FAQ

Setting up your account

All Capture2Proposal accounts start with an email invitation. The invitation may be inviting you to accept a license, a role on an opportunity, or to participate in an activity within C2P. The email will indicate who invited you, and will link you to the appropriate page in our website based on the type of invitation received. If you already have an account when you click the link, you will go straight to the shared content. Otherwise, you will first go to an Account creation page.

The Account Creation page allows you to verify your name, set a password, and review our Terms of Service. Once complete, you will need to complete our multi-factor authentication with a token sent to your email.. If you do not wish to continue receiving your MFA code via email, you can use the My Account à Manage menu to change delivery to text or authenticator app once you have logged in the first time. Your email address will be your login name. You will not be able to update the email associated with your account, although your account administrators can reassign it to a new email address if needed.

If an invitation alone isn't enough to convince you, think about this:

• Capture2Proposal is a secure collaborative platform. We have passed an independent 3PAO attestation for CMMC v2.0 Level 2 compliance. Read more about it here.
• Permissions are role-based, giving the right access to each member of the team so that they can do their jobs effectively.
• We keep all of your opportunity data in one place - from the initial RFP and source data, right through your completed proposal. Updates from the source, from C2P Analysts, and your team are all made to the same location, giving you a single source of truth. A log of all updates will be maintained, so when the data changes, you can see who changed it, and why, and revert the changes to make sure the data you see is always the data you trust.
• C2P's customization options mean that all the data your team needs is stored in one location, even if it's not native to Capture2Proposal.

If you're still not convinced, check out our website, send us a message, or give us a call at 422-227-2946. We're always happy to help you out!

Your company administrator has total control over who can access your data and can tailor their level of access using the set of C2P roles and permissions to provide just the right access for each invited user.

The role assigned to any contact will grant that user specific read/write/delete permissions to different parts of that opportunity. Adding a role using the “Save & Notify” option will send an email to that individual letting them know that they have received a role from you, the name of the role and opportunity. The email will contain a link to the content, which will first direct them to create their account if they have not done so already. If they already have an account set up, the link will bring them straight to the opportunity. Adding a role using the “Save” option will simply grant the permissions to that user without sending an email notification like the “Save & Notify” option.

The user's permission to view opportunity content may be limited based on the role given.

The user will not receive access to view your full pipeline, but they will be able to access a pipeline view of the opportunity(ies) for which they have an assigned role. If the user is unlicensed, they will not be able to access items limited to licensed users, e.g., Opportunity Search, Analytics, and Global Contacts.

The process is quite simple. Using the link in their email invitation, they will be sent to an account set up page. From there, they just need to verify their name, set a password, and agree to our terms of service. Once that is done, they will have access and be sent to the appropriate page based on their invitation type.

Your emails will vary based on your type of account and your email preferences.

Licensed accounts will receive:

• Daily and weekly summary emails with any updates to Pipeline Opportunities
• Instant Notifications on updates to open SAMS opportunities
• Role and activity assignments and updates
• GovAI™ (Service Scope) opportunity suggestions
• Any automated search results the user has created
• Any content shared by other users in your account

Unlicensed users will receive:

• Instant Notifications on updates to open SAMS opportunities
• Updates to any activities to which you have been invited (may be limited by role)
• Role and activity assignments and updates

Our Email Colleague feature will work to send emails to anyone, regardless of whether that person has a C2P account.

Some marketing emails and Application Updates may be sent to current users as the content warrants. Marketing emails will have an "Unsubscribe" option on the page should you wish to opt out of further delivery of this content.

Yes on both counts. You are giving role-based access to a specific opportunity. Once you add the user, they receive a link from C2P informing them of the role. If they have an account already, the opportunity is in their pipeline with your company listed within the Managing Account column. If they do not have an account, the link in the email will bring them to a page to create their account.

Yes, you can!

Government Contractors (GovCons) need to know with confidence that the external systems they use will support their cybersecurity and compliance goals. For many GovCons, certification at the appropriate level of Cybersecurity Maturity Model Certification (CMMC) will be necessary in order to win contracts as CMMC is fully implemented for DoD and other Federal Agencies.

This confidence starts with knowing that the Capture2Proposal application and Capture2 Inc. corporate resources are deployed within Microsoft’s Azure Government and Microsoft 365 GCC High cloud environment that maintains the following cybersecurity certifications:

• FedRAMP High provisional authorization to operate (P-ATO) issued by the FedRAMP Joint Authorization Board (JAB). FedRAMP High addresses security controls related to the safeguarding of Federal Contract Information (FCI), Controlled Unclassified Information (CUI), and Covered Defense Information (CDI).
• Attestation of compliance with DFARS Clause 252.204-7012 as provided by an independent third-party assessment organization (3PAO) accredited by FedRAMP.
• DoD Cloud Computing Security Requirements Guide (SRG) Impact Level 4 (IL4) and Impact Level 5 (IL5) Provisional Authorizations (PA) issued by the Defense Information Systems Agency (DISA).

Our clients have an additional level of confidence knowing that Capture2Proposal is 3rd Party Assessment Organization (3PAO) attested as FedRAMP Moderate (NIST SP 800-53) and NIST SP 800-171 (CMMC Level 2 equivalent) compliant and provides clients with a Body of Evidence (BOE) to support their CMMC C3PAO assessment. The BOE includes letters of attestation, 3PAO assessment Control Implementation Summary (CIS) and Customer Responsibility Matrix (CRM), and Capture2Proposal-Client Shared Responsibility Matrix. An additional benefit is knowing that Azure Government Cloud resources reside within CONUS and both Azure Government and Capture2Proposal are supported by U.S.-only personnel.

