Overview
Proposal Review Agent helps you evaluate a supplier proposal during an active buying cycle. Tropic compares the proposal against benchmark pricing, procurement policy, and supplier negotiation patterns
Simply upload a proposal and get a clear analysis that shows:
- Whether the pricing is competitive
- Where there is room to negotiate
- Which financial terms are out of policy
- What steps to take next
Step-by-Step Demo
Use this walkthrough to follow a full proposal evaluation from upload to recommendations.
How This Helps You
- Move faster: Get proposal insights without building spreadsheets.
- Know what to push on: Focus on the terms and pricing that matter.
- Stay aligned with policy: Spot issues before negotiations start.
- Negotiate with confidence: Use clear recommendations and tactics.
How It Works
Step 1: Start an evaluation
- Click Review Proposal from the left navigation to start a proposal evaluation.
Step 2: Upload your proposal
- Select the supplier.
- Add your decision timeline.
- Upload the proposal document.
- Click Next.
Step 3: Confirm what this proposal is for
- Choose whether this is a new purchase or a renewal.
- If Tropic detects an existing contract, review the prompt and choose the right option.
- Click Next.
- Tropic now scans and processes your documents.
Step 4: Review extracted contract details
Tropic extracts key details used for the analysis, such as start and end date, total contract value, billing frequency, payment method, and opt out days when available.
- Review the fields, correct anything that looks off, then click Next.
Step 5: Review line items
Tropic extracts line items so the analysis stays SKU level, not just contract level.
- Confirm line items are accurate
- Add or adjust anything missing
- Click Review Proposal
This generates the proposal analysis automatically.
Proposal Analysis Overview
Top summary
This section answers the quick questions:
- Should you accept this proposal, consider negotiating, or negotiate?
- How difficult the negotiation is likely to be?
- What level of savings opportunity is realistic in your situation?
Pricing and benchmarks
This section compares your pricing to relevant market ranges and supports the savings recommendation.
Compliance check
If you have procurement policies set up in Tropic, the report flags which terms need attention and which ones are already in good shape.
Negotiation strategy
This section turns insights into action:
- Clear steps to follow
- Example scripts you can copy and adapt for your supplier conversation
Activity and Documents
Each proposal analysis has its own tabs.
- Activity shows a timeline of actions related to the proposal analysis, such as creation and document uploads.
- Documents stores the proposal files used for the analysis.
This keeps the analysis and its source documents together in one place.
Where to Find Proposal Analysis Results
You can access proposal analyses in two ways:
- Open the analysis immediately after evaluation under Proposal Insights.
- Go to Supplier Intelligence → Proposals to view and reopen all proposal analyses created for your organization.
This is where proposal analyses live long term.
How to Get the Most Value from Proposal Analysis
Best document types
Proposal Review Agent works best when the proposal includes clear pricing and terms, such as:
- Order forms
- Pricing exhibits
- Quotes with line items and units
- Agreements that list term and payment details
If the document is vague or missing line items, you can still run it, but the output may be less specific.
Set up policies for better compliance guidance
If you want the compliance section to be useful, set your procurement policies in Settings first. That gives the report a clear standard to check against.
Line items with multiple price drivers
Some proposals price the same product using multiple drivers, like:
- seats
- usage
- platform fees
- onboarding fees
- support tiers
When pricing is split like that, enter each driver as its own line item. This keeps the analysis accurate and helps the report recommend realistic targets.
Savings opportunity vs price benchmark
Price benchmark shows how your pricing compares to the market.
Savings opportunity shows how much room you realistically have to improve this proposal, based on your situation.
Additional Resources
For more training guides or documentation, please visit our Help Center. Our resources provide detailed guidance to help you navigate Tropic effectively.