Integrations
Git Repository Management
Configure workspace repositories (Monorepos or Polyrepos) automatically, establishing standard structures including README.md, .github pipelines, and custom MCP connectors.
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Configure workspace repositories (Monorepos or Polyrepos) automatically, establishing standard structures including README.md, .github pipelines, and custom MCP connectors.
Warranty periods, support periods, etc.
Sync Work Breakdown Structure (WBS) directly to Jira, Monday.com, or ClickUp boards.
Natively push opportunity metrics, scopes, and generated budgets back to HubSpot, GHL, or Salesforce pipelines.
Collaborate on projects with specific workspace sharing permissions and multi-level leader approval hierarchies.
Ability to reverse-engineer a reusable template directly from an uploaded or completed proposal document.
A chat assistant that directly interacts with active projects, allowing users to modify details conversationally.
Feedback controls; feedback/response of the client/customer on the generated artifact; the result of the engagement = success/failure; reasons for the failure
Feedback controls; feedback/response of the client/customer on the generated artifact; the result of the engagement = success/failure; reasons for the failure
Add 'Prototyping Prompts' output inside Quick Quotes Summary to easily export UI specs to AI code tools.
Allows admins to build custom industry workflows and scoping steps directly within the UI.
Based on this industry, the service roles and proposal generation workflow will change and work accordingly
Redesign knowledgebase and engagement management system designed to support dynamic project lifecycles and contextual analysis. It highlights significant functional gaps, including missing integrations for task management platforms, repository generation, and sovereign AI features, alongside a need for better engagement planning and risk management tools.
Separate sections in requirements analysis for clear client-stated vs. AI-inferred requirements. (Implicit or Explicit Requirements)
Tracks historical scope adjustments and links revisions to individual line-item cost updates.
Provide parallel rollups of estimations by team size and headcount besides raw man-hours.
An AI-powered historical proposal repository that indexes past bids, resumes, and boilerplate clauses, auto-tagging them to allow one-click insertion of winning snippets
Enterprise-grade encryption and isolated upload enclaves designed to secure highly sensitive client briefings and government solicitations (complying with FAR/DFAR standards)
A visual Kanban workflow board that automatically draft-assigns tasks to internal SMEs, manages multi-author approval workflows, and locks approved proposal blocks to prevent rogue edits
for both WBS & Proposals on user's suggestion
CRM style deals pipelines for proposals
Stagewise enhanced notifications through out the proposal journey
For webhooks configure a event so that customer can update the proposal sent via shareable link
Expose secure API endpoints authenticated via custom API keys for external trigger integrations.
Configure outgoing webhooks to notify external endpoints when scoping jobs or approvals finish.
Based on this industry, the service roles and proposal generation workflow will change and work accordingly
Based on this industry, the service roles and proposal generation workflow will change and work accordingly
Based on this industry, the service roles and proposal generation workflow will change and work accordingly
Based on this industry, the service roles and proposal generation workflow will change and work accordingly
Ensures that manual edits made to Requirements Analysis are preserved when hitting regenerate.
Ensures manual edits made in the Functional Specification editor are not lost during AI regenerations.
Ensures custom tasks and hour updates in the Work Breakdown table are locked and preserved during regenerations.
Create login with first/last name, username, email, password (username: letters/numbers/underscore; password: 8+ chars, 1 letter, 1 number).
6-digit code sent to email; Resend code and Back to details options.
3-step tracker: Create Organization → Add Service Role → Configuration Template.
Organization name + Industry dropdown (10 industries incl. Software Dev, AI/ML, E-commerce, Other).
Name, Description, Additional Info per role; “Generate with AI” for descriptions; industry-based suggested roles.
Estimation mode (Hourly/Daily), buffer %, hours/day, attach roles + rates during first-time setup.
“You're All Set” screen with Go to Dashboard action.
Email + password sign in.
Password-reset entry point from sign-in screen.
Link to registration from the sign-in screen.
Grouped menu: Platform, Quick Quotes, Configurations, plus Organization/Roles/Subscription at the bottom.