Capture2Proposal clients can be confident that they:

• Can store and share CUI and proprietary artifacts across the entire business development and proposal lifecycle.
• Comply with CMMC v2.0 Level 2 once the Office of the Under Secretary of Defense for Acquisition and Sustainment (OUSD (A&S)) rulemaking process has been completed (est. May 2023)

Our investment in systems and processes ensures that the extensive security controls needed by our customers for collaboration and sensitive proposal data are in place with Capture2Proposal today.

MFA is required to ensure your account is secure and meets federal security requirements. It is in line with the logins for many government procurement sites, such as SAMS. While the default MFA option in C2P is to use email authentication, we recommend switching to either SMS or an authenticator application for maximum security and ease of use. You can switch this preference in the My Account à Manage menu.

Capture2 does not provide a complete list of data feeds for IP reasons. If there is a specific feed you are interested in, please contact support@capture2.com to request information pertaining to that source. A partial list of available feeds is available on our website.

We Import all available government documents, run them through our Natural Language Processor to extract relevant details, and use that information to enhance our opportunity data. We also include all documents in the Government/Related Documents section of the opportunity.

Note that certain documents may be locked on the source website, pending authorization through the customer office. We will not import these documents.

One consolidated public opportunity will be created with all publicly available data. Information obtained from a private data source like eBuy will reside on its own C2P opportunity visible to anyone with eBuy integration. If such a separate, private, opp exists, the public opportunity will receive an Analyst Update noting which vehicle released the task order. The private eBuy opportunity will receive an Analyst Update with a link to the public opportunity. We are currently improving our process of sharing public data across both opportunities, as well as linking them in our system to provide better tracking for our customers..

Updates from SAMS should produce an Instant Notification sent to your inbox within thirty minutes of its publication on SAMS. If new documents are published on SAMS, it may take some extra time for them to run through the NLP and update opportunity information, but the documents will be available immediately when we push the notification. All other data sources run at scheduled times, usually overnight, and update once daily. Analysts may review and update information from their sources at any time. They may also send an Instant Notification regarding these updates if there is something that needs to be communicated immediately. Non-critical updates such as KO outreach will not produce an instant notification unless new information is received.

(This is the Drop-down text)

See here.

Contact support@capture2.com to set up email forwarding and to confirm compatibility.

BD Managers/Admins can create a single custom field in just a few seconds via the Admin Console. Even if you are creating multiple fields with elevated complexity (e.g., formula fields dependent on other custom fields) you will not need technical support or an engineer to do so. The process is straightforward data entry within the Admin Console and is explained here. Our Customer Success team is available to provide support and guidance if you have any trouble or simply want to try to stump us.

Yes. Speak to Customer Success and they will provide you with the information needed to initiate the update. This must be done by Capture2 staff.

Yes, a hyperlink/URL field type is available in Custom Capture.

(This is the Drop-down text)

Yes, you can. Instructions for doing so can be found here.

Use the Create Unique Opportunity feature.

Yes, you can find the incumbent opportunity in C2P and use it to quickly create a follow-on (or add it to your Pipeline if it already exists). Our system and analysts will then track and update this new follow-on as source data comes out about the recompete.

Yes. You will need to create and fill custom capture fields with information C2P cannot provide (e.g., internal division). However, the Pipeline Analytics section can be used to graph on any of these fields, and you can build and save graphs for any of your regularly- viewed graphs and charts.

Yes. Our suggestion would be to setup a Display View in your Pipeline including the Capture Manager name and each of the key proposal dates as columns. You may also graph it by using a specific date field such as Solicitation Release/Due Date as the first “group by” option and Capture Manager as the 2nd group by option.

An opportunity must be added to your Pipeline before you can edit any of the information.

Click the Expanded Edit button near Added to Pipeline to show any fields that are currently blank.

Go to the Opportunities search tab within Capture2Proposal, select a Saved Search from your drop-down menu in the top-left corner of the webpage, click the envelope icon to set a daily or weekly schedule for email notifications of your search results. Only new opportunities that meet your search criteria will be sent in the email notifications, not updates to existing opportunities.

Yes, you can to search opportunities with specific keywords and custom fields to get to your desired search result.

Yes. There is an icon next to the saved search drop-down menu that looks like a curved arrow. Clicking this icon will open a window which allows you to select other licensed users at your company and share the search with them. Their search drop-down will show the name of the search you shared, the time at which you shared it, and they will receive an email alerting them to the fact that you sent them a new saved search. NOTE: if you modify the search after sharing it, you will need to re-share it again if you wish for those changes to be shared. Updates you make to a shared search will not automatically update searches shared previously with other users.

Use Capture2Proposal's advanced Analytics capabilities to view awards by any government contractor. You can also click on the organization's name from any page where it appears as a hyperlink to get an overview of their awards, contract vehicles, relevant contacts, and subcontractor data.

Yes, you can view a Master Calendar for the opportunities in your pipeline from the Central Activity tab. You can also filter contents in the Central Activity grid to limit the calendar to certain opportunities, users, or date types.