Narwin AI Documentation

💡

READ ME FIRST

Welcome to Narwin.ai, your AI-powered platform for discovering, analyzing, and responding to RFPs faster.

This guide will walk you through the essential first steps to get up and running — from setting up your workspace to completing your first RFP analysis.

You'll start by updating your Company Profile, then upload your first RFP to run a full AI-powered analysis.

In just a few minutes, you'll see how Narwin interprets requirements, scores opportunities, and provides clear bid/no-bid recommendations.

💡 No complex setup needed — just upload, analyze, and start winning more bids.

Quick Start Guide (Advanced)

This section will walk you through how to get up and running with Narwin in minutes. This is the advanced guide. For a full guide, go to

Step 1. Log In & Access Your Dashboard

Go to https://app.narwin.ai and log in using Email or Google Sign-In.

You’ll land on the Dashboard, which provides a quick overview and key actions:

Update Your Company Profile — upload company data for personalized analysis.

Create a Full RFP Analysis Report — upload an RFP and get a complete AI breakdown.

Invite Team Members — collaborate with estimators, CFOs, or proposal writers.

Sample Narwin Reports — explore preloaded examples to understand Narwin’s outputs.

💡 Each workspace represents a company account. You can be part of multiple workspaces.

Step 2. Update Your Company Profile

From the left sidebar, open Company Profile.

Add your certifications, safety records, past projects, and company capabilities.

This data helps Narwin improve accuracy in matching opportunities and generating relevant proposal content.

Step 3. Discover Opportunities

Navigate to Government Opportunities (Beta) or Your Matched Opportunities.

Narwin’s AI will display tenders and RFPs matched to your company profile, ranked by a Preliminary Match Score.

Each listing includes:

Buyer name and deadline

AI Recommendation summary

Match percentage and opportunity description

“View Opportunity” button linking to the source site

🧩 Run a full analysis on any matched RFP for detailed insights (see next step).

Step 4. Create a New RFP Analysis Report

Go to RFP Analysis Reports → Analyze an RFP.

Upload the RFP file (PDF, DOCX, XLSX).

Add optional Special Instructions to guide the AI (e.g., “Focus on solar or BIPV sections”).

Click Start Analysis and Drafting.

Narwin will automatically:

Extract requirements, questions, and compliance clauses

Evaluate buyer alignment, risks, and profitability

Generate a Bid/No-Bid recommendation and Win Probability score

Step 5. Review the Full Analysis Report

Once the report is ready, open it from RFP Analysis Reports.

You’ll see detailed AI insights organized under the following tabs:

Overview – executive summary and win ideas

Buyer Intel – information on the buyer’s background and evaluation focus

Requirement Analysis – compliance mapping and extracted questions

Risks – identified constraints or missing information

Profitability – financial and operational feasibility

Analysis Details – complete scoring breakdown

You can also:

Export Analysis (Word/PDF)

Draft Proposal or Draft Estimation directly from the report

Share with Team for review

Step 6. Generate Content with AI Writer

Open AI Writer from the sidebar.

Search or select a template (e.g., Case Study, Battle Card, Pitch Deck, Status Report).

Choose your data sources:

Uploaded files

RFP Uploader

Adjust writing settings:

Content Length: short / medium / comprehensive

Tone: friendly / casual / formal

Anonymize Names (optional)

Click Generate Content to instantly produce a polished, editable document.

Step 7. Manage Prompt Templates

Go to Templates in the sidebar.

View all built-in and custom templates like:

AI Assistant Mode, RFP Review, Pitch, Success Story, etc.

You can edit or add new templates to customize your writing workflows.

Step 8. Connect Your Apps

Head to App Connectors to sync Narwin with:

Slack – for RFP notifications and collaboration

Notion – to index company documents and projects

Chrome Extension – to use Narwin inside web portals like Merx or SAM.gov

Google Drive / Uploaded Files / RFP Uploader – to manage file-based data ingestion

🪄 Once connected, your files and content are indexed daily and available for retrieval during AI writing and RFP analysis.

Step 9. Configure Workspace Settings

Under Settings, you can manage:

Company Settings – update workspace name, users, and invitations

Billing & Usage – view credit balance and manage subscription

Connectors – manage integrations

Privacy & Super Admin – control access, compliance, and workspace-level data

Sign Out when done

✅ You’re All Set!

You’re now ready to:

Find new tenders automatically

Analyze and qualify RFPs with AI

Draft winning proposals in minutes

Collaborate with your team inside Narwin

Train Your Workspace with Company Profile

Overview

Before running your first analysis, Narwin needs to understand your company — your capabilities, certifications, past projects, and areas of expertise.

This process is called Training Your Workspace, and it enables Narwin to generate highly relevant insights, matches, and proposal drafts tailored to your organization.

If you are looking to train Narwin for Tender Digest Emails, use this link:

For RFP Analyzer training, stay on this page.
When you upload company data into Narwin, it becomes part of your private AI Knowledge Base, securely indexed in Vector Database for RAG and continuously used to:

Improve RFP matching and qualification accuracy

Personalize proposal drafts using your own language and achievements

Automatically answer compliance and experience-related questions

Step 1: Update Your Basic Information

From the left sidebar, click Company Profile.

Basic Details: Organization Name, Website, and Special Instructions. Website and Organization Name are mandatory fields for any analysis to work.

“Special Instructions” is given a lot of weightage when doing analysis. This is the area where you can specify:

Certifications: Tell it in plain text ISO, CSA, OSHA, or other relevant compliance certificates

Safety Records / Capabilities: Describe your key areas of expertise (e.g., BIPV, HVAC, IT consulting, etc.)

