Select the source material
Start with the buyer’s request and the company documents you are authorised to use. Keep current requirements separate from older examples.
Build a governed RFP response database and knowledge base for RFP responses from approved answers, current company evidence and explicit owners. Keep the buyer’s request distinct from templates and past offers.
Start with the buyer’s request and the company documents you are authorised to use. Keep current requirements separate from older examples.
Your chosen client handles analysis and writing. Helvabase is designed to retain the dossier, its sources, revisions and review decisions.
Review the evidence and unresolved questions before requesting files. An export is a deliverable, not a submission to the buyer.
An extracted fact is a candidate for review. Confirm its authority, date and relevance to this request before making a commitment.
Identify missing certificates, uncertain prices and contradictory documents explicitly. Do not turn an absence of evidence into a confident answer.
Reviewers remain responsible for external use. Native client confirmation and a model-generated statement are different forms of evidence; the pilot must validate the required review path.
Your free plan includes one trial dossier. Check compatibility with your assistant and plan during this technical pilot.
Verify your email once. Then come back here to connect your assistant.
Open the connection guide to add Helvabase to your assistant and authorize your account.
The connection guide provides a starting message. Copy it into your assistant and select the files you want to use.