Current plan, Active indicator, billing cycle, next billing date, View Billing link.
Shortcuts: Create Project, View Projects, Create Quick Quote, View Quick Quotes.
Progress bars for Users, Projects, Quotations, AI Tokens with limit-reached warnings.
Popup from profile button: AI Tokens usage, Account/Security/Billing/Notifications links, Log out.
Profile image, name/username edit, registered emails (primary/verified), add email.
Change password; view active sessions (device, current session tag, last active).
View current plan, View Pricing Plans, Open Stripe Customer Portal.
Search notifications; mark all as read; filter by Type and Status.
Free / Professional ($20/mo) / Ultimate ($100/mo) plans, Monthly/Yearly toggle with yearly discount.
Plan summary, promotion code entry, payment details via Stripe.
Payment Successful screen + confirmation email.
Default roles (Org Admin, Org Member) plus custom role creation.
Read/Write/Delete/Manage toggles per permission category (AI_tokens, Audit, Config, Customer, etc.); Org Admin is read-only.
View active organization; Edit (industry, contact, addresses).
Add an additional workspace (name, description, website).
Invite by email + role, multiple invites at once, Send Invites.
List of sent invites with sender, dates, role, and status.
Role cards with name, active status, description, usage count, created date.
Name/Description/Additional Info, Active toggle, industry-based suggestions.
AI expands/polishes role description and additional info; Update/Delete.
Name, description, estimation mode, buffer %, hours/day, attach roles + rates.
Update template or delete entirely; remove a single attached role.
Build from a Configuration Template or manually; set estimation mode, buffer, roles, output template, default flag.
Edit settings, remove a role, or delete the configuration.
Name, description, type (Project/Quotation), output format (DOCX/PDF), default flag, template editor (header/footer/content).
Name, pipeline stage (Requirements Analysis / Functional Spec / Work Breakdown / Effort Estimation), instruction text, applies to Quotation/Project, active toggle.
Filter by Stage, Type, and Status (combinable).
Toggle on/off, edit, or permanently delete.
Search customers, filter by status.
Company name, primary email/phone (required); status; optional addresses and contacts.
Lead / Prospect / Active / Inactive stages with status history.
View or delete a customer via the Actions menu.
Profile header, primary address, status history, contacts.
Update company info, address, and contacts; delete customer.
Search by name; filter by status, config, and date range; Create Quotation entry point.
Quotation name, configuration selection, project requirements text, optional file upload (up to 5 files, 10MB, .txt/.pdf/.docx/.doc).
Requirements → Requirement Analysis → Functional Specification → Work Breakdown → Summary, with Pending/Processing/Completed status tracking.
Project overview, functional/non-functional requirements, tech specs, risks & assumptions, open questions; fully editable; Save Changes / Re-generate Analysis.
Generated spec document; Regenerate on validation failure.
Component/Module/Task hierarchy with complexity scores and per-role time estimates; Expand/Collapse All, Recalculate, Export Excel.
Total Effort, Total Man Days, Complexity Factor, Total Cost; cost/role breakdown; proposal preview/download; “Estimations changed” regeneration banner.
Regenerate a section, Download PDF, Share the quotation.
Project name, customer, project type, payment frequency, start/end dates, optional config template.
Multiple named scope versions per project (e.g. “Initial Scope V1”) with requirements text and file uploads.
Requirements → Requirement Analysis → Functional Specification → Work Breakdown → Summary, each editable with Save Changes.
Component/Module/Task breakdown with complexity, manual component add, Recalculate, Export Excel.
Compile analysis, timeline, and cost into DOCX/PDF; Preview and Download.
Plain-language glossary of ~30 platform terms (RFP, Man-Day, Buffer %, Complexity Factor, etc.).
Common-mistake fixes: verification codes, password rules, blank config pages, payment issues, plan limits.
Based on this industry, the service roles and proposal generation workflow will change and work accordingly
Email Sequence which will trigger after user registration
PAYG Notifications, Free Tier Notification, Premium Users notification