The “Company Profile” Page

Step 2: Upload Your Company Data

Click Upload Files to add supporting documents.

Narwin supports PDF, Word, Excel, and PowerPoint formats. Use the file uploader for the following types of files.

Past Projects: Add sample bids and project summaries

References / Case Studies: (Optional) Add proof of performance or testimonials

Once uploaded, files are automatically:

Parsed to Markdown

Indexed into your Workspace Database (Vector Database for RAG)

Linked to your company profile for contextual use in analysis and writing

Step 3: Keep Your Workspace Updated

Review and refresh your company data periodically — especially after winning new bids or adding certifications.

You can re-upload files anytime; Narwin will automatically version and re-train on the latest data.

💡

The richer your company profile, the more accurate your AI recommendations, match scores, and proposal drafts become.

Step 4: Verify Your Workspace Sync (Optional)

Go to App Connectors → check the “Uploaded Files” connector.

If the sync shows “Error,” click Sync manually.

Once connected, Narwin uses these sources automatically during RFP analysis and AI writing.

Reach out to us if you see any issues.

Summary

Your workspace is now trained and ready.

Narwin will use this foundation to:

Recommend better-matched opportunities

Improve analysis accuracy

Write proposals in your brand voice

Next, proceed to Run Your First Analysis Report.

AI Matched Opportunities

Overview

The Matched Opportunities page is where Narwin delivers AI-matched government tenders and RFPs tailored specifically to your company profile.

Using your uploaded company data — such as your website, certifications, and past projects — Narwin’s AI automatically searches thousands of government listings every day and identifies the best opportunities for your business.

💡 These matches are updated daily

Step 1: Access Matched Opportunities

From the left sidebar, click Your Matched Opportunities.

If your company profile isn’t complete yet, you’ll see a message saying “No Matches Yet.”

📸

Step 2: Complete Your Company Profile (If No Matches Appear)

To start receiving matches:

Click Complete Company Profile.

Enter your company name, website, and — if possible — upload past RFPs or project summaries.

Narwin will use this information to train your workspace and build an accurate company capability model.

Matches are automatically generated every day at

3 AM EST

⚙️

How It Works:

Narwin reviews your company data daily.

It compares your expertise and keywords against newly published RFPs.

Opportunities are scored by fit, relevance, and win probability.

Step 3: View Your Matched Opportunities

Once your workspace has been analyzed, you’ll see a list of RFPs matched to your company.

Each opportunity card includes:

🏢 Buyer Name (e.g., Department of Public Works, NRC, RCMP)

📅 Due Date and days remaining

📈 Preliminary Match Score (e.g., 80% — Excellent Match)

💬 AI Recommendation summarizing why this opportunity fits your company profile

🔗 View Opportunity button to open the full opportunity details

📸

Step 4: Open an Opportunity

When you click View Opportunity, you’ll be taken to a detailed page with:

Full RFP summary (purpose, scope, key requirements)

Buyer information and contact details

Attached RFP documents (if available)

A button to Generate RFP Analysis Report, which lets you directly analyze the opportunity and run a bid/no-bid evaluation.

📸

Step 5: Receive Matched Opportunities by Email

In addition to the in-app list, Narwin also sends email digests 3–4 times per week containing your latest opportunities.

Each email includes:

Your top matched RFPs with match scores

Buyer details and due dates

A short AI summary of why each RFP matches your capabilities

Quick links to View Opportunity inside Narwin

📸

💌 You’ll receive these only when new opportunities arise — no spam or redundant notifications.

Step 6: Run Analysis on a Matched Opportunity

For any opportunity that looks promising:

Open it by clicking View Opportunity.

If it has an attached RFP file, click Generate RFP Analysis Report.

Narwin will automatically create a new RFP Analysis page with prefilled details.

Click Start Analysis and Drafting to generate your full AI report.

This helps you instantly move from discovery → analysis → proposal writing within the same workspace.

Step 7: Continuous Updates

Narwin refreshes matches every 24 hours.

As you add new documents or update your company profile, future matches automatically improve.

Each new RFP source added to Narwin (e.g., SAM.gov, MERX, BC Bid) will expand your match coverage.

✅ Summary

The Matched Opportunities feature helps you:

Discover high-fit government tenders without manual searching

Understand why an opportunity is relevant using AI explanations

Quickly move from viewing to analyzing and writing

Stay updated through automated match emails several times a week

🚀

Keep your company profile updated — the more data you provide, the more accurate your matches and recommendations become.

Exploring the Opportunities Page (Beta)

Overview

The Opportunities Page is where you can discover thousands of live government tenders and RFPs directly inside Narwin.

It’s your built-in search engine for public-sector bids — allowing you to explore new opportunities, filter by relevance, and instantly start an analysis for any project that includes attached RFP documents.

⚠️

This feature is currently in Beta.

More data sources like the following are coming soon.

SAM.gov

MERX

Buyandsell Canada

Step 1: Access the Opportunities Page

From the left-hand sidebar, click Government Opportunities (Beta).

You’ll see a search interface at the top, followed by a continuously updated list of opportunities.

📸

Step 2: Search and Filter Opportunities

At the top of the page, you’ll find Search Filters that help you quickly narrow results.

You can:

🔍 Search by keyword: e.g., “construction,” “IT services,” “energy retrofit”

📅 Filter by due date range: focus on tenders closing soon

📄 Sort results: by due date or posted date (ascending/descending)

Click Search after entering your filters, and Narwin will instantly return relevant opportunities.

