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Unanet ProposalAI vs Flowcase

Two AEC proposal tools that start at different ends of the job. Unanet ProposalAI is an AI-first drafting tool: it breaks a solicitation into requirements, generates prompts and an outline, and drafts responses from firm content, with optional Unanet CRM context. Flowcase is a resume, project-sheet and credential database that staff keep current, with an AI match step against RFP requirements, SF 330 exports and generative AI sold as a Premium add-on. Not like-for-like. Desk research from vendor pages read Oct 26, 2026; not tested, no winner.

DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 26, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.

In short: Unanet ProposalAI (AEC) (AI RFP response drafting; no public prices (quote / sales)) vs Flowcase (Resume & project-sheet management; no public prices (quote / sales)). Facts last checked Oct 26, 2026. No winner declared; not tested.

Side by side

Unanet ProposalAI vs Flowcase: vendor-published facts side by side
Sheet rowUnanet ProposalAI (AEC)Flowcase
CategoryAI RFP response draftingResume & project-sheet management
AI role (our label)AI-firstAI features added to established product
What it doesAI proposal software for AEC firms that breaks a solicitation into requirements and maps each one to the drafted response. Unanet says it breaks a solicitation into actionable pieces, auto-generates prompts to answer each requirement, builds the outline in the required format with references, and maps every requirement to the response; a Champ assistant answers questions from business data and assesses opportunities before you pursue. Source material can include past proposals, project sheets, resumes, firm overviews and project descriptions, uploaded in batches, from supported content sources, or from documents attached to an opportunity in Unanet CRM. Unanet says it can be evaluated standalone, with the CRM connection adding opportunity, project and people context, and that connector behavior varies by environment. Its solution brief lists an RFP shredder and compliance matrix analyzer, natural-language search of the proposal library, a proposal chat bot, and hosting on a secure private cloud. Vendor claims 70% faster to first draft and responding to 30% more proposals (vendor claims, not verified). Re-read Oct 17, 2026: the FAQ says ProposalAI produces editable first-draft content (many teams finish in Word or InDesign), can draw on connected SharePoint or Unanet CRM sources where supported, and still needs human review; the page says it runs in a private cloud that complies with federal cybersecurity requirements on a custom foundation model trained to DAWIA and FAR standards (vendor statements). Re-checked Oct 19, 2026: unchanged in substance (requirement mapping, Champ assistant, which can also pull real-time information from the web, private cloud, a model trained to DAWIA and FAR standards, 70% and 30% figures; vendor claims). The FAQ still says the output is editable draft content that needs human review and that it can be evaluated standalone. The solution brief PDF still opens and repeats the 70% faster drafts claim. Re-checked Oct 20, 2026: the page now leads with proposals powered by governed Unanet CRM data (opportunity context, past performance, projects and people) and splits the workflow into ProposalAI Write and ProposalAI Champ; the 70% faster first draft and 30% more proposals figures and the private cloud and DAWIA/FAR-trained model statements remain (vendor claims). The FAQ says your team still owns win strategy, project approach, pricing and final accuracy, and still asks Does ProposalAI require Unanet CRM?; that answer was collapsed in our read, so the earlier standalone-evaluation statement was not re-confirmed today. Re-checked Oct 22, 2026: the page is unchanged in substance (ProposalAI Write and ProposalAI Champ on governed Unanet CRM data; private cloud and DAWIA/FAR-trained model statements; 70% and 30% figures are vendor claims). The FAQ answer we could not read on Oct 20 is readable again and still says ProposalAI can be evaluated as a standalone solution, with the CRM connection carrying opportunity context and documents into proposal work; another answer says no AI system removes the need for human review of project facts, personnel qualifications, commitments, pricing and compliance-sensitive language. Re-checked Oct 24, 2026: AEC page unchanged (ProposalAI Write and Champ, private cloud, model trained to DAWIA and FAR standards per the vendor; FAQ says it can be evaluated standalone and human review is still needed); the 70% and 30% figures are vendor claims not used here. Re-checked Oct 26, 2026: AEC page unchanged in substance (proposals powered by governed Unanet CRM data; ProposalAI Write and Champ, which can also pull real-time web information; private cloud and a model trained to DAWIA and FAR standards per the vendor; the FAQ still says it can be evaluated standalone, works from uploaded content or connected SharePoint or Unanet CRM sources where supported, produces editable drafts often finished in Word or InDesign, and still needs human review). The 70% and 30% figures and the customer quote are vendor material and are not used.Resume (CV), project-sheet and credential database for consulting and AEC firms (formerly CV Partner). Staff keep their own profiles