Frequently Asked Questions FAQ

It scans federal, state, local, and city sources and matches them to your Company Profile and Bid/No Bid preferences; strong matches are auto-added to Pipeline every day. You can find Company Profile in the left side navigation menu.

From Contract Search (left side navigation menu, under Contracts), click Add to Pipeline—or go to Pipeline → Import Contract (imports are visible only to your organization).

Refine your Company Profile—especially Bid/No Bid (regions, value range, contract types, certifications, timelines)—to tighten matches. Remove irrelevant items from Pipeline, then use Contract Search to add better fits; if a contract isn’t listed, Import Contract by uploading the files (organization-only).

Use Contract Search (left side navigation menu, under Contracts) to browse by keyword and filters; strong matches also auto-appear in your Pipeline based on your Company Profile.

Admins can invite teammates from Organization Settings → Users: click Invite, enter their email, and choose a role. Full steps and screenshots: https://help.cleat.ai/en/articles/10811955-adding-users-to-your-account

Add the contract to Pipeline, open the card, and use AI Assistant or Proposal Writer to generate and export drafts.

Yes. CLEATUS supports multiple companies, each with its own Pipeline, Document Hub, Users, and Company Profile. Add another via Organization Settings → Companies.

Use Document Hub → Upload (or drag & drop) to add files or create manual content blocks. All content stays organization-only and is reusable in Proposal Writer and the AI Assistant

Enable Notifications on a contract to receive email alerts for updates—including amendments and deadline changes.

Yes—content, imports, and Pipeline items are organization-only, with role-based access in the app.

Use the in-app live chat or contact support via [email protected]; we’ll get you unstuck fast.