💡 Tip: Use specific industry terms or technologies for more accurate matches — for example,

“solar EPC”

“building envelope retrofit.”

Step 3: Review Opportunity Listings

Each result displays:

Opportunity Title (with buyer name and portal link)

Summary of scope or purpose

Due Date and Posting Date

A quick View Details link

You can scroll through hundreds of listings directly — no need to leave Narwin.

📸

Step 4: View Opportunity Details

When you click View Details, you’ll open a detailed opportunity page containing:

Buyer organization and contact information

Full RFP summary (purpose, key requirements, important dates)

Solicitation number and due date

Attached documents (if available)

📸

Step 5: Generate an RFP Analysis Report (If Documents Are Attached)

If an opportunity includes an attached document (e.g., .pdf, .docx):

Scroll to the Documents section at the bottom of the page.

Review or download the RFP file.

Click the Generate RFP Analysis Report button.

Narwin will automatically take you to the Create New RFP Qualification Analysis page — pre-filled with the opportunity details.

You can then upload the RFP document (if not already attached) and click Start Analysis and Drafting.

💡 This shortcut saves time — you don’t need to re-enter details manually.

Step 6: Continue to RFP Analysis

Once you generate the analysis:

Narwin extracts requirements, risks, and buyer information automatically.

You’ll get a Win Probability Score and Bid/No-Bid Recommendation — just like any uploaded RFP.

You can export or share the report with your team.

Current Beta Scope

During the Beta phase, Narwin includes:

Real-time listings from CanadaBuys and Government of Canada tender sources

Partial coverage for federal and provincial procurement portals

Daily updates and filtering by deadline

Upcoming additions include:

SAM.gov (U.S.), MERX, BC Bid, and BidNet

AI-powered Opportunity Relevance Scores based on your company profile

Save & Follow options for specific buyers or categories

✅ Summary

The Opportunities Page (Beta) makes it effortless to:

Search live government RFPs by keyword or date

View detailed summaries and attached documents

Launch an RFP Analysis Report instantly from any listing

🚀

Narwin is continuously expanding its opportunity sources — so keep an eye out for new regions and portals coming soon!

Review the Full Analysis Report

Overview

Narwin's Full Analysis Report consolidates all extracted insights into one structured view, helping your team quickly assess an opportunity’s alignment, risks, and win potential.

Each report includes:

AI summaries

Compliance mapping

Buyer intelligence

Win probability score

Recommendations for next steps

📸

Step 1: Report Layout Overview

When you open a report, you’ll see:

Top Action Bar:

Chat with RFP – ask AI questions directly about the RFP

Draft Proposal – auto-generate proposal content

Draft Estimation – start pricing/estimation workflow

Export Analysis – download as Word or PDF

Share with Team – invite teammates for review

Navigation Tabs:

Overview

Buyer Intel

Requirement Analysis

Risks

Profitability

Analysis Details

Step 2: Read the Overview Tab

The Overview provides the executive summary of the RFP:

Win Ideas: High-level strategy summary written by Narwin. This is the heart of the report.

Recommendation: “Go for a Bid” or “Caution: Review Further”

Win Probability: Color-coded score bar (Low → Moderate → High)

Score Reasoning: Weighted factors showing how the win probability was calculated

💡 Use this section for quick leadership briefings or team discussions.

Step 3: Explore Buyer Intel

This section highlights the issuing organization’s history and intent, including:

Buyer name, sector, and key contacts (if available)

Past projects and priorities

Evaluation focus and scoring criteria

AI-inferred motivations or risk tolerance

Understanding buyer behavior improves your proposal strategy and pricing approach.

Step 4: Review Requirement Analysis

This is the heart of the report, containing:

All extracted requirements, clauses, and questions

Organized by section and type (Technical, Commercial, Legal, etc.)

Automatic compliance mapping based on your company profile

Gap indicators showing where your company may need clarification or partnerships

Step 5: Assess Risks

Risks Tab

Shows potential blockers and areas of concern:

Short timelines or missing data

Strict eligibility criteria

Financial or resource constraints

AI-generated mitigation tips

Step 6: Collaborate and Take Action

Click Chat with RFP to ask follow-up questions directly from the uploaded documents.

Share the report with your team for review and discussion.

Use Draft Proposal to start writing your response instantly. It will automatically take you to the writer.

Use AI writer Data Sources to choose the correct sources

Summary
Narwin’s Full Analysis Report empowers you to:

Understand complex RFPs instantly

Identify the right opportunities to pursue

Collaborate effectively with your team

Move seamlessly from analysis → drafting → submission

🚀

Your next step: Generate your proposal using Narwin’s AI Writer.

AI Prompt Templates

Overview

The AI Prompt Templates feature in Narwin helps you automate and standardize repetitive writing tasks — from proposal sections and cost estimations to client reports and status updates.

Templates allow you to build structured, reusable AI prompts that can be used directly in AI Writer or shared across your company workspace.

Narwin provides two ways to use templates:

System Templates – prebuilt by Narwin for sales, proposals, and RFP workflows.

Custom Templates – created by you or your company to match your internal formats or style.

💡 Templates make it easy to generate consistent, high-quality content while ensuring alignment with your company’s tone, data, and structure.

Where to Find Templates

From the sidebar, click Templates.

You’ll see a library of all available templates, grouped by type:

🧩 System – available to all workspaces

👥 Company – shared across your organization

🙋‍♀️ User – visible only to you

📸

System Templates

Narwin includes a set of ready-to-use templates designed for common RFP and proposal writing tasks.

Examples include:

AI Assistant Mode: Produces factual, professional analysis responses for sales or RFP reviews.

