Quickstart
Welcome to Ensis! Follow these steps to quickly get started structuring and writing a proposal using our AI-assisted features.
Last updated
Welcome to Ensis! Follow these steps to quickly get started structuring and writing a proposal using our AI-assisted features.
Last updated
If you already have a draft, install the Ensis Add-In to bring AI-powered content generation, refinement, and compliance tracking into Word.
If you need structured proposal setup, including requirements extraction and outlining, begin in the web app at .
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 to log in. You can also find the Sign In link at the top of .
Click Resources and select relevant Resources to inform content generation—they may include past proposals, company knowledge, and other relevant materials.
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.
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.
Click Start a new proposal.
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. Input win themes, differentiators, and any other strategic information you want Ensis to leverage when generating content.
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).
Choose Resources to inform content generation—they may include past proposals, company knowledge, and other relevant materials.
Ensis automatically extracts key requirements from your uploaded RFP. Once processing is complete, open your proposal from the My Proposals page. Beginning with the Requirements tab, review the extracted requirements to ensure completeness.
Click the Outline tab to create create your Proposal Outline. Add, remove, and rename proposal sections and sub-sections to align with your proposal strategy.
Return to the Requirements tab to 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.
In the Ensis Editor, write your responses or use AI to assist:
Click Generate with AI to draft content for a specific requirement.
Click Generate All to populate all empty responses in a section.
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.
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.
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!
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 to log in. You can also find the Sign In link at the top of .
