User guide
From a SAM.gov notice to a matrix you can hand a writer
Create an opportunity, upload the solicitation, generate the matrix, approve or fail each requirement, and export. Generate reads the files in this app. You still review every row before anyone relies on it.
1. Create the opportunity
Click New Solicitation. Paste a SAM.gov opportunity link, a notice ID, or a solicitation number, then click Auto-fill. Title, agency, notice ID, solicitation number, NAICS, set-aside, due date, and the point of contact come from SAM.gov, and attached solicitation files are saved when SAM.gov provides them. Estimated value is often blank on SAM.gov, so type it in yourself. If this server has no SAM.gov key, Auto-fill says the key is not configured and you can still type the fields.
2. Add the documents
Open the opportunity and go to the Documents tab. Upload the solicitation, the PWS, amendments, and spreadsheets. PDF, Word, Excel, text, and a zip of those files are read here. Then click Generate. The run keeps going if you leave the page; come back and the matrix is filled in when it finishes.
3. Review the matrix
The Matrix tab is where extracted rows land: section, requirement, type, disposition, citation, and owner. Edit a row, assign it, mark it not applicable, or leave it open. The first successful generation is what counts against the plan. Regenerating after an amendment does not.
4. Run Draft Review
Go to the Draft Review tab and attach the proposal draft. Each row opens side by side: the solicitation requirement on the left, the matched passage on the right. The match is a suggestion. You click Mark Pass or Mark Fail and can leave a comment for the writer.
5. Catch changes after approval
Upload the next draft as a new version. If an answer you already marked Pass has different text, the row becomes “Changed — needs reapproval.” Open the difference, then pass it again or send it back. The compliance score only counts rows that are currently passed.
6. Handle the amendment
Add the amendment on the Documents tab. Rows the amendment replaces show on the Superseded tab so nobody keeps writing to the old paragraph. Export a copy of the current matrix before you replace it.
7. Export
The Export tab downloads the matrix you are looking at: CSV, a spreadsheet Excel can open, and a Word-compatible document. Use it for the team, the pricing lead, or a teaming partner. Generation has to have produced rows before export has anything to send.
Plans and the opportunity counter live on Billing. Questions go through the contact page.