Battle Card: Generates a structured competitor comparison document with advantages and positioning.

Pitch: Builds a 12-slide pitch deck including problem statement, solution, and value proposition.

Case Study: Creates a persuasive case study with problem, solution, and results sections.

RFP Review: Reviews RFPs to identify risks, compliance gaps, and win probability.

Status Report: Summarizes project progress, challenges, and next steps.

Success Story (Concise): Short client success narrative emphasizing measurable impact.

📸

You can view details for any system template by clicking the 👁️ icon — this opens a side panel describing its purpose, process, and key use cases.

Creating a Custom Template

You can build your own templates at either the User or Company level.

Click Add Template in the top-right corner.

Choose the Template Level:

User Template – private to you

Company Template – visible to all users in your workspace

Fill in the following fields:

Template Name – e.g., “Proposal Executive Summary”

Short Description – a one-line summary

Description – longer explanation of what this template does

Prompt – the actual AI instruction (up to 4000 characters)

📸

Once you’re done, click Create Template.

💡 Tip: Write your prompt like you’d brief an assistant — specify structure, tone, and data source instructions (e.g., “Use uploaded company documents to reference project experience.”)

Editing a Template

To modify a template you created:

Go to the Templates page.

Locate your custom template and click Edit.

Update any details or prompt text.

Click Update Template to save changes.

📸

Changes to Company Templates are instantly reflected for all users in that workspace.

Using Templates in AI Writer

Once your templates are ready, you can use them inside AI Writer.

Open AI Writer from the sidebar.

Search or select your desired template from the left panel.

Add your content or context in the main writing box.

Optionally choose:

Data Sources – uploaded files, RFP documents, or connectors

Content Length – short, medium, or comprehensive

Tone – friendly, casual, or formal

Privacy Settings – anonymize names if needed

Click Generate Content to produce AI-written output.

📸

🧠 Narwin will automatically reference your connected company data and follow the structure defined in your chosen template.

Common Use Cases

AI Prompt Templates are versatile and can be used for:

🧾 Proposal Writing (e.g., technical approach, management plan, executive summary)

📊 Estimation (e.g., cost assumptions, pricing tables, or market factor analysis)

🏗️ Industry-Specific Templates (e.g., construction, clean-tech, IT)

💬 Reports (e.g., project status, performance review, success story)

✉️ Client Communication (e.g., responses to clarifications, follow-up letters)

📸

Managing Templates

Visibility:

System templates are fixed.

Company templates are shared with all users in your workspace.

User templates are private.

Versioning: Editing a template overwrites its previous version.

Consistency: Encourage teams to use company-level templates for consistent language and brand tone.

Benefits of Using Templates

✅ Save time on repetitive sections like pricing or cover letters

✅ Maintain consistent formatting across all proposals

✅ Enable team collaboration with shared company templates

✅ Use structured prompts to ensure predictable, high-quality results

✅ Reduce AI variability and hallucination by providing strong instructions

✅ Summary

The AI Prompt Templates feature empowers your team to standardize and accelerate content creation across the entire RFP lifecycle.

Whether you’re writing a proposal, estimating costs, or creating reports — templates ensure your AI assistant always follows the same structure, tone, and context.

🚀 Start by creating one reusable template today — and let Narwin handle the rest, automatically pulling data and writing content that fits your company’s style.

Doing Your First Estimation Draft

Overview

This guide walks you through the complete process of creating your first estimation draft using Narwin. By combining your RFP Analysis Report, a custom AI Prompt Template, and the AI Writer, Narwin can tie together all of your data and produce a well-informed estimation.

💡 The second time around, this process becomes very straightforward — and many RFPs can be estimated the same way.

Prerequisites: Set Up Your Company Profile

If this is the first time your workspace is being used, you'll need to fill out a few basic documents in your Company Profile before Narwin can form an informed opinion about your company.

Make sure the following are completed:

Company Overview — General information about your company, services, and capabilities

Past Bids — Historical bid data that helps Narwin understand your pricing patterns and experience

🧠 This is a one-time setup. Once your Company Profile is populated, Narwin uses it across all future analyses and estimations.

Step 1: Run the RFP Analysis Report

From the sidebar, open RFP Analysis Reports.

Click + Analyze an RFP to start a new analysis.

Upload your RFP documents (PDF, DOCX, XLS, or XLSX).

Fill out the Special Instructions section — this is critical. Special Instructions tell the system how to read and interpret the documents. For example:

"Focus on structural steel and concrete scope. Ignore mechanical and electrical divisions."

Click Start Analysis and Drafting.

The report will take 5–20 minutes depending on file size. You can navigate away — the analysis continues in the background.

⏳ Don't wait! While the report is running, move on to the next step.

Step 2: Create an AI Prompt Template for Estimation

While the RFP Analysis Report is processing, use this time to create a custom AI Prompt Template with your estimation factors.

From the sidebar, click Templates.

Click Add Template in the top-right corner.

Choose the template level:

User Template — visible only to you

Company Template — shared across your workspace

Fill in the details:

Template Name — e.g., "Construction Estimation Factors"

Short Description — e.g., "Estimation template for general contracting bids"

Prompt — Define the estimation structure, pricing factors, cost categories, and any formulas or assumptions Narwin should follow

Click Create Template.

💡 This is a one-time task. Once your estimation template is created, you can reuse it for every future estimation.

Step 3: Draft the Estimation from the Completed Report

Once your RFP Analysis Report shows a Completed status:

Go back to RFP Analysis Reports and open your completed report.

Click the Draft Estimation button in the top action bar.

