When you allow the Proposal Feedback Report, the firms you invite can receive automated best-practice feedback on the proposal they submitted. Better feedback means better proposals next time, which means less back and forth for your team. It reduces time spent providing feedback yourself and your confidential information stays confidential. Firms are assessed against PERSUIT's best practice benchmarks (see below), never your scoring, evaluations, or internal notes.
Why make it available to firms?
Often firms do not hear why a proposal did or did not land. When they do get feedback, it usually falls to your team to write it up, one firm at a time. The Proposal Feedback Report takes on some of that weight, helping firms raise their game. Here is what that looks like in practice.
1. Better proposals land on your desk
When a firm understands where their pricing, scope, or fee structure sat against best practice, their next proposal tends to be tighter and easier to evaluate. Think of a firm that always submits a budget estimate instead of a committed fixed fee. Once the report shows them that this reads as a lack of cost certainty, they are far more likely to give you a firm number next time.
2. Less back and forth for your team
Clearer proposals mean fewer clarifying questions, fewer rounds of revision, and a faster path to a decision. The report does a lot of the coaching for you, before the next matter even starts.
3. Less burden on you to give feedback
Declining a firm gracefully is time-consuming, and many teams simply do not have the hours for it. The report gives firms something genuinely useful to learn from, without you having to draft individual feedback for every firm that missed out.
Your confidential information stays confidential
Firms are assessed against PERSUIT's best practice benchmarks, not against your scoring. Your scorecards, evaluations, weightings, and any internal communications are never shared and never appear in the report.
What makes a matter eligible?
Not every matter can generate a Proposal Feedback Report. Two conditions need to be met for a matter to be eligible.
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At least three firms submitted a proposal The report compares proposals against one another and keeps every competing firm anonymous. It needs a genuine field of firms to protect that anonymity, so a matter must have three or more firms submitting a proposal to qualify. Matters with one or two proposals are not eligible. |
At least one AI feature was enabled The matter must have been created by an organization that has at least one of PERSUIT's AI features enabled. Any one of the below counts:
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If a matter does not meet both conditions, no report can be generated for it, regardless of the setting you have chosen in Rules & Governance.
How is the report created?
Once a matter is eligible and a firm requests a report, PERSUIT builds it from the proposal data submitted for that matter. Here is how it comes together.
It reads the proposals, not your evaluation
The report draws on the pricing, scope, assumptions, fee structures, and written answers that firms submitted. It does not read your scorecard, your scores, or your internal notes.
It scores against the PERSUIT benchmark scorecard
Each proposal is measured against PERSUIT's benchmark scorecard, a framework built from patterns across tens of thousands of proposals submitted on the platform. It reflects the categories and category weightings most commonly used by clients to evaluate and score proposals, covering areas like price, fee structure, matter strategy, and expertise. It is a general best practice lens, not your specific criteria.
It anonymises the field
Competing firms are never named. Depending on the auction visibility settings for the matter, competitor detail is either shown as an anonymised field or withheld entirely. The firm receiving the report only ever sees its own position against a de-identified field.
Important: the report is a best practice read, not the reason you decided
The report is built off the back of best practice benchmarks, so it explains what generally tends to win, not why you specifically chose the firm you did. Your real reasons may be different. The report is AI-generated and is not validated by you, so it should be treated as one plausible reading of the outcome. It does not replace the value of direct feedback from your team, and it is not a substitute for anything you would want to tell a firm yourself.
What the report looks like
Below is an example of the report a firm receives after an eligible matter is decided. You can scroll within the frame to view the full report, including the benchmark scorecard, pricing comparison, and practical takeaways.
Turning it on or off
You control availability from Rules & Governance › Proposal Feedback Reports in your settings. There are three choices:
- Allowed for all requests. Firms can generate a report on any eligible matter. This is the recommended and default setting.
- Let your team decide per request. Reports are included by default, and your team can exclude an individual matter during request setup.
- Turn off for all requests. No reports are generated for your organization's matters.
If you choose to let your team decide on the availability of the Proposal Feedback Report per request, they will see the option to turn the feature off in the Summary section.
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The toggle as it appears in the Summary section of a request.
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