Help Center
Step-by-step guides and answers to help you get the most out of ExcelaDoc.
Documentation
5-Minute Setup Guide
The fastest path from sign-up to your first AI-generated proposal: create your account, set up your organization, import your best past proposals, and upload your first RFP.
Getting Started Guide
Account creation, dashboard orientation, and uploading your first RFP — everything you need in your first 10 minutes.
Go/No-Go Analysis
Understand the bid recommendation, win probability score, and how to record your team's decision.
Proposal Editor
Draft proposals using AI, collaborate with your team, manage section assignments, and export finished documents.
AI Proposal Review
Run an AI quality check on your draft before submission — get per-section scores, strengths, improvement notes, and suggested rewrites.
Content Library
Build and maintain your organization's vault of reusable content — past performances, capabilities, bios, and boilerplate — that feeds every AI draft.
Organization Profile
Complete your company profile, government IDs, capabilities, and AI writing preferences so every generated draft sounds like your company.
Team & Permissions
Invite teammates, assign roles, create sub-teams, reset MFA, and review the tamper-evident security audit log.
Analytics & Reporting
Track pipeline health, win/loss trends, team productivity, and content effectiveness — with CSV export for sharing with leadership.
Frequently Asked Questions
Quick answers about features, accounts, billing, and integrations.
Security & Data Privacy FAQ
Data storage, encryption, compliance certifications, and retention policies — everything your IT or security reviewer needs.