This will open the AI Writer with an Estimation Prompt pre-filled based on the report.

Step 4: Choose Your Data Sources and AI Template

Inside the AI Writer:

Select your AI Prompt Template — choose the estimation template you created in Step 2 from the templates panel on the left.

Pick your Data Sources — select the relevant uploaded company files, RFP documents, and any other connected sources.

Optionally adjust Tone and Content Length settings.

Click Generate Content.

Narwin will tie together the RFP analysis, your company data, and the estimation template to produce a comprehensive estimation draft.

🚀 The AI uses your template structure and data sources to reason through pricing, scope, and assumptions — delivering a draft that reflects your company's real capabilities.

What Happens Next Time?

The second time you run an estimation, the process is much simpler:

Upload and analyze the new RFP (with Special Instructions)

Click Draft Estimation once the report is complete

Select your existing AI Template and data sources

Generate your estimation

With your Company Profile, estimation template, and data sources already in place, Narwin handles the heavy lifting — and many RFPs can be estimated just like this.

Summary

Step	Action	One-Time?
Prerequisites	Fill out Company Overview and Past Bids in Company Profile	✅ Yes
Step 1	Run RFP documents through the RFP Analysis Report with Special Instructions	Per RFP
Step 2	Create an AI Prompt Template with estimation factors	✅ Yes
Step 3	Click Draft Estimation from the completed report	Per RFP
Step 4	Choose data sources and AI Template in AI Writer, then generate	Per RFP

✨ With Narwin, estimation goes from hours of manual work to a guided, AI-powered workflow — and it only gets faster with each RFP.

Adding Connectors

Overview

The Connectors Page in Narwin allows you to link your company’s data sources — such as Slack, Notion, and Google Drive — directly to your workspace.

By connecting these apps, Narwin can automatically ingest files, messages, and documents to train your AI workspace, enrich RFP analysis, and generate more personalized writing results.

You can also install the Narwin Chrome Extension, which lets you use Narwin directly in context — while viewing RFPs or working in web-based portals like MERX, SAM.gov, or CanadaBuys.

💡 Integrations help Narwin continuously learn from your company data and keep your workspace up to date without manual uploads.

Page Layout

The Connectors Page is divided into three sections:

Chrome Extension

Company Connectors – shared across all users in your company

User Connectors – available for individual users only

📸

1. 🧭 Chrome Extension

At the top of the page, you’ll find an option to Download Chrome Extension.

This extension allows you to:

Use Narwin in a sidebar while browsing RFPs or documents online

Instantly analyze web-based tenders

Create RFP Analysis Reports without leaving your browser

Click Download Chrome Extension, then follow Chrome’s installation instructions.

Once installed, sign in using your Narwin credentials.

2. 🏢 Company Connectors

Company Connectors are shared integrations that connect data for your entire workspace.

When you add a connector here, it becomes available to all team members within your company.

You can view sync status, manually refresh data, and add or remove integrations anytime.

a. Uploaded Files

Uploads are the fastest way to train Narwin on your company data.

Click Go to Upload Files Page to upload PDFs, Word documents, Excel sheets, or PowerPoints.

After uploading, click Sync to update your data in Narwin’s vector database.

Uploaded data becomes searchable and usable in RFP analyses and proposal writing.

🔁

Last sync time and status are displayed on this panel.

b. Slack

Connect Slack to allow Narwin to index relevant channels and messages.

Click Connect and authorize Slack access.

Once connected, add @Narwin to any Slack channels you want indexed.

These channels will automatically sync daily.

⚙️ After the initial setup, Narwin indexes messages where it’s tagged and stores key context to improve future RFP responses.

c. Notion

Connect Notion pages or databases that hold company documents, case studies, or project records.

Click Add Connector and sign in to your Notion workspace.

Choose which pages to sync.

Regular syncs capture new or updated content automatically.

💡 Ideal for teams using Notion as their knowledge base or proposal archive.

d. RFP Uploader

This connector is deprecated. Do not use it.

3. 👤 User Connectors

User Connectors are personal integrations specific to your Narwin account.

These are not shared with your team and are used to bring in your private files or accounts.

a. Google Drive

Click Add Connector and log in to your Google account.

Select specific folders or files you want Narwin to access.

During advanced writing sessions, you can reference these documents directly.

💡 Perfect for proposal writers who maintain their personal archives or drafts in Drive.

b. Zoom (Coming Soon)

Narwin will soon integrate with Zoom to:

Automatically capture transcripts from proposal review meetings

Summarize discussion points and action items

Add transcripts as searchable content for future proposal improvements

🕓

Stay tuned — this integration will appear in an upcoming release.

4. 🔁 Syncing and Status Indicators

Each connector shows a Last Synced timestamp and a Sync Status:

✅ Synced – everything is up to date

🕓 Syncing – data is currently being processed

⚠️ Error – connection failed; click Sync again to retry

💡 You can manually refresh any connector anytime by clicking

Sync

Admin Controls

If you’re a Admin, you can:

View all connectors at the company/workspace level

Enable or disable access for specific integrations

Monitor sync history and API usage

Admins typically manage Company Connectors, while regular users manage User Connectors.

✅ Summary

The Connectors Page allows you to unify all your data sources inside Narwin so your AI can:

Pull context from Slack, Notion, and Google Drive

Continuously train on the latest company information

Improve RFP analysis accuracy and proposal relevance

🚀 The more you connect, the smarter Narwin becomes — ensuring your analyses and proposal drafts always reflect your company’s most up-to-date expertise.

