Documentation

Everything you need to get started with Project X Pro, from quick setup guides to advanced features and API documentation.

Getting Started

1

Create Your Account

Sign up for Project X Pro and verify your email address. Choose a plan that fits your team size and needs.

# Visit our signup page
https://projectx.com/signup
2

Set Up Your Workspace

Configure your company branding, team members, and initial settings. Upload your logo and customize templates.

  • Upload company logo and branding
  • Invite team members
  • Configure proposal templates
3

Create Your First Proposal

Upload an RFP document and let our AI analyze it. Answer the extracted questions and generate your first proposal.

# Upload RFP document
Dashboard → New Proposal → Upload RFP

User Guide

Proposal Management

  • •Uploading and analyzing RFP documents
  • •Working with extracted questions
  • •Using the answer library
  • •Generating proposal sections
  • •Customizing and finalizing proposals

Team Collaboration

  • •Inviting team members
  • •Setting user permissions
  • •Collaborative editing
  • •Review and approval workflows
  • •Comments and feedback

Custom Branding

  • •Uploading company logos
  • •Setting brand colors
  • •Customizing templates
  • •Brands (one included; additional brands added on request after review)
  • •White-label options

Analytics & Reporting

  • •Tracking proposal performance
  • •Win rate analysis
  • •Team productivity metrics
  • •Custom reporting
  • •Export and sharing

API Reference

Authentication

All API requests require authentication using API keys or JWT tokens.

# Authentication Header
Authorization: Bearer YOUR_API_KEY
# Example Request
curl -H "Authorization: Bearer YOUR_API_KEY" \
https://api.projectx.com/v1/proposals

Proposals API

Manage proposals programmatically through our REST API.

GET/api/v1/proposals

List all proposals

POST/api/v1/proposals

Create a new proposal

GET/api/v1/proposals/:id

Get proposal by ID

RFP Analysis API

Upload and analyze RFP documents using AI.

# Upload RFP Document
POST /api/v1/proposals/:id/rfp-analysis
# Request Body (multipart/form-data)
rfpDocument: [file]
# Response
{
"analysisId": "123",
"status": "processing"
}

Troubleshooting

RFP upload fails or times out

Symptoms: Upload progress bar stops, timeout errors, or file not processing

Solutions:

  • Ensure file size is under 50MB
  • Use supported formats: PDF, DOC, DOCX
  • Check your internet connection
  • Try uploading during off-peak hours

AI analysis not extracting questions correctly

Symptoms: Missing questions, incorrect categorization, or poor quality extraction

Solutions:

  • Ensure RFP document is text-based (not scanned images)
  • Check document formatting and structure
  • Manually add missed questions using the interface
  • Contact support for complex document formats

Team members can't access shared proposals

Symptoms: Permission denied errors, missing proposals in dashboard

Solutions:

  • Check user permissions in team settings
  • Ensure team member has accepted invitation
  • Verify they're logged into the correct workspace
  • Try logging out and back in

Custom branding not appearing in proposals

Symptoms: Default styling, missing logos, incorrect colors

Solutions:

  • Refresh the browser cache (Ctrl+F5 or Cmd+Shift+R)
  • Check branding settings in workspace configuration
  • Ensure logo files are in supported formats (PNG, JPG, SVG)
  • Verify brand settings are saved and active

Still need help? Our support team is here to assist you.

Contact Support