The Update Solicitation feature allows you to quickly and accurately update existing Solicitation records using AI-extracted data from Transform Copilot. By uploading an updated Solicitation document (PDF), you can ingest, validate, and review changes directly within the Transform Copilot wizard, reducing manual effort and ensuring data consistency.
Audience
Pre-award Users
Prerequisites
Ensure that TechnoMile's Contracts Suite is already installed and configured. The version of this package must be 2026.1 or higher.
Using the Update Solicitation (TC) Button
The Update Solicitation (TC) option allows users to efficiently update existing Solicitation details using the Transform Copilot extracted data.
To update a Solicitation record:
In Microsoft Dynamics instance, go to Solicitations.
Open the Solicitation record you want to update.
Click Update Solicitation (TC).
NOTE
The Update Solicitation button is available on both the Solicitation and the related Proposal. If a solicitation has more than one related proposal, updating it from the Solicitation page results in an error.
In such cases, use the Update Solicitation option from the specific Proposal instead.
Drag-and-drop an updated Solicitation document (PDF file) or browse your system to select and upload a PDF file.
Click Submit to initiate the ingestion process.
A confirmation message appears.
You receive an email confirmation, indicating that the ingest process has started.
You receive another email once the extraction and validation process is completed.
Click the Review button in the email to view the Solicitation Header Details page.
You can also access the Solicitation Header Details page by navigating to the Transform Copilot Jobs tab and clicking Open Wizard.
Update Solicitation Details
Solicitation Header Details
The Solicitation Header Details consist of several key components for Solicitation review and validation:
On the left panel, the document preview displays the document being processed, with AI-extracted fields highlighted in different colors. The purpose of highlighting is to confirm the data that has been extracted and to easily identify information that has not been extracted.
You can zoom, reset zoom, navigate to the first and last pages, jump to a specific page by entering its number, or open the PDF for a full view.
On the right panel, the Fields Extracted and Fields Modified indicate the total number of fields identified by AI and how many fields have changed based on AI extraction, respectively.
The Old Value (Existing) versus New Value (Extracted) comparison shows the previously recorded Solicitation details (Old Value) and the AI-extracted data for review (New Value).
Select the Override checkboxes in the far-right column to replace Old Value (Existing) with New Value (Extracted) when updates are needed.
NOTE
By default, blank Old Value fields are pre-selected for override if a corresponding New Value (Extracted) is available.
Once you review and update all required fields, click Update Solicitation to save the updated Solicitation Header Details and link it to the Solicitation record.
See the Pre-Award Suite (on Microsoft Dynamics) - Transform Copilot Ingest Solicitation User Guide for a detailed explanation of the fields on this page.
POP
Use the POP update step in the wizard to review, update, and finalize POPs.
Use the Search Period Name option to locate the required POP.
Update POPs by adjusting dates, adding missing periods, and removing unnecessary entries.
Click Create POP(s) to finalize the updated POPs and link it to the Solicitation record.
Alternatively, you can click Skip to omit both the POP and CLIN/SLIN update steps and move to the Clauses update step.
You can click Save as Draft to save your current progress without creating POP records, allowing you to return and complete this step later.
CLIN/SLINs
Use the CLIN/SLINs update step in the wizard to review, update, and finalize CLIN/SLINs before proceeding to the next stage of the solicitation setup.
Update CLIN/SLINs by editing the required fields, adding new CLIN/SLINs, and removing unnecessary entries.
Click Ingest CLIN to finalize the updated CLIN/SLINs and link it to the Solicitation record.
Alternatively, you can click Skip to omit the CLIN/SLIN update step and move to the Clauses update step.
You can click Save as Draft to save your current progress without creating CLIN/SLIN records, allowing you to return and complete this step later.
See the Pre-Award Suite (on Microsoft Dynamics) - Transform Copilot Ingest Solicitation User Guide for a detailed explanation of the fields on this page.
Clauses
NOTE
This section is applicable only to customers using Transform Copilot with Contracts Suite.
Use the Clauses update step in the wizard to review, update, and finalize clauses before proceeding to the next stage of the solicitation setup.
Update clauses by editing the required fields, adding new clauses, and removing unnecessary entries.
Click Insert Clauses to finalize the updated clause and link it to the solicitation record.
Alternatively, you can click Skip to omit the Clause update step and proceed to update the Solicitation record.
You can click Save as Draft to save your current progress without creating Clause records, allowing you to return and complete this step later.
See the Pre-Award Suite (on Microsoft Dynamics) - Transform Copilot Ingest Solicitation User Guide for a detailed explanation of the fields on this page.
Save as Draft
The Save as Draft option is available in the POPs, CLIN/SLINs, and Clauses stages of the wizard. When you click Save as Draft, only completed ingestion steps are saved. Any manual changes made on the current page will not be saved or ingested into the Solicitation.
If you have updates on your current page that you want to keep, complete this step by selecting the Create option to ingest the changes into your CRM. Then click Save as Draft on the next screen to preserve your progress in the wizard.
Copy and Paste from PDF
You can copy and paste content from the PDF view into the Solicitation Header Details, POPs, CLIN/SLINs, and Clauses stages of the Wizard. For detailed instructions, refer to the Copy and Paste from PDF section in the Transform Copilot Ingest Solicitation User Guide.
View Updated Solicitation Record and AI Summary
Once you complete the wizard, the Transform Copilot ingestion is complete, and you are redirected to the updated Solicitation record.
To view the AI Summary:
On the Solicitation record page, click the AI Summary section to expand it.
NOTE
The AI Summary section overlays the main page and displays information without requiring navigation away from the current page.
In this section, you can view the following Solicitation related information:
Summary
Ingested Form Data
POP
CLIN/SLINs
Clauses
Other Changes
Risk
NOTE
The Clauses tab includes a separate table for Key Clauses. The system scans the document for clause numbers that match those marked as Key Clauses in your clause library (CRM environment) and lists them in this table. If no matches are found, the table displays a message indicating that no key clauses were found.
Go to the related Solicitation Amendments and open the Amendment record.
The amendment record page opens with the following tabs displayed.
