Run Your First RFP Analysis Report

Overview

Now that your workspace is trained, you can upload your first RFP and let Narwin perform a complete AI-powered analysis.

The analysis helps you decide whether to bid, highlights your strengths and risks, and gives you a comprehensive breakdown of the opportunity.

Step 1: Start a New Analysis

From the sidebar, open RFP Analysis Reports.

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Click + Analyze an RFP in the top-right corner.

A new page will open titled Create New RFP Qualification Analysis.

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Step 2: Add RFP Details

Enter your RFP Name (e.g., “Youth Shelter in Brampton Final”).

(Optional) Add a Due Date for bid submission.

Choose the Status: In Progress or Completed.

(Optional) Enter Special Instructions to guide the AI — for example:

“Focus on cladding and solar energy requirements. Ignore HVAC or landscaping.” This will tune the analysis towards whatever direction you want it to take. Usually customers have a pre-set instruction that they copy for this.

Add a short Description or internal note (e.g., “Submitted via Merx portal on Sept 11”).

Step 3: Upload RFP Documents

Drag and drop or click Browse Files to upload your RFP package.

Supported formats: .pdf, .docx, .xls, .xlsx

Multiple documents can be uploaded together — Narwin will merge and process them.

Once uploaded, your file(s) appear in the Uploaded Files list.

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Step 4: Run the Analysis

Click Start Analysis and Drafting.

Narwin automatically begins to:

Parse and classify all RFP content (requirements, forms, clauses)

Extract key sections (technical, financial, legal, compliance)

Cross-match against your company profile and past data

Generate a Qualification Analysis Report

Progress may take a 5-20 minutes depending on file size. You can navigate away — the analysis continues in the background.

Step 5: Review the Output

Once complete:

Return to RFP Analysis Reports

Find your project listed with the status Completed

Click Qualification Analysis to open the full report

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Step 6: Generate Snapshots or Draft Reports (Optional)

At the bottom of the page:

Generate Snapshots: Creates short summaries for sharing

Upload Previous RFPs and Proposals: Adds historical data for cross-comparison

View Full Report: Opens the comprehensive AI breakdown (see next page)

Figure: A report snapshot like this should appear.

✅ Summary

You’ve now successfully run your first AI-powered analysis.

Narwin automatically organizes everything into a detailed, easy-to-read report that helps you make confident bid/no-bid decisions.

Next, learn how to Review the Full Analysis Report.