current; proposal teams search for people and projects, tailor content, and export to branded templates, Word, InDesign, PDF or SF 330 Section E resumes and Section F project sheets. The homepage shows an AI match step that analyzes uploaded RFP requirements and scores people and projects against them, and the site announces an AI Proposal Assistant running on the firm's live data. Lists integrations with SSO and a REST API, translations and skill reports. Industries listed include engineering and construction. Vendor case-study figures such as 90% faster resume prep are vendor claims, not verified. Re-checked Oct 19, 2026: the homepage still shows the RFP match step (upload an RFP and every profile is scored against it) and a Sweco case study (engineering consultant with 20K+ employees; vendor case study). The pricing FAQ now names Flowcase's generative AI tools as AI Translations, AI Proofreading and AI Text Reduction, says the AI Proposal Assistant runs on live data, and says Flowcase never uses customer data for retraining or shares it between systems (vendor statements). Re-checked Oct 20, 2026: unchanged in substance (RFP match step, Sweco case study, AI Proposal Assistant news, and the pricing FAQ's AI Translations, AI Proofreading and AI Text Reduction); the homepage also shows the systems data flows in from and out to, naming Loopio and Responsive, OpenAsset and Kantiv, and Copilot, ChatGPT and Claude, and lists SOC 2 Type II, ISO 27001, GDPR with a choice of data region, EU AI Act, and SSO and SCIM (vendor statements). Re-checked Oct 22, 2026: homepage and pricing page unchanged in substance (RFP match step, Sweco case study, AI Proposal Assistant news item, AI Translations, AI Proofreading and AI Text Reduction in the pricing FAQ; Loopio, OpenAsset, Kantiv, Copilot and Claude among connected systems; SOC 2 Type II, ISO 27001, EU AI Act, and SSO and SCIM listed). The 98% renewal line and customer quotes are vendor material and are not used. Re-checked Oct 24, 2026: homepage and pricing page unchanged in substance (the homepage now leads with one place for every resume, project sheet and credential, kept current by the people who own them; RFP match step, SF 330 Section E and F exports, Sweco case study, AI Proposal Assistant news item, and AI Translations, AI Proofreading and AI Text Reduction in the pricing FAQ). Case-study percentages are vendor claims and are not used. Re-checked Oct 26, 2026: homepage and pricing page unchanged in substance (one place for every resume, project sheet and credential; RFP match step; SF 330 Section E and F, Word, InDesign and PDF exports; Sweco case study; AI Proposal Assistant news item; AI Translations, AI Proofreading and AI Text Reduction and the no-retraining statement in the pricing FAQ; SOC 2 Type II, ISO 27001, EU AI Act and SSO and SCIM listed). Case-study percentages and customer quotes are not used.
Who it's forAEC marketing and proposal teams; Unanet CRM customers for the connected workflow.Proposal, bid and marketing teams at engineering, construction, architecture and consulting firms.
Pricing (as publicly stated)No public prices found (checked Oct 16, 2026): the ProposalAI page links no pricing or plans page, unanet.com/pricing returns a not-found page, and the calls to action are "Book a Demo" and a video tour. Confirm current pricing, and whether it is sold standalone or with Unanet CRM, with the vendor. Re-checked Oct 19, 2026: unchanged. (unanet.com/pricing still returns not found; Book a Demo). Re-checked Oct 20, 2026: unchanged (no prices on the ProposalAI page; Book a Demo). Re-checked Oct 22, 2026: unchanged (no prices on the ProposalAI page; Book a Demo). Re-checked Oct 24, 2026: still no published prices (unanet.com/pricing returns not found); Book a Demo only. Re-checked Oct 26, 2026: unchanged (unanet.com/pricing still returns not found; Book a Demo or Access Video Tour).No public prices (checked Oct 16, 2026): the pricing page lists a Professional plan (resume, CV and case-study database, tailoring, templates for one-click exports, integrations and SSO, bulk imports, permissions) and Premium add-ons (generative AI, premium support, dedicated onboarding, bespoke integrations, audit log), each with "Get a quote" and no figures. Generative AI is listed as an add-on, not part of Professional. Re-checked Oct 19, 2026: unchanged. Professional and the Premium add-ons (generative AI, premium support, dedicated onboarding, audit log) are still Get a quote with no figures. Re-checked Oct 20, 2026: unchanged (Professional and the Premium add-ons, including generative AI, are still Get a quote with no figures). Re-checked Oct 22, 2026: unchanged (Professional and Premium, with Premium described as everything in Professional plus a pick of generative AI, premium support, dedicated onboarding, bespoke integrations and audit log; both Get a quote, no figures). Re-checked Oct 24, 2026: unchanged (Professional and Premium, with Premium described as everything in Professional plus a pick of generative AI, premium support, dedicated onboarding, bespoke integrations and audit log; both Get a quote, no figures). Re-checked Oct 26, 2026: unchanged (Professional and Premium, Premium adding a pick of generative AI, premium support, dedicated onboarding, bespoke integrations and audit log; both Get a quote, no figures).
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Vendor links
Sources