Bid Comparison Tool – User Guide

Overview

The Bid Comparison Tool helps you systematically evaluate and compare vendor proposals against your RFP requirements. Using AI-powered analysis, it scores each vendor across multiple dimensions, identifies compliance gaps, and provides actionable recommendations to help you make informed procurement decisions.

What you'll get:

AI-generated executive summary with vendor rankings

Detailed requirement-by-requirement scoring for each vendor

Compliance and quality metrics for every proposal

Comprehensive Excel export with color-coded scores, insights, and recommendations

Key strengths, weaknesses, and risk factors for each vendor

Prerequisites

Before using the Bid Comparison Tool, you must first analyze your RFP to extract requirements. The system needs this foundation to compare vendor proposals effectively.

Step 0: Create an RFP Analysis (Required First Step)

Navigate to Opportunities

Go to your dashboard and click on Opportunities in the sidebar

Browse or search for the RFP/opportunity you want to analyze

Start RFP Analysis

Open the opportunity details page

Click the "RFP Analysis" or "Create RFP Project" button

Upload RFP Documents

The system will create an RFP project for you

Upload all RFP documents (solicitation, specifications, attachments, etc.)

Supported formats: PDF, DOC, DOCX

Wait for Analysis to Complete

The system will analyze your RFP documents (typically 3-5 minutes)

It extracts requirements, evaluation criteria, compliance items, scope of work, and other key sections

You'll see a status indicator showing "Processing" → "Completed"

Once completed, you should see a completed analysis/.

Review Extracted Requirements (Optional)

Once analysis is complete, review the extracted requirements

The system identifies key requirements like evaluation criteria, compliance mandates, technical specifications, etc.

Note: Make sure the analysis is complete before proceeding to bid comparison

Important: The Bid Comparison Tool requires a completed RFP Analysis because it compares vendor proposals against the requirements extracted from your RFP. Without this foundation, the tool cannot perform meaningful comparisons.

End-to-End Bid Comparison Workflow

Step 1: Create a New Bid Comparison

Navigate to Bid Comparison Tool

From your dashboard, click "Bid Comparison Tool" in the left sidebar

You'll see a list of all your existing bid comparisons

Start a New Comparison

Click the "New Bid Comparison" button

Fill in Comparison Details

Name: Give your comparison a descriptive name (e.g., "IT Services RFP Q4 2025")

Description: (Optional) Add context about this comparison

Select RFP Project: Choose the RFP project you analyzed in Step 0

This links your comparison to the extracted requirements

Only completed RFP analyses will appear in the dropdown

Click "Create Bid Comparison"

Step 2: Upload Vendor Proposals

After creating your comparison, you'll be taken to the comparison detail page where you can upload proposal files.

Prepare Your Proposal Files

Gather all vendor proposal documents

Supported formats: PDF, DOC, DOCX

Each file represents one vendor's complete proposal response

Upload Proposal Files

In the "Upload Vendor Proposals" section:

Vendor Name: Enter the vendor's name (e.g., "Acme Corporation")

Proposal File: Click to select the vendor's proposal document

Click "Upload Proposal"

Repeat for each vendor (typically 3-10 vendors)

Verify Uploaded Files

Uploaded proposals appear in the "Proposal Files" section

Each file shows:

Vendor name

File name

Upload status ("pending" initially)

Tip: Upload all proposals before starting the comparison to get a complete analysis in one run.

Step 3: Start the Comparison Analysis

Review Your Setup

Ensure all vendor proposals are uploaded

Confirm the linked RFP project is correct

Start the Analysis

Click the "Start Comparison" button.

The system will begin processing (this may take 5-30 minutes depending on the number of requirements and proposals)

Monitor Progress

The status will change from "Pending" to "Processing" in about 1 min. Don’t repress the “Start Comparison” button. Instead refresh the page if you don’t see the latest processing status.

A progress indicator appears at the top of the page

The page automatically refreshes every 5 seconds to show updated status

You can safely navigate away and return later – the analysis continues in the background.

An example of a completed comparison.

What happens during processing:

The system parses each proposal document

Extracts relevant sections from each vendor's response

Scores each vendor against each RFP requirement on 4 dimensions:

Compliance: Does the response meet the requirement?

Quality: How well is the requirement addressed?

Evidence: Is there proof/documentation supporting the response?

Clarity: How clear and complete is the response?

Calculates weighted scores based on requirement importance

Generates an AI-powered executive summary with recommendations

Compiles everything into a comprehensive comparison report

Step 4: Review Results

Once processing is complete (status changes to "Completed"), you can review the comprehensive analysis.

4.1 Executive Summary

At the top of the results, you'll see an AI-generated executive summary that includes:

Overview: 2-3 sentence summary of the comparison

Top Vendor Rankings: Ranked recommendations with:

Vendor name and overall score (out of 100)

Rationale for the ranking

Key differentiators

Potential risks to consider

4.2 Comparison Summary Table

Below the executive summary, you'll find a quick reference table showing:

Vendor	Overall Score	Compliance Rate	Concern Count
Vendor A	87.5/100	92%	2
Vendor B	82.3/100	88%	5
Vendor C	79.1/100	85%	7

Overall Score: Weighted average across all requirements (0-100)

Compliance Rate: Percentage of requirements scoring ≥7/10

Concern Count: Number of requirements with identified red flags or gaps

[SCREENSHOT: Comparison summary table]

4.3 Understanding the Scores

Score Interpretation:

9-10 (Excellent): Exceeds requirements, strong evidence, clear documentation

7-8 (Good): Meets requirements, adequate evidence, compliant

4-6 (Fair): Partially meets requirements, missing some elements or clarity

0-3 (Poor): Does not meet requirements, major gaps or non-compliance

Color Coding (in Excel export):

🟢 Green (≥7): Compliant and acceptable

🟡 Yellow (4-6): Needs attention or clarification

🔴 Red (<4): Significant gaps or non-compliance

Step 5: Export to Excel

Get a detailed, shareable analysis in Microsoft Excel format.

