Knowledge & reasoning / PROPOSED CONCEPT

Proposal preparation workbench.

From a client brief to a reviewed proposal draft.

Proposed concept — not a released product or client work.

Concept illustration of a glass tablet on blank sheets beside ceramic document trays, a gold paper clip and a pen.
Illustrative AI image

The opportunity

A real need.
A considered response.

Each proposal restarts from old documents and scattered notes. A workbench maps the client’s requirements to approved past content and shows what is still missing, so the team spends its time on the substance.

DESIGNED AROUND

Sales, bid and delivery teams preparing proposals and tender responses.

The experience

What this could make possible.

01

Requirement extraction from briefs and RFPs

02

Approved content library with sources

03

Gap and open-question list

04

Response compliance checklist

01

Upload the brief or RFP

02

Map requirements to approved content

03

Draft sections with sources

04

Review, price and approve

Under the surface

The engineering
behind the experience.

Architecture is a starting hypothesis. Discovery and representative tests decide what belongs in the first build.

POTENTIAL CONNECTIONSDocument storeCRM opportunity recordTender portal or document export
01Architecture to explore
  • Retrieval over an approved, versioned content library
  • Requirement-to-section traceability matrix
  • Evaluation set of past proposals and reviewer edits
02Integration dependencies

Document store, CRM opportunity record, Tender portal or document export. Confirm access, data ownership, update frequency and failure behaviour during discovery.

03Validation and human control

Compare drafting hours, requirement coverage and the number of reviewer corrections per section. Pricing, legal terms and delivery commitments are written and approved by people. No draft reaches a client unreviewed.

A useful first step

Start small.
Learn something real.

One proposal type, a curated library of past sections and three live bids prepared side by side with the current process.

Evidence to look for

Compare drafting hours, requirement coverage and the number of reviewer corrections per section.

A boundary to design for

Pricing, legal terms and delivery commitments are written and approved by people. No draft reaches a client unreviewed.

Proposed scope, not a delivery commitment. Data, permissions, operational constraints and sector requirements need review before implementation.

From possibility to a conversation

Make this
your starting point.

Add a little context. Preview a practical brief, then keep it for a conversation with Tomatrix.

Built locally from this concept. No AI service is called and nothing is submitted. Please leave out confidential information.

Preview your concept brief
PRODUCT EXPLORATION: Proposal preparation workbench

Status: Proposed concept — scope and feasibility to be agreed.

Our context:
To be discussed.

Who this could help:
Sales, bid and delivery teams preparing proposals and tender responses.

A useful first pilot:
One proposal type, a curated library of past sections and three live bids prepared side by side with the current process.

What to evaluate:
Compare drafting hours, requirement coverage and the number of reviewer corrections per section.

Important boundary:
Pricing, legal terms and delivery commitments are written and approved by people. No draft reaches a client unreviewed.

Integrations to explore:
Document store, CRM opportunity record, Tender portal or document export

Concept reference: /products/proposal-workbench

Keep exploring

Related possibilities.

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