. Owners keep the pursuit until an administrator reassigns it.

   Claim pursuit
8. 8

   Filter by owner

   All pursuits, My pursuits, and Unassigned filter the board, and a team member picker shows one person's workload with a count of what is shown. Solo accounts see the plain board as before.

   All pursuitsMy pursuitsUnassigned
9. 9

   Open a pursuit workspace

   Each pursuit has its own screen: capture dates, contract vehicle, value and win probability, incumbent and competitors, teaming plan, contacts, tasks, activity, and the win strategy already produced for that opportunity.

10. 10

    Let stages advance themselves

    Creating a response, passing compliance, building the package, and submitting each move the pursuit forward automatically. Emailing the finished proposal from Respond logs the submission on the pursuit, and the bid or no bid recommendation at the end of Respond writes back to the same record, creating the pursuit if it is not there yet. You only intervene to mark hold, no bid, won, or lost.

11. 11

    Assign tasks

    Add a task with an owner, priority, and due date, attached to the pursuit it belongs to. Open tasks appear on the dashboard, the pursuit, and the calendar.

12. 12

    Use the calendar both ways

    The month view shows due dates, follow-ups, logged activity, and events you add yourself. Choose whether the CRM sends its dates out to your own calendar, takes events in from an uploaded calendar file, or both.

    Out to my calendarIn from my calendarBoth ways
13. 13

    Turn on email reminders

    Reminders are off until you switch them on. Pick the address to notify, how far ahead to be warned, and whether to be reminded about due dates, follow-ups, or both.

14. 14

    Read the reports

    Reports total open pipeline, weighted value by win probability, win rate, and average days to award, then break the pipeline down by agency, set-aside, NAICS, and whether you plan to bid prime, team, or sub.

15. 15

    Sync to your own CRM

    Connect HubSpot, Salesforce, Zoho, Microsoft 365, or a signed webhook with your own credentials. Each user pastes their own token, it is encrypted before storage, and never returned to the browser.

    HubSpotSalesforceZoho CRMMicrosoft 365Webhook

Vendor Search is a federal vendor research workstation on the Search page. Search public SAM.gov and SBA registrations, see published contact information, review capabilities and award history, then save promising partners to your CRM.

1. 1

   Open Vendor Search from the Search page

   Vendor Search sits beside Opportunity Search on the Search page in the main menu. Clicking it switches the view to the vendor research panel, and anything you save lands in your CRM.

   Vendor SearchOpportunity Search
2. 2

   Search by company, code, or location

   Type a company name, UEI, CAGE, NAICS, PSC, capability keyword, city, or state. Filters for small business status, socioeconomic certification, federal award history, and exclusion status help narrow the list.

   UEICAGENAICSPSCSmall Business8(a)SDVOSBWOSB
3. 3

   Read published contacts first

   The results table leads with publicly published contact name, email, telephone, and position, followed by location, UEI, CAGE, primary NAICS, business status, and federal awards. When a field is not publicly available, the table says so rather than guessing.

4. 4

   Open a vendor record

   Click a vendor name to open the detail panel. Tabs cover overview, capabilities, awards, teaming fit, contacts, and the public sources that supplied each value. SAM registration status and any exclusion match are flagged clearly.

5. 5

   Save and categorize vendors

   Save a vendor to your CRM with one click, then set the relationship: potential prime, potential subcontractor, teaming partner, competitor, or other. Saved vendors appear in the CRM and can be removed at any time.

   Save to CRMPotential primeTeaming partner
6. 6

   Evaluate fit against an opportunity

   From a saved vendor or the results table, run Evaluate for opportunity to score the vendor against one of your CRM opportunities. The analysis compares NAICS, PSC, certifications, location, and past performance, then explains the fit.

7. 7

   Find teaming partners automatically

   Find teaming partners ranks active SAM registrants against the NAICS, PSC, set-aside, agency, and place of performance of a chosen opportunity, excluding your own company, and returns a scored shortlist.

