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AI RFP response agent

The RFP Response agent analyzes incoming RFPs and due-diligence questionnaires, drafts each answer from your approved answer library with a citation, and flags the requirements you can't yet meet, so your team decides sooner whether to bid and how to win.

Revenue Intelligence

RFP Response

Matches each question to your approved answer library, drafts every response with a citation, and flags the requirements you can't yet meet, so you can decide whether to bid.

Uses your shared drives and CRMPowered by Document Generation

How it works

  1. 1

    Read the RFP

    The agent breaks an incoming RFP or DDQ into its questions and requirements.

  2. 2

    Match approved answers

    Each question is matched to your approved answer library, with the account's CRM history for context.

  3. 3

    Draft with citations

    Every response is drafted with a citation to its source, along with an executive summary and the document set.

  4. 4

    Flag the gaps

    Requirements you can't yet meet are flagged for review, so you can decide whether to bid.

Ask questions like these

Ask the RFP Response agent in plain language; every answer shows its sources.

  • Should our sales team bid on this RFP, and how do we maximize win probability?
  • Which requirements in this RFP can't we meet yet?
  • Can you draft an executive summary for this RFP from our approved answers?

Works with the systems you already run

Uses your shared drives and CRM, through connectors such as these.

See the RFP Response agent at work

Questions about Revenue Intelligence or this agent? Send us a note and we'll get back to you by email.

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