SAM.gov Instructions

ProposalPilot helps you find relevant SAM.gov opportunities and prepare proposal draft packs for review.

No personal SAM.gov API key is required for normal ProposalPilot signup.
ProposalPilot securely handles SAM.gov access behind the scenes in alignment with SAM.gov usage policies. You only configure your business criteria.

How it works

ProposalPilot checks public SAM.gov opportunity data, compares opportunities against your saved business profile and matching criteria, and prepares selected matches and draft materials for next-morning review.

You stay in control. ProposalPilot helps prepare your work, but you review, edit, copy, download, and submit manually. ProposalPilot never auto-submits.

Set up SAM.gov matching

  1. Open ProposalPilot Profile and enter your business capabilities.
  2. Open SAM.gov Matching Criteria.
  3. Enter your NAICS codes, PSC codes, keywords, preferred agencies, set-asides, locations, deadline preferences, and exclusions.
  4. ProposalPilot uses those criteria to identify better-fit opportunities.
  5. Review your matches and proposal drafts the next morning.
1. Your business profile

Tell ProposalPilot what your company does, what services you offer, and what types of opportunities fit you.

Complete Profile
2. Your matching criteria

Tune your matches using NAICS, PSC, keywords, agencies, set-asides, locations, deadline preferences, and exclusions.

Configure Criteria
3. Your review

ProposalPilot prepares draft materials. You make the final decision and submit outside ProposalPilot.

Go to Dashboard
Next-morning workflow: ProposalPilot is designed to prepare matches and drafts overnight so you can review them the next morning.

What ProposalPilot does not do

  • It does not require your personal SAM.gov API key for normal signup.
  • It does not ask you to share your SAM.gov login credentials.
  • It does not submit proposals for you.
  • It does not replace your compliance review, pricing judgment, or final submission decision.
  • It does not guarantee that every opportunity is a good fit; you should review every draft before using it.
Simple summary

Configure your business profile and matching criteria once. ProposalPilot securely handles SAM.gov access behind the scenes in alignment with SAM.gov usage policies, helps find relevant public opportunities, prepares draft-ready materials, and leaves final review and submission fully in your hands.