getting started
Welcome to VETR — Your First 10 Minutes
Welcome! This short guide will have you productive in VETR within 10 minutes.
Step 1 — Complete your organization profile
Head to Settings → Organization and fill in your CAGE code, UEI, NAICS, and SDVOSB status. VETR uses these to auto-fill proposal headers and cover pages.
Step 2 — Upload your first RFP
Click AI → RFP Parser. Drop any PDF RFP and VETR will extract requirements, build the compliance matrix, and seed a starter proposal in under 90 seconds.
Step 3 — Invite your team
Under Settings → Users, add proposal managers, technical leads, and reviewers. Each can own sections and track assignments.
Step 4 — Connect integrations
SAM.gov and DocuSign integrate in 2 clicks from the Integrations page.