Download the Report

Click the "Export to Excel" button

The file will download automatically

File name format: bid-comparison-[ID].xlsx

Excel File Contents

The exported file includes multiple sheets:

Sheet 1: Summary

Executive summary text

Vendor rankings table with overall scores, compliance rates, and concern counts

Sheet 2: Detailed Scores

Complete requirement-by-requirement breakdown

Columns for each vendor showing:

Score (0-10) with color coding

Reasoning (AI-generated explanation)

Requirement details:

Full requirement text

Content type (evaluation_criteria, compliance, scope_of_work, etc.)

Weight (importance multiplier)

How to use this sheet:

Sort by requirement type to focus on specific areas

Filter by vendor scores to identify gaps

Use color coding for quick visual assessment

Review reasoning to understand scoring rationale

Sheet 3: Recommendations

Detailed vendor recommendations including:

Rank (1st, 2nd, 3rd, etc.)

Vendor name and overall score

Rationale for ranking

Key differentiators that set this vendor apart

Potential risks or concerns

Sheet 4: Insights

AI-generated key insights across all vendors

Decision factors to consider

Common patterns, strengths, and gaps identified

Recommended next steps

Key Features Explained

Intelligent Requirement Weighting

Not all requirements are equal. The system automatically assigns weights based on:

Content Type Weights:

Evaluation Criteria (2.0x) – Highest priority

Compliance Requirements (1.5x) – Critical for eligibility

Technical Requirements (1.5x) – Core capabilities

Scope of Work (1.2x) – Important context

Other Requirements (1.0x) – Standard priority

Keyword Modifiers:

Words like "must," "shall," "required" → +0.3 boost

Words like "optional," "preferred" → 0.2 reduction

This ensures critical requirements have more impact on the overall score.

Multi-Dimensional Scoring

Each requirement is evaluated on 4 dimensions:

Compliance (0-10): Does it meet the requirement?

Quality (0-10): How well is it addressed?

Evidence (0-10): Is there supporting documentation?

Clarity (0-10): How clear and complete is the response?

The overall score for each requirement is the average of these 4 dimensions.

AI-Powered Insights

The system uses advanced AI models to:

Extract relevant proposal sections using semantic search

Score proposals with contextual understanding

Generate executive summaries and recommendations

Identify concerns, red flags, and strengths

Provide actionable decision factors

Best Practices

For Best Results:

Complete RFP Analysis First

Always analyze your RFP before creating a bid comparison

Ensure all RFP documents are uploaded for comprehensive requirement extraction

Upload Complete Proposals

Include the full proposal document, not just excerpts

If a vendor submitted multiple files, consider combining them into one PDF

Use Descriptive Vendor Names

Use official vendor names for clarity (e.g., "Acme Corporation" not "Vendor 1")

Consistency helps when reviewing and exporting results

Review in Context

Use the AI insights as a starting point, not the final decision

Review the detailed scores and reasoning for critical requirements

Consider factors outside the RFP (pricing, past performance, etc.)

Export Early and Often

Download the Excel file after each analysis

Share with stakeholders for collaborative review

Keep records for procurement documentation

Collaboration Tips:

Share the Excel Export: The file is designed for easy sharing and collaborative review

Focus Stakeholder Attention: Direct evaluators to specific sheets (Summary for executives, Detailed Scores for technical reviewers)

Document Decisions: Add notes in the Excel file to capture team discussions and decisions

Frequently Asked Questions

Q: How long does the analysis take?

A: Typically 5-15 minutes depending on:

Number of vendors (3-10 typical)

Number of requirements (30-80 typical)

Size of proposal documents

Q: Can I add more proposals after starting the comparison?

A: Yes, but you'll need to click "Regenerate" to re-run the analysis with the new proposals.

Q: What if a vendor's score seems incorrect?

A: Review the detailed reasoning in the Excel export. The AI explains each score. Remember that scores are based solely on how well the proposal addresses the RFP requirements as written.

Q: Can I adjust requirement weights?

A: Currently, weights are automatically assigned based on requirement type and keywords. Custom weighting is planned for a future release.

Q: What file formats are supported?

A: PDF, DOC, and DOCX for both RFP documents and proposal files.

Q: How much does each comparison cost?

A: Processing costs are built into your subscription. Typical cost per comparison is approximately $0.50-$1.50 depending on the number of proposals and requirements.

Q: Is my data secure?

A: Yes. All documents are securely stored with workspace-level access controls. Only users in your workspace can view your bid comparisons.

Q: Can I compare proposals without an RFP analysis?

A: No. The system needs extracted requirements from your RFP to perform meaningful comparisons. Always complete the RFP analysis first (Step 0).

Troubleshooting

Problem: "No requirements found" error

Solution: Ensure your linked RFP project has been analyzed and completed. Return to the RFP project page and verify the analysis status.

Problem: Comparison stuck in "Processing" status

Solution: Large proposal sets may take up to 15 minutes. If it's been longer, refresh the page. If the issue persists, contact support at fred@narwin.ai.

Problem: Some scores seem low across all vendors

Solution: This may indicate:

The requirement wasn't clearly addressed in any proposal

The RFP requirement was ambiguous or broad

Vendors may need to provide clarifications

Review the reasoning in the Excel export for specific guidance.

