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Everything you need to master Clarido and prepare winning proposals.
Getting startedGetting startedFrom an empty account to a proposal that is open and analyzed, in four steps.Read the guide
The proposal journey
- AdmissibilityWhat the RFP demands before it even reads you, and what you confirm you have.
- AnalysisThe read of the mandate before you write, with the RFP passage behind every finding.
- PositioningWhat the client expects, what your library has to answer it, and what is missing.
- DecisionWhat you need to decide, then the decision you record and that stays on file.
- The planOne direction for the whole offer, then the table of contents — who produces each section, and where it stands.
- MethodologyThe workshop where your firm's reusable methodology is fitted to this mandate, phase by phase.
- ScheduleThe tool that lays out your mandate's dates from the methodology durations, and says what it is leaning on.
- Financial proposalThe tool that costs your bid — your hours, your rates, your expenses — and computes the amounts, the subtotals and the gap to your envelope.
- The draftThe section plan, the editor, and Clarido writing from your library.
- ReviewThe last read before filing, on requirements compliance and from the evaluator's seat.
- RequirementsOne consolidated list of everything the RFP asks for, grouped by theme and tied back to the exact wording in the source document.
- DocumentsThe RFP's dossier, file by file, and what Clarido does with each one.
Your library
- Firm profileYour firm's description, sectors, certifications, and writing voice, reused in every proposal.
- TeamYour team's profiles and CVs, structured once so they serve every proposal.
- Past projectsYour delivered engagements, documented once and matched automatically against every new RFP.
- Methodological capitalYour approaches and your mechanisms, stored once and reused from one proposal to the next.
- Past proposalsImport a service proposal you already submitted, then choose what Clarido files into your library.
- ClientsOne record per buying organization, with the strategic context Clarido carries into every proposal.
- Tables of contentsSet the order and the wording of your proposal sections once, then pick the template when you create a proposal.
Export and deliver
- Export to WordProduce the Service Proposal as a .docx in your firm's template, and prepare the text for an assistant.
- Export to InDesignPlace the proposal's text in your firm's InDesign template, with its styles and images.
- PowerPoint PresentationReuse a proposal's content in a deck, through the Clarido pane inside PowerPoint or through an assistant.
Account and team
Frequently asked questions
Question not covered here? Write to us at info@clarido.ca