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Company Profile FAQ

CLEATUS Company Profile FAQ

Updated yesterday

What is the Company Profile?

It’s the backbone of CLEATUS—used to personalize contract recommendations, power compliance scoring, and tailor AI proposal drafts.

Why keep it updated?

Fresh details → better matches, stronger compliance evaluation, and more accurate AI-generated proposals.

How do I set it up or edit it?

From the left side navigation, open Company Profile and complete: Company Details, Preferences, Bid / No Bid, Capability Statement, and Past Performances. Save changes to fine-tune AI capture immediately.

What are Bid / No Bid Preferences?

They tell CLEATUS what to chase or avoid. We use them to filter daily matches, inform Compliance Score, and guide AI recommendations.

What should I put in Deal Breakers (No Bid)?

Examples: value over your bonding/target range, outside service region, 24/7 or on-site support you don’t offer, hazardous materials or union requirements, holder-only vehicles (IDIQ/MACC) you’re not on, high clearance (e.g., Secret+), <10-day turnarounds.

What should I put in Deal Makers (Bid)?

Examples: firm-fixed-price $250K–$1.5M, RFQs over RFPs, allows teaming/subs, open-market (not holder-only), 30+ day windows, renovation/repair vs. design-build, supply/equipment buys, local or adjacent states.

Who can see my profile?

Only your organization.

How often are matches updated?

Daily—new opportunities are auto-added to your Pipeline based on your profile, and manual adds are always available via Contract Search or Import Contract.

What is Past Performances?

A centralized record of contracts you’ve won. CLEATUS uses it to improve matching and strengthen proposals with relevant references.

How does CLEATUS get my awards?

Recent federal awards are auto-fetched. You can review and edit them.

What if an award is missing?

Add it manually: Company Profile → Past Performances → Add Award (works for older federal, state, local, or private awards).

How does CLEATUS use these?

To deliver better contract matches and auto-generate tailored past performance write-ups inside Proposal Writer.

Need more help? Visit help center

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