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Using Document Chat: Ask Questions, Get Insights

Document Chat lets you interact directly with your documents — ask questions, compare content, and brainstorm strategies to make working with tenders faster and smarter.

✅ What can you do with Document Chat?

Just ask. Document Chat understands natural language and works across all documents in your project. Here’s what you can do:

🗂 Upload your own documents

Add your company’s documents to the Project Document Folder so the chat can include them in its analysis. Think of things like:

  • Vision and strategy
  • Product or service descriptions
  • Previously submitted proposals

💬 Start asking questions

Begin with a simple question or task, like:

  • “What are the main topics discussed in this document?”
  • “What are the award criteria in this tender?”
  • “Summarize this tender in bullet points.”

🔁 Ask follow-up questions

Document Chat remembers the context of your conversation. You can dig deeper or ask for clarification — just like you would with a colleague.

🧪 Trial and error is part of the process

Not getting the answer you want? Rephrase your question or try a different approach. The more you explore, the better you’ll get at prompting.

🤝 Share your learnings

Found a great prompt? Share it with your team to help everyone get more value from Document Chat.

💡 Prompt ideas to get you started

Here are some popular and effective ways to use Document Chat:

🎯 Analyze tone of voice

“What is the tone of voice of the buyer based on the tender documents?”

Follow-up: “Write an instruction for the proposal writer to match this tone.”

📄 Compare documents

Ask Document Chat to identify similarities or differences between:

  • Different versions of a tender document
  • Tender documents and your internal documents → Compare your vision, product offering, or spot potential red flags

🧠 Extract proposal context

Use Document Chat to fill out the context windows in your Proposal Writer:

  • “What is this tender about?”
  • “What are the award criteria?”
  • “How would you describe the buyer’s tone of voice?”

🗣 Brainstorm strategies

Use the chat as a sparring partner:

  • “Help me find information in the documents that is relevant for this award criterion.”
  • “Help me prepare a strategy to answer this award criterion convincingly.”

🚀 Tips for success

  • Be specific with your questions for better answers
  • Upload all relevant documents — the more context, the better
  • Don’t be afraid to explore different prompts
  • Share your best practices internally