Introduction to QPilot

Welcome to QPilot, your AI-powered assistant from QorusDocs, designed to streamline and simplify your proposal creation process. With QPilot, you'll experience unparalleled efficiency, security, and ease of use as you craft pitches, proposals, and RFP responses. This guide will help you get started, from setup to utilizing advanced features, ensuring you make the most of QPilot's capabilities.

1. Do I have QPilot
2. What is QPilot
3. General Use-case outline
4. Who to Contact
5. Next Steps

Do I have QPilot?

QPilot is a premium feature and is not active by default. To check if your firm has purchased and activated QPilot, look for the Q icon in the top right corner of your QorusDocs Add-in. Refer to the screenshot below for guidance. If you see the Q icon, you're ready to start using QPilot and benefit from its powerful AI capabilities. If the icon is not visible, please contact your system administrator to confirm your subscription includes QPilot.

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What is QPilot?

QPilot is an advanced AI-powered assistant designed to transform how professional services firms create proposals, pitches, and RFP responses. It works securely with your approved, targeted content libraries, ensuring your sensitive information remains protected. QPilot includes specialized skills and prompts tailored for common proposal types such as proposals, pitches, and responses, making it indispensable for legal, professional, and technical services organizations. Integrated seamlessly into Microsoft 365, QPilot delivers specialized generative AI capabilities directly within your familiar workflow, enhancing productivity and precision in every document you create.

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General-Use Outline for QPilot

1. RFP Batch Received

When an RFP batch is received, start by reviewing the RFP overview to understand the requirements, scope, and objectives. Conduct a bid/no-bid evaluation to determine if the RFP aligns with your firm’s strategic goals, available resources, and potential return on investment.

2. Email

Next, send an email to the relevant team members, informing them about the RFP. This email should summarize the key details of the RFP and the outcome of the bid/no-bid evaluation, ensuring everyone is aligned and aware of the next steps.

3. Response

Begin crafting your response by addressing any specific questions or requirements outlined in the RFP. Identify and assign a lead attorney or subject matter expert to oversee the response process. Draft a compelling cover letter that highlights your firm’s qualifications and proposed approach. Finally, review the entire response for any potential issues or red flags that could impact the bid.  

4. Pitch

Once the response is complete, summarize the key points to create a cohesive pitch. Refine and tailor the pitch based on feedback and strategic insights to ensure it resonates with the client, presenting your firm as the best choice for the project.

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Who to contact?

If you have any questions or need assistance with QPilot, please reach out to your Relationship Manager or our friendly support team. They are available to help with any inquiries, provide support, and ensure you get the most out of your QPilot experience.

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Next Steps

To learn more about QPilot see the links below:

A practical guide to working on an RFP with QPilot

QPilot for Admins

Smart Skills Configuration