Pro Tips & Best Practices
Optimize your results with better document uploading.
Getting high-quality AI responses is an art. Here are some pro tips to improve your win rates and save even more time.
Do This
- Be Specific in Library: Instead of one giant 50-page PDF, upload specific docs like "Security Policy 2024" and "Company Values".
- Edit the Generated Answer: The AI is a starting point (80% done). Always add your human touch for the last 20%.
- Use "Regenerate" with Instructions: If an answer is too short, click Refine and ask the AI to "Expand on this using our case study X".
Avoid This
- Don't Upload Bad Data: "Garbage in, garbage out." Don't upload 5-year-old proposals with outdated pricing.
- Don't Ignore Nuance: AI might miss subtle client requirements. Always read the RFP manually at least once.
Pro Tip: Variable Replacements
Velocibid will try to fill in bracketed placeholders like [Client Name] automatically. Make sure your Smart Library documents don't have unresolved placeholders! Upload "Clean" versions of your past proposals where the client name is generic or already replaced.