Facts last checked: Oct 26, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • What each sells (vendor wording): Unanet calls ProposalAI AI proposal software for AEC firms, powered by your firm's trusted data, split into Write (solicitation breakdown, auto prompts, outlines and requirement mapping) and Champ (an assistant that answers questions from business data and can pull real-time information from the web). Flowcase calls itself the source of truth for resumes and projects at consulting and AEC firms (formerly CV Partner).
  • Where each sits: ProposalAI works on the response itself: requirements, outline and first-draft text. Flowcase works on the people and project content that goes into a response: staff own and update their profiles, proposal teams search and tailor them, and exports go to branded templates, Word, InDesign, PDF or SF 330 Section E resumes and Section F project sheets.
  • AI: ProposalAI is AI-first; Unanet says it runs in a private cloud on a model trained to DAWIA and FAR standards (vendor statement). Flowcase lists an RFP match step that scores people and projects against uploaded requirements, an AI Proposal Assistant running on live data, and AI Translations, AI Proofreading and AI Text Reduction; on the pricing page generative AI is a Premium pick, so it is tagged AI features added to established product.
  • Human review: Unanet's FAQ says ProposalAI produces editable draft content, many teams finish production in Word or InDesign, and no AI system removes the need for human review of project facts, personnel qualifications, commitments, pricing and compliance language. Flowcase's model keeps content accurate by having the people who own each profile maintain it.
  • Connections: ProposalAI can be evaluated standalone and, where supported, draws on uploaded content, connected SharePoint or Unanet CRM sources. Flowcase's homepage shows data flowing to and from Loopio, Responsive, OpenAsset, Kantiv, Copilot, ChatGPT and Claude, and lists SSO and SCIM and a REST API.
  • Security statements (vendor claims): Flowcase lists SOC 2 Type II, ISO 27001, GDPR and data residency, and the EU AI Act, and says it never uses customer data for retraining. Unanet describes a private cloud that complies with federal cybersecurity requirements.
  • Pricing (checked Oct 26, 2026): neither publishes figures. Unanet's pricing URL returns not found and the call to action is Book a Demo. Flowcase lists Professional and Premium plans, both Get a quote.
  • Not used here: Unanet's 70% faster first draft and 30% more proposals figures and customer quote, and Flowcase's case-study percentages, counters and customer quotes (vendor content).

Paraphrased from the sources listed above. Vendor claims are reported as claims.

What users say

The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.

Used either of these? Share your take

Good or bad, an honest review from an estimator, PM or super helps the next team more than another vendor demo. You post under a handle; your email is never shown.

Questions to ask in your review

  • Whether you need a drafting tool, a resume and project database, or both, and how cleanly they would hand content to each other
  • How much of ProposalAI's value depends on Unanet CRM data you may not have, and what Flowcase's generative AI add-on costs on top of Professional
  • What you actually pay, and on what basis (neither publishes full prices)
  • What did you use it for, on what kind of work and project size?
  • How long did setup and training take, and who on your team did it?
  • What does it cost you in practice, compared with what the sales call said?

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