Design principle
Private organization workspaces
Proposal knowledge should live inside organization-scoped workspaces so companies keep pursuits, documents, and drafts separated from other customers.
Security
Built for sensitive proposal knowledge.
Proposals can contain pricing, resumes, certifications, project history, strategy, and confidential company information. ProposalOS is being designed with privacy, access control, traceability, and human oversight in mind.
This page describes design principles and planned capabilities. It does not claim completed audits, certifications, or finished enterprise security features unless explicitly stated.
How we think about trust
Principles guiding the product.
We distinguish between features already represented in the product concept, capabilities being built, and security principles that guide development.
Planned capability
Role-based access
We plan to support role-based access so admins, authors, reviewers, and viewers can work with the permissions appropriate to their responsibilities.
Design principle
Controlled document access
Uploaded RFPs, resumes, pricing materials, and past proposals can contain confidential information. Access controls and least-privilege design are core product goals.
Product direction
Source-linked AI responses
Generated content should show which company documents and solicitation sections support it, so teams can verify claims before they enter a final proposal.
Product direction
Human review before submission
ProposalOS is not designed to automatically submit proposals. People remain responsible for reviewing, editing, approving, and submitting bid packages.
Design principle
Clear customer separation
Customer organizations should be logically separated so one company’s documents and pursuit data are not mixed with another’s.
Design principle
Audit-friendly workflows
As the platform matures, proposal activity should support reviewable histories for assignments, edits, approvals, and submission readiness.
Planned architecture
Secure authentication
Authentication and session management will be implemented with modern identity practices as the product moves beyond visual prototypes into production systems.
Product policy direction
Responsible AI use
AI features are intended to assist proposal teams, not replace professional judgment. Generated output should be reviewed, and customer content should be handled according to clear product policies as those policies are finalized.
Security FAQ
Straightforward answers.
Early-stage products earn trust by being clear about what exists today and what is still ahead.
Who can access uploaded documents?+
Access is intended to be limited to authorized users within an organization workspace. Exact permission models, including role-based access, are still being designed and will be documented as they ship.
Does ProposalOS automatically submit proposals?+
No. ProposalOS is being designed to help teams prepare and organize proposals. Final review, approval, and submission remain human responsibilities.
Can users review AI-generated content?+
Yes. Human review and editing are core to the product direction. AI drafts are meant to accelerate first passes, not bypass team oversight.
How are sources connected to generated answers?+
The product direction is to keep generated responses linked to supporting solicitation language and company evidence wherever practical, so reviewers can verify what informed each section.
Will ProposalOS support role-based access?+
Yes, role-based access is a planned platform capability. It is not presented here as a completed, production-ready feature.
Is ProposalOS SOC 2 certified?+
No. ProposalOS is not currently claiming SOC 2 certification or other formal compliance attestations. Formal security controls and compliance readiness will be developed as the platform matures.
Questions about your security review process? Email hello@proposalos.com (placeholder — replace before launch) or request a conversation.
Talk with us
Discuss security with the ProposalOS team.
Share your review requirements, access-control expectations, and questions about how proposal knowledge should be handled.