AI Agents Library · Series B · 02/06

AI Proposal & RFP Agent

Tailored, on-brand proposals and RFP responses drafted and routed for you. What used to take ~33 hours of retrieval and formatting comes back in a few.

  • For: VP Sales · Sales Enablement · RevOps
  • 3–6 weeks to production
  • $100K–250K est. annual savings
~60%

faster responses

$100K–250K

est. annual savings

3–6 wks

setup time

150–400%

ROI range, year one

RFP work influences ~40% of revenue — and it's eating your sellers.

Moving upmarket floods the team with RFPs and custom proposals — roughly 33 hours each, mostly retrieval and formatting — pulling reps and solutions staff off selling.

How it works

From RFP requirements to routed draft.

Parse, draft, price, route — your team reviews, approves and sends.

Parsing agentParses RFP requirements and retrieves approved answers.
Drafting agentAssembles tailored proposals from your prior wins.
Pricing agentCustomizes pricing and formats everything on-brand.
Routing agentRoutes for approval and compliance; anchors deadline follow-ups.
Human approverYour team reviews, approves and sends the response.

Representative workflow — answer libraries, pricing rules and routing are configured during deployment.

What this agent does

From requirements to routed draft.

The agent assembles responses from what already won — people review, approve and send.

01

Parse the requirements

Reads the RFP and retrieves approved answers for each requirement.

02

Draft from prior wins

Drafts tailored proposals built on your best previous submissions.

03

Format on-brand

Customizes pricing and formats everything on-brand.

04

Route for approval

Sends drafts through approval and compliance routing.

05

Track deadlines

Schedules deadline-anchored follow-ups so nothing slips.

Business outcomes

What changes for your revenue.

~33 hours to a few

Proposal turnaround collapses from days of work to hours.

30% more RFPs answered

More RFPs answered per quarter — more revenue in play.

Sellers stay on selling

Reps and solutions staff stop formatting documents.

What we need from you

Deploys on the material you already have.

  • 01Curated answer library & prior proposals
  • 02CRM + pricing / CPQ data
  • 