Home / Compare / Unanet ProposalAI vs Workorb
Unanet ProposalAI vs Workorb
Two AI proposal tools for AEC firms that draft responses from a firm's own past proposals, projects and resumes: Unanet ProposalAI, built to work with Unanet CRM data, and Workorb, a standalone platform whose Knowledge Hub connects to CRMs (including Unanet CRM and Deltek Vantagepoint), document systems and OpenAsset. Like-for-like on RFP analysis, first drafts and compliance checks.
In short: Unanet ProposalAI (AEC) (AI RFP response drafting; no public prices (quote / sales)) vs Workorb (AEC proposal automation; vendor publishes prices). Facts last checked Oct 17, 2026. No winner declared; not tested.
DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 17, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.
Side by side
| Sheet row | Unanet ProposalAI (AEC) | Workorb |
|---|---|---|
| Category | AI RFP response drafting | AEC proposal automation |
| AI role (our label) | AI-first | AI-first |
| What it does | AI proposal software for AEC firms. 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). | AI proposal software for architecture, engineering and construction firms (Toronto-based per its site). The homepage (checked Oct 16, 2026) describes a Knowledge Hub that connects to CRM, ERP and document systems and has AI agents organise past proposals, project sheets and team bios; RFP summaries and evaluation against the firm's own Go/No-Go scorecard; suggested past projects and team members matched to RFP requirements; first drafts of proposals and fee letters in the firm's writing style; and a compliance and proofreading pass in which the AI acts as an evaluator. Connections shown include Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset. Vendor claims, not verified: a structured first draft in about 30 minutes, most firms running in about 48 hours, and accuracy described as having no hallucinations. |
| Who it's for | AEC marketing and proposal teams; Unanet CRM customers for the connected workflow. | AEC marketing, business development and proposal teams; the lighter RFP & Proposal Evaluator is pitched at small and mid-sized 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. | Published in part (pricing page, checked Oct 16, 2026): RFP & Proposal AI Evaluator $175 per user per month on a monthly commitment or $149 per user per month on an annual commitment (the page says save 16%), no credit card required; Workorb Enterprise (Proposal Assistant, Document Assistant, brand voice, enterprise support) and Enterprise with Knowledge Hub are custom pricing. Taxes, minimum seats and term details not stated. Re-checked Oct 17, 2026: unchanged. |
| Test status | Not tested. No scores. | Not tested. No scores. |
| Vendor links | ||
| Sources |
Facts last checked: Oct 17, 2026. Prices change; check the vendor page before relying on them.
Where the vendor descriptions differ
- RFP analysis: Unanet says ProposalAI breaks any solicitation into actionable pieces, auto-generates prompts to answer every requirement, builds the outline in the required format with references, and maps every requirement to the response. Workorb says its AI summarizes key RFP information, suggests an outline, and can evaluate an RFP against the firm's own Go/No-Go scorecard.
- Drafting: Unanet describes reaching a strong first draft, not a finished proposal; its FAQ says subject-matter experts and the proposal team refine, validate facts and complete formatting, and that the drafting workflow produces editable content many teams finish in Word or InDesign. Workorb says it generates first drafts of proposals and fee letters in the firm's writing style, with governed templates and approved language applied automatically, and a structured first draft in about 30 minutes (vendor claim).
- Source content: Unanet says ProposalAI can use past proposals, project sheets, resumes, firm overviews and project descriptions, uploaded in batches, from connected SharePoint or other supported sources, or from documents attached to an opportunity in Unanet CRM, and that connector behavior varies by environment. Workorb says its Knowledge Hub connects to CRM, ERP and document systems and that AI agents organise and clean past proposals, project sheets and team bios with no manual uploads; connections shown include Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset.
- Review and compliance: Workorb says its AI takes the role of an evaluator, critiques the draft, proofreads and checks it against RFP requirements; its lighter RFP & Proposal AI Evaluator product does RFP understanding and proposal evaluation on its own. Unanet's Champ assistant answers questions from business data, assesses opportunities before a pursuit and can pull in web information, and its FAQ says no AI system removes the need for human review of project facts, personnel, commitments, pricing and compliance language.
- CRM tie-in: Unanet says ProposalAI can be evaluated as a standalone solution and that the Unanet CRM connection adds opportunity, project and people context. Workorb is not a CRM; it reads from the firm's existing CRM and files.
- Security and grounding (vendor statements): Unanet says ProposalAI runs in a secure private cloud that complies with federal cybersecurity requirements and uses a custom foundation model trained to DAWIA and FAR standards, grounding drafts in the solicitation and approved content. Workorb says its answers include references and citations and describes its accuracy as having no hallucinations (vendor claim, not verified).
- Claims (vendor statements, not verified): Unanet cites 70% faster to first draft and responding to 30% more proposals. Workorb says most firms are up and running in about 48 hours and gives a ~30 minute first-draft figure; the percentage counters on its homepage did not render in our read, so we do not report them.
- Pricing: Workorb publishes part of its pricing: the RFP & Proposal AI Evaluator is $175 per user per month on a monthly commitment or $149 per user per month on an annual commitment, with no credit card required to try it; Workorb Enterprise and Enterprise with Knowledge Hub are custom pricing. Unanet publishes no prices for ProposalAI; its calls to action are Book a Demo and a video tour.
Paraphrased from the sources listed above. Vendor claims are reported as claims.
What we can't tell you yet
Which tool is better for your work. That needs testing on the same package with a verified answer key. Planned measures for this comparison:
- Hours from RFP receipt to a reviewable first draft on the same solicitation and content library
- Share of drafted passages that need fact corrections before submission
- Setup effort when past proposals live in SharePoint and project data lives in a CRM other than Unanet
See the methodology and leaderboard status.
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