8. 8

   Draft outreach without inventing facts

   Saved vendors can generate an outreach email draft that references your company strengths and the opportunity, while never fabricating contact details or awards. Review and send it from your own email client.

   Outreach draft

My Documents lists every saved solicitation response with its profile, template, and date, so past submissions stay reusable.

1. 1

   Reopen a document

   Opening a saved document restores its template, content allocation, and styling in the Statement screen exactly as you left it.

2. 2

   Duplicate before a new pursuit

   Duplicate an existing statement and tailor the copy. The original stays intact as your baseline.

3. 3

   Keep names consistent

   Agency plus opportunity plus month is a naming pattern that stays sortable as the library grows.

4. 4

   Remove what is stale

   Delete removes a document from the library. Old documents built on out of date certifications are a liability, not an archive.

Account settings holds your profile and company defaults. Subscribe shows plans priced by user count, with the same unlimited capabilities included in every paid plan.

1. 1

   Keep your contact details current

   The contact block feeds document footers, so a stale phone number ends up on a submitted statement.

2. 2

   Know what free accounts can do

   Free signed-in accounts can look around: browse every page, save work, and use CRM and workspace basics. AI tools and SAM.gov lookups need a paid plan or a trial invitation. Paid subscribers have no usage caps and include final downloads and emailed submissions.

3. 3

   Keep your work when navigating

   Typed form drafts restore when you return to the same page in this browser. General form drafts expire after 7 days and are cleared on sign-out; passwords, API keys and other sensitive fields are excluded. Respond separately retains its working results and uploaded files. Saved documents and Workspace records remain separate from these browser drafts.

4. 4

   Choose by number of users

   Essential includes 1 user, Professional includes up to 5 users, and Enterprise includes up to 15 users. Choose the plan that fits your team size.

5. 5

   Use the included capabilities

   Every paid plan includes unlimited Solicitation Responses, Solicitation Responses, and Downloads, along with AI drafting and tailoring, CRM, Company Workspace, and GovCon Learning.

6. 6

   Subscribe before you set up

   Checkout comes first: you can pay as a visitor and finish creating the account with the email you paid from. The benefits shared by every plan are listed once below the three plan cards, and the same list appears on the payment page.

7. 7

   Change plans as your team grows

   Choose a larger plan when you need more users, or add users to your current plan at $35 each per month, at checkout or later on an existing account. All paid plans include the same capabilities, so your plan choice depends on team size rather than document volume.

8. 8

   Manage security

   Change your password from Account settings, and sign out from the header menu on shared machines.

SAM Submit includes a machine-learning layer that learns from real pursuit outcomes. Your analyses, submissions, and recorded results become training data, and once enough quality data exists, trained models sharpen Win Strategy scores with explanations. A full console in Admin lets the platform owner manage datasets, models, and safety switches.

1. 1

   Use the platform normally

   You never have to do anything special. Running a Win Strategy analysis, accepting or rejecting tailoring recommendations, finishing a compliance check, and submitting a response each capture a training snapshot automatically, scored for completeness so only records rich enough to teach from are kept.

2. 2

   Record outcomes when the government decides

   The most valuable thing you can add is the result. When a pursuit resolves, record whether you won, lost, or were shortlisted. The Outcome prompt on your responses makes this a few clicks, and each outcome is joined back to the predictions that were made at the time.

3. 3

   Watch for ML confidence on Win Strategy

   Once an admin promotes a trained model, Win Strategy scores gain an ML confidence level and an explanation showing which factors pushed your probability up or down. When no model is promoted, or a model underperforms, you silently get the deterministic rules engine instead, and the prediction is flagged as a fallback.

4. 4

   Understand what the models learn

   Models predict probability of win, the best pursuit recommendation, and section preferences, trained on versioned datasets with time-aware splits. A model is always measured against work that happened after its training window, so accuracy numbers reflect real prediction, not memorization.

