# Quickstart ## **Choose Your Starting Point** ### 🔹 [**Work Directly in Microsoft Word**](#start-in-ensis-for-word) If you already have a draft, install the Ensis Add-In to bring AI-powered content generation, refinement, and compliance tracking into Word. ### 🔹 [**Work in Ensis for Web**](#start-in-ensis-for-web) If you need structured proposal setup, including requirements extraction and outlining, begin in the web app at [**app.ensis.ai**](https://app.ensis.ai). *** ## Start in Ensis for Word ### Step 1 - Log Into Ensis Check your email for an invite from your organization’s admin to create your Ensis account. Admins can invite team members from the **Settings** page. Once your account is set up, go to [app.ensis.ai](https://app.ensis.ai) to log in. You can also find the **Sign In** link at the top of [ensis.ai](https://ensis.ai). ### Step 2 - Select relevant Resources Click **Resources** and select relevant Resources to inform content generation—they may include past proposals, company knowledge, and other relevant materials.

### Step 3 - Generate responses to requirements **Click the Generate tab. Highlight the requirement text** you want to generate a response for, and click **Generate** to create a response based on your Resources.

Click **Insert** to place the response directly into your document. To generate another response, click **Start a New Response** and repeat.

### Step 4 - Revise proposal content Click the **Revise** tab in the Ensis side pane and type a prompt describing how you’d like the text to be refined (e.g., "Make this more concise" or "Adjust the tone to be more formal"). Click **Revise** to generate a refined version using AI and stored Resources.

Once the revision is generated, you can **Insert** it to replace the original text, **Copy** it to paste manually, or enter a new prompt and click **Revise** again for further refinement. When you're ready to revise another section, click **Start a New Revision** to begin the process again.

*** ## Work in Ensis for Web ### Step 1 - Log Into Ensis Check your email for an invite from your organization’s admin to create your Ensis account. Admins can invite team members from the **Settings** page. Once your account is set up, go to [app.ensis.ai](https://app.ensis.ai) to log in. You can also find the **Sign In** link at the top of [ensis.ai](https://ensis.ai). ### Step 2 - Create a Proposal Click **New Proposal.**

Choose between **Fast Draft** and **Full Setup**.

### Step 2a - Fast Draft With **Fast Draft**, you only need to import your opportunity and name your draft proposal. Ensis will then parse requirements from the opportunity, create an outline, generate responses to each requirement, and create a narrative-style proposal all on your behalf.

### Step 2b - Full Setup **Full Setup** gives you complete control over your proposal creation process. You decide exactly where Ensis extracts requirements from within your opportunity files, how your proposal is structured, and after Ensis generates draft responses for each requirement, you can edit and refine those responses so they flow seamlessly into your section narratives. #### Import your opportunity Name your proposal, and upload your **Opportunity File(s)**—the RFP documents you’re responding to. Ensis will analyze these files to help structure your proposal.

#### Add strategic proposal details Input win themes, differentiators, and any other strategic information you want Ensis to leverage when generating content.

#### Edit company information, if needed If needed, you may establish proposal-specific company details. Otherwise, your company name and contact information will reflect what you have stored in your main Settings page. This section is helpful for proposals where you may do business as a different company / team name or if your contact information changes from proposal to proposal.

#### Set your response and narrative formats Finally, you can change your response format, choosing between bullet points or paragraph style, and adjust the line spacing of your narrative to match the requirements of the RFP. Click next to proceed to requirements page selection.

#### Select page ranges for requirements extraction Ensis allows you to specify which pages should be scanned for key requirements, ensuring precise extraction. Choose an extraction option for each Opportunity File: * **Select All Pages** – Ensis AI will scan the entire document for requirements. * **Specify a Page Range** – Enter a custom range (e.g., 5-25) to focus extraction on relevant sections. * **Select "No Requirements in This Document"** – Skip requirements extraction for this file if it does not contain key requirements (e.g., cover letters or appendices).

#### Build your proposal outline Click the **Outline** tab to create create your **Proposal Outline.** **You may manually create an outline** by adding, removing, and renaming proposal sections and sub-sections to align with your strategy.

Or, click **Extract Outline** to let Ensis AI suggest an outline based on what is required per the RFP, as well as the RFP structure itself. Review and accept the extracted outline to add it to your proposal.

#### Review key requirements Ensis automatically extracts key requirements from your uploaded RFP. Once processing is complete, open your proposal from the **My Proposals** page. Inthe **Requirements** tab, review the extracted requirements to ensure completeness.

#### Organize your requirements In the **Requirements** tab, you can organize extracted requirements into proposal sections. You can either: * **Manually sort** using bulk selection the **Organize** button. * **Click AutoSort** to let Ensis AI intelligently categorize requirements for you. * ```

``` #### Proceed to authoring Click **Start Authoring** to kick off response generation for each requirement and to proceed to the **Ensis Editor**. ### Step 3 - Refine proposal content Ensis will generate all responses to all requirements on your behalf, shown in the **Outline**, leaving only refinement to you.

Refine text with AI by highlighting the content you want to revise and clicking **Revise**. Enter a custom prompt to guide the revision, then click **Next**. To reuse the revised text for future content generation, select the **Store this fact for future responses** checkbox.

### Step 4 - Generate a cohesive narrative Once responses are drafted, click **Create Narrative** at the top right. Click **Generate Narrative** to let Ensis produce a structured, compliant section based on your responses.

### Step 5 - Verify compliance Switch to **Compliance** view to assess whether key requirements are fully addressed. Identify any gaps and make necessary edits before finalizing your proposal.

With Ensis, you can efficiently structure, write, and refine your proposals—all while ensuring compliance and leveraging past successes to strengthen your response. Now, **start your first proposal** and experience how Ensis accelerates your proposal writing process! ### Step 6 - Export your proposal Click the **Download Proposal** icon at the top-right corner of the Editor to export your proposal.

Choose what export formats you want, then click **Done**.

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