AI-powered RFP response engine
Upload an RFP document, and AI parses it, generates qualifying questions, auto-fills from your CRM, then co-writes a tailored proposal section by section with a dedicated CoPilot.
Smart document ingestion
Interactive Preview: Smart document ingestion
Drop a DOCX, XLSX, or PDF and the AI parses the document, detects sections, extracts requirements, and identifies metadata like deadlines and submission formats.
- Supports DOCX, XLSX, and PDF up to 25 MB
- AI section detection and structuring
- Requirement extraction with severity levels
- Deadline and submission format detection
AI intake questions
Interactive Preview: AI intake questions
The AI generates 6-12 smart qualifying questions based on the RFP content and your company data. CRM-sourced answers are auto-filled so your team only answers what matters.
- Priority-ranked questions (P0, P1, P2)
- Auto-fill from CRM data
- Category tags: Security, Pricing, Delivery
- Rationale explains why each question matters
Go / No-Go scoring
Interactive Preview: Go / No-Go scoring
Before you invest hours writing, the AI assesses your win probability. A confidence score with rationale helps leadership make fast, informed bid decisions.
- 0-100 confidence score
- AI-generated rationale
- Red flag identification
- Win theme extraction
Section-by-section AI drafting
Interactive Preview: Section-by-section AI drafting
The RFP CoPilot drafts each response section using your intake answers as ground truth, win themes for positioning, and CRM context for specifics.
- Streams AI draft in real time
- Grounded in your intake answers
- Win theme weaving throughout
- Assumption tracking per section
Compliance matrix
Interactive Preview: Compliance matrix
An auto-generated compliance table maps every RFP requirement to your response sections with met/partial/missing status badges.
- Requirement-to-section mapping
- Met / Partial / Missing / N/A status
- Pass/fail requirement flagging
- Export-ready compliance appendix
Dual export modes
Interactive Preview: Dual export modes
Export as an inline response (Q&A format matching the original RFP) or as a polished standalone proposal with cover page, table of contents, and appendices.
- Inline response (matches RFP format)
- Standalone proposal with cover page
- Compliance matrix appendix
- Preflight checks before export
Win more RFPs with less effort
Stop copying and pasting between documents. Upload your RFP, let AI analyze and draft, then review and export a winning proposal — all inside your CRM.
Included with AI modules • Supports DOCX, XLSX, and PDF