Unanet ProposalAI

Unanet ProposalAI is a purpose-built proposal development platform designed to help AEC firms move from opportunity identification to proposal submission in one connected AI-powered workflow. Rather than relying on generic AI tools or disconnected documents, ProposalAI uses governed CRM data, past project experience, employee expertise, and opportunity context to help teams produce more relevant, accurate, and compliant proposals.

Built for AEC proposal workflows

ProposalAI is designed around the way architecture, engineering, and construction firms actually respond to RFPs. It helps teams reduce the manual effort involved in reviewing solicitations, organizing requirements, building proposal outlines, drafting responses, and ensuring that every requirement has been addressed.

The platform is intended for proposal managers, marketers, business development teams, capture managers, and subject matter experts who need to respond to opportunities quickly without sacrificing quality or compliance.

Core capabilities

• Solicitation analysis: Breaks complex RFPs and solicitations into clearer, actionable requirements.
• Automated prompts and responses: Generates prompts based on the specific opportunity and helps draft responses to individual requirements.
• Proposal outlining: Creates structured outlines in the required format and provides visibility into proposal sections.
• Compliance mapping: Maps solicitation requirements to corresponding responses so teams can reduce the risk of missing critical requirements.
• CRM-powered intelligence: Uses governed Unanet CRM data, including opportunity context, past performance, projects, and people.
• Opportunity assessment: Helps teams evaluate opportunities using data-backed insights before committing pursuit resources.
• Knowledge access: Gives users access to firm and business knowledge that can support stronger proposal content and pursuit decisions.
• Web-aware research: Champ capabilities can supplement internal business data with current web information when appropriate.

ProposalAI | Write

ProposalAI | Write focuses on the proposal production process itself. It helps teams understand what an RFP requires, generate appropriate prompts, build the proposal structure, and track requirements through the response process.

This can significantly reduce the time spent manually reviewing lengthy solicitations and assembling first drafts. Unanet states that ProposalAI can help teams produce high-quality proposal drafts up to 70% faster than traditional processes.

ProposalAI | Champ

ProposalAI | Champ adds AI-driven business and pursuit intelligence to the workflow. Users can ask questions, access business knowledge, assess opportunities, and use project and people data to inform staffing and pursuit strategies.

This makes ProposalAI useful not only during proposal writing, but also earlier in the business development and capture process.

Security and governance

ProposalAI is designed for proposal workflows where proprietary company data, client information, and sensitive opportunity details need to remain protected. Unanet emphasizes governed CRM data, private cloud deployment, control over proprietary information, and security capabilities intended for high-stakes proposal development.

Why it matters

AEC proposal teams often spend significant time searching for past projects, finding the right employee experience, reviewing RFP requirements, coordinating SMEs, and assembling compliant responses. ProposalAI brings these activities into a more connected workflow.

By combining AI with existing CRM and firm knowledge, teams can reduce repetitive work, improve consistency, respond to more opportunities, and focus more time on proposal strategy and differentiation. Unanet cites a customer who reported capacity to respond to roughly 30% more RFPs.

Unanet Company Overview

Unanet is a leading provider of AI-first ERP and growth software for project-based businesses, with a strong focus on architecture, engineering, and construction firms. Built specifically for the way AEC companies operate, Unanet helps organizations manage the full lifecycle of work — from business development and client relationships to project delivery, financial management, and long-term growth.

Built for the Way AEC Firms Work

AEC firms face a unique set of challenges. They need to balance project delivery, staffing, utilization, profitability, client relationships, and business development — often across multiple systems that do not work well together. Unanet is designed to solve that problem by giving firms a purpose-built platform that connects the critical parts of the business in one place.

Rather than forcing AEC companies to adapt to generic enterprise software, Unanet delivers technology tailored to the realities of project-based work. That means better visibility, stronger collaboration, and faster decision-making across teams.

One Connected Platform for Better Visibility

Unanet helps unify financials, projects, and pursuits in a single intelligent environment. With built-in automation and real-time visibility, leaders can monitor project performance, understand resource needs, track profitability, and make informed decisions using current data instead of outdated reports or manual spreadsheets.

For AEC firms, this kind of connectivity matters. Margins, timelines, staffing levels, and client expectations are tightly linked, and even small gaps in visibility can affect performance. By bringing essential business functions together, Unanet helps firms operate more efficiently while creating a stronger foundation for growth.

ERP Designed for Project-Based Operations

A major part of Unanet’s AEC offering is its ERP solution for architecture and engineering firms. The platform is built to support the operational and financial needs of project-based organizations through capabilities that help teams manage:

Prospects and project pipelines
Active projects and resource plans
Time and expense tracking
Accounting and financials
Reporting and analytics

The result is a shared source of truth for project managers, finance leaders, and business development teams. Instead of working in silos, teams can align around the same data to improve planning, execution, and profitability. For firms looking to gain tighter control over utilization, staffing, and project-based accounting without adding unnecessary complexity, Unanet provides a modern, easy-to-use solution.

CRM That Supports Growth

In addition to ERP, Unanet offers CRM capabilities built specifically for the AEC market. Its CRM platform is designed to help firms strengthen relationship management, improve pipeline visibility, and support more strategic pursuit decisions.

For marketing and business development teams, this means easier access to the client, project, and opportunity data needed to create stronger proposals and presentations. For firm leaders, it means better insight into where opportunities are coming from, how relationships are developing, and which pursuits are most likely to drive profitable growth.

Practical AI for Smarter Decisions

Unanet’s position in the market is also shaped by its focus on AI and smart technology. The company’s AI-first approach is centered on practical automation, faster insights, and better business decisions. For AEC firms, that is especially relevant in an environment where teams are expected to do more with fewer resources while maintaining high standards for delivery and performance.

Rather than treating AI as a standalone add-on, Unanet presents it as a layer of intelligence built into the way the business works. This helps teams streamline tasks, improve forecasting, and focus more time on high-value work across project delivery, marketing, finance, and operations.

Trusted by Thousands of Project-Driven Firms

Unanet’s scale reinforces its position as a trusted technology partner. The company states that more than 4,200 government contractor, architecture, engineering, and construction firms rely on Unanet to help manage projects, financials, and growth. In addition to software, Unanet emphasizes customer success, training, integrations, and related services that support firms through implementation, adoption, and long-term improvement.

Supporting the Future of AEC

At its core, Unanet is focused on helping project-based businesses unlock productivity and perform at a higher level. That mission aligns closely with the AEC industry, where firms are responsible for designing, engineering, and building the environments that shape communities and industries.

Overall, Unanet positions itself as more than a software provider. It is a strategic partner for AEC firms that want connected systems, stronger operational visibility, smarter growth tools, and technology built specifically for the demands of project-based business.