5. 5

   Admins: open the Machine Learning console

   In Admin, the Machine Learning tab opens the ML Control Center. Use Cases shows every registered decision layer and its current mode. System Map traces collection through outcomes and evaluation. Activity, Data Quality, Training Data, Models, Runs, Predictions, Performance, Feature Analysis, Feedback, Test Prediction, Growth Learning, Settings, and Logs expose the full governed lifecycle.

6. 6

   Start in collect-only mode

   Growth learning begins in collect-only mode, where it records immutable feature snapshots and outcomes without changing recommendations. Shadow and assisted modes remain guarded by minimum record, outcome, and improvement thresholds. Hard rules keep priority, and every mode change is audited.

Your company has a single private workspace that owns its data. The first person to sign up from your business email creates it and becomes the Primary Admin, and everyone else joins by invitation. Company profile, opportunities, responses and saved packages are shared by the whole team, while what each person may do depends on their access level.

1. 1

   The first person from your company creates the workspace

   Signing up with a business email creates the organization automatically and makes you its Primary Admin. Personal email providers cannot create one, since the company domain is what identifies the workspace.

2. 2

   Sharing a domain does not grant access

   A colleague who signs up with the same company email is told the workspace already exists and to ask their administrator for an invitation. This is deliberate: the domain identifies your company, it is not a key to your data.

3. 3

   Invite colleagues from Team and Access

   Open Account, then Team and Access. Enter the person's name and work email, add your invitation message, choose their access level, and send. They receive a single-use link that only works for that address, and you can resend or cancel it while it is still pending.

   AccountTeam & AccessInvite
4. 4

   Choose the right access level

   View only reads the work. Statement downloads adds Solicitation Response PDFs. Proposal downloads adds full proposals and submission packages. Editor changes content. Organization Admin also manages people and billing. Every level is described in the invite dialog, and a change takes effect the moment you save it.

   View onlyStatement downloadsProposal downloadsEditorOrganization Admin
5. 5

   Share the work, not the login

   Everyone in the organization sees the same company profile, pipeline, responses and saved packages, so nobody has to hand round a password or re-enter company data. The subscription and its user limit belong to the organization too.

6. 6

   Team up on pursuits and proposals

   With two or more members, the CRM lets each pursuit be claimed by a capture owner and filtered by owner, and the proposal editor adds a Sections panel for assigning sections and a Review panel for comments, mentions, and a three step sign off ending in executive approval. See CRM and pipeline and Generate and send for the details.

7. 7

   Hand over or remove access

   The Primary Admin role can be transferred to another administrator after a confirmation. Removing someone revokes their access to everything immediately. The workspace refuses to remove or downgrade its last administrator, and asks you to assign another one first.

8. 8

   Read the activity log

   Invitations, joins, access changes, transfers and removals are all recorded with who did them and when, so an administrator can always see how the team reached its current shape.

The Leadership page, linked in the footer between the contact email and the phone number, introduces the people behind the platform with a photo, title, bio, and a LinkedIn link for each member.

1. 1

   Open it from the footer

   The footer on every page links to Leadership between the contact email and the phone number.

2. 2

   Read the bios

   Each card holds a portrait, the person's role, a short bio, and a link to their LinkedIn profile, with a highlights row and a contact block below.

3. 3

   Admins keep it current

   Signed in as an administrator, a pencil on each card opens the editor: upload a new photo, paste the LinkedIn link, and update the name, title, and bio. Changes publish immediately.

Growth turns company goals, Workspace evidence, SAM.gov opportunities, and CRM relationships into a shared plan. It keeps recommendations explainable, preserves unknowns, and never invents missing facts.

1. 1

   Set the goals that shape the plan

   Record target agencies, industries, contract value range, geographic focus, planning horizon, and how your company wants to pursue work. Save them once for the organization so recommendations reflect the same strategy for the whole team.

2. 2

   Work the Roadmap

   Roadmap cards explain what to do, why it matters, and which Workspace or public evidence supports it. Mark a step done, dismiss it as not for us, or send it to CRM tasks without recreating the work.

