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There are three ways to start a new specification in Procright. This article walks through when each approach makes sense, and what to expect from the AI in each case.
Before you start, decide whether you are drafting something new, converting an existing document, or iterating on a previous procurement. Procright handles all three, but the flow is different.
Option 1: Start from a template
Templates are the fastest way to start when you are buying in a well-known category.
From your workspace, open New Specification and select Use a template.
Choose the category that matches your project (SIEM, EDR, ERP, cloud infrastructure, etc.).
Procright loads a structured draft with pre-written requirements, default weights, and standard evaluation sections.
Every template is editable. Treat it as a starting point, not a finished document. AI will also suggest category-specific additions based on your scope description.
Option 2: Upload an existing document
If your organization already has a specification — in Word, PDF, or Excel — upload it instead of starting from scratch.
In New Specification, select Upload a document.
Drag in your file (PDF, DOCX, or XLSX).
Procright analyzes the document, identifies its structure, and converts it into editable specification items grouped by category.
After upload, review the AI-suggested structure. You can merge categories, split items, adjust weights, and accept or dismiss any AI proposal before the specification becomes active.
Option 3: Start from a blank document
Starting blank is useful when the procurement is non-standard or you want full control of the structure.
In New Specification, select Blank document.
Add your first category and start writing requirements.
As you work, Procright offers inline AI suggestions for missing items, wording improvements, and default weights.
This option gives you the most flexibility but also requires the most judgment. It works best when the specification owner has strong category expertise.
Tips for a strong specification
Set weights early. Assign importance to each item before vendors respond. Late weighting is a common source of stalled evaluations.
Keep wording testable. Phrases like "must support X" are easier to evaluate than "should be scalable."
Invite reviewers before finalizing. Security, legal, and finance should see the draft before it goes to vendors — not after responses arrive.
Document your reasoning. Use item-level notes to explain why a requirement is included. Future reviewers will thank you.