Problem: Can't find my RFP project in the dropdown

Solution: Only completed RFP analyses appear in the list. Make sure your RFP project shows "Completed" status before creating a bid comparison.

Problem: Export button doesn't work

Solution: Ensure the comparison status shows "Completed." You can only export after the analysis finishes.

Getting Help

If you encounter any issues or have questions:

Email Support: fred@narwin.ai

Include in your request:

Comparison ID (found in the URL)

Description of the issue

Screenshots if applicable

Summary: Quick Reference Workflow

✅ Analyze RFP → Upload RFP documents and wait for requirement extraction

✅ Create Bid Comparison → Link to your analyzed RFP project

✅ Upload Proposals → Add each vendor's proposal file

✅ Start Comparison → Let the AI analyze and score everything

✅ Review Results → Read executive summary and comparison table

✅ Export to Excel → Download detailed report for team review

Need more help? Contact our support team at fred[at]narwin.ai

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.

📸

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

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

📸

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.

📸

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. You should see a View Full Report Button.

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

📸

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.

Email and Contact Form

Email Us

Email: fred[at]narwin.ai
We will get back to you within 24-48 hours.
If you need a demo or for us to call you for whatever reason, use this form at https://narwin.ai/win-score and mention your issue in the message.

AI Writer

Overview

The AI Writer is your intelligent assistant for creating professional, on-brand, and compliant RFP documents — powered by GPT-5 and your company’s own data.

It can generate proposal sections, technical write-ups, cost narratives, and more, using the same information you’ve uploaded or connected to Narwin.

AI Writer doesn’t just write — it thinks like your proposal assistant. You can chat with it, refine drafts, or export polished results to Word instantly.

💡

AI Writer = Generative + Agentic

Where to Find It

Open the sidebar in Narwin.

Click AI Writer.

You’ll see:

Templates Panel (left): choose your writing framework or prompt.

Editor Panel (center): where content is generated and refined.

Chat Panel (bottom): to ask follow-ups, modify tone, or expand content.

How It Works

AI Writer operates through three simple steps:

Select a Template

Choose a prebuilt or custom Prompt Template that defines what kind of document you’re generating — for example, a Proposal Section, Case Study, or Executive Summary.

Pick Data Sources

Select from your:

Uploaded company files

RFP documents

Integrated sources (Google Drive, Notion, Slack, etc.)

Generate & Chat

Click Generate Content to create a draft, then continue chatting with Narwin’s AI to edit, rewrite, or expand specific parts.

Key Features

Use Templates

Choose from System Templates (prebuilt by Narwin) or your own User/Company Templates.

Templates define tone, format, and structure for repeatable writing.

📘 See

AI Prompt Templates

🧾 Data-Aware Writing

The AI references your own data sources for context:

Uploaded company materials

Past proposals

Technical documentation

Compliance policies

This ensures outputs are relevant, compliant, and aligned with your company’s expertise.

Tone & Length Controls

Set preferences before generating:

Tone: Friendly / Casual / Formal

Length: Short / Medium / Comprehensive

💬 Example: Write a concise executive summary, then ask Narwin to “expand with sustainability details” — it remembers context and tone.

Chat with Your Draft 💬

Once your content is generated, you can:

Ask AI to add new sections (e.g., “Add a value engineering paragraph.”)

Refine tone or format (“Make it more persuasive.”)

Summarize or split content (“Summarize this for a 1-page brief.”)

All this happens directly in the chat bar below your content.

⚡ This chat is fully agentic — Narwin can reason across your company data, documents, and prior context to make informed edits.

Export to Word

When you’re satisfied with the output:

Click Export to Word at the bottom of the page.

Narwin will download your document in .docx format, perfectly formatted and ready to submit or further edit.

🧩 Ideal for proposal writers who prefer final polishing in Microsoft Word or Google Docs.

Continuous Collaboration

Each conversation is saved as a thread, so you can revisit and continue editing later.

You can start a new thread for each proposal or section.

All generated documents are linked back to your workspace for traceability.

Example Use Cases

Category	Example
Proposal Writing	Technical approach, management plan, cover letter
RFP Review	AI-generated compliance responses
Estimation	Pricing summaries or construction material factors
Client Communication	Polished follow-up or clarification emails
Case Studies	Success stories with outcomes and metrics
Reports	Project updates, status reports, executive briefs

Powered by OpenAI Enterprise GPT-5.x, and remains latest

AI Writer runs on GPT-5.x, Narwin’s integrated large-language model layer.

This provides:

Contextual understanding of your company data

Real-time reasoning and planning

Multi-turn follow-up memory

Consistent tone and structure across outputs

GPT-5 powers both the writing engine and the interactive chat — ensuring every edit feels human-like and purpose-driven.

Best Practices

✔ Update your Company Profile regularly — it feeds directly into AI Writer context.

✔ Use Company Templates for standardized tone and style.

✔ Keep Uploaded Files clean and well-structured for best results.

✔ Chat with the AI after generation — the refinement loop is where it truly shines.

✔ Export drafts often for backup and offline editing.

Summary

The AI Writer is the creative and reasoning engine of Narwin — combining RFP intelligence, company data, and GPT-5.x agentic capabilities to help you write faster and smarter.

Use it to:

Generate accurate, professional content instantly

Chat interactively to refine outputs

Export polished drafts to Word

Maintain complete control over tone, accuracy, and structure

✨ With AI Writer, proposal teams spend less time formatting — and more time winning.

Contact Us

Ways to get in touch with the Narwin team.

Whether you need help, have a question, or want to schedule a demo, we're here to help.