   Mark doneAdd to CRM tasksNot for us
3. 3

   Review matched Opportunities

   Opportunities found through the CRM search are scored against your goals and company profile. Each card separates strengths, concerns, and unknown information, and links back to SAM.gov or into Respond.

4. 4

   Build Connections from real records

   The Connections view uses companies already found through Vendor Search and saved in your CRM. A partner remains the same organization record everywhere instead of becoming a duplicate list.

Learning combines published SAM Submit courses, knowledge checks, certificates, personalized recommendations, source-backed federal updates, team assignments, and approved training from outside providers.

1. 1

   Browse the catalog

   Search published courses by title, topic, or category. Each card shows difficulty, estimated time, and lesson count. The catalog is open to visitors, while enrollment and progress require a free account.

2. 2

   Learn and prove completion

   Enroll, work through lessons, complete server-graded knowledge checks, and track progress in My Learning. When course requirements are met, the certificate records the course version and issue date.

3. 3

   Use For you without losing the catalog

   Personalized Learning uses your company profile, industry, role, experience, and goals to put useful training first. It only reorders recommendations, and never hides the full catalog.

4. 4

   Browse approved external training

   External training lists only administrator-reviewed courses from other organizations. Filter by provider or cost, see the published format and availability, then open the provider's own page. You can save a course or self-report completion, but SAM Submit does not claim to verify activity on another site.

5. 5

   Follow confirmed federal updates

   Updates appear only when a change has been confirmed against an official source. Each briefing keeps its citation and effective date so your team can verify what changed.

6. 6

   Assign training across the team

   Organization administrators can assign courses and review member progress from the Team tab, while each learner keeps their own enrollments, progress, and certificates.

The contextual assistant opens on the right side of Learning and understands the course or lesson in front of you. It answers from approved material and official sources, not from an unsupported guess.

1. 1

   Open Ask SAM Submit

   Use Ask SAM Submit from Learning or a lesson. The panel carries the current Learning context into the conversation and starts fresh when you move to a different lesson or course.

2. 2

   Type or speak

   Type a question, or use the microphone to record one. The transcript appears in the question box for review and editing before anything is sent. The microphone never records continuously.

3. 3

   Check what the answer is based on

   Grounded answers list their sources. If the approved course or official material does not support an answer, the assistant says so rather than inventing a citation or pretending it can see proprietary external course content.

4. 4

   Listen, simplify, and practice

   Read an answer aloud, ask for a simpler explanation, request practice questions, or follow a related training recommendation without leaving the page.

5. 5

   Rate the answer

   Helpful and not helpful controls feed quality monitoring. Conversations and feedback stay scoped to your organization.

Platform administrators can prepare a client's company profile, choose ownership and a time-limited unlimited-access grant, then send a personalized invitation from Admin, Add a client.

1. 1

   Bring in the company information

   Open Admin, Add a client, or its CRM Organizations shortcut. Fetch the DSBS profile, upload a company document, or enter the details manually, then review the company fields.

2. 2

   Enter the client and access details

   Enter the client's name and email, add your personal invitation message, and choose whether the client owns the workspace, you remain the owner, or both are administrators. Set the unlimited-access duration in days or months and review its end date.

3. 3

   Create and invite

   Create the company and invitation after checking the details. The invitation uses the recipient name, company name and your message. Check the send result rather than assuming an email reached the inbox.

4. 4

   Edit a pending invitation

   On the client card choose Edit invitation. Change the contact name, email or personal message and Save. Saving does not replace an email already received; use Resend invitation to send the new details.

5. 5

   Resend and review its history

   Choose Resend invitation on the company card. The visible card note records the latest resend date, recipient and how many times it has been resent.

6. 6

   Extend or remove access

   Extend restarts the unlimited-access clock using the duration chosen in the form. Remove access returns the company to its own plan. Draft company and invitation entries are retained when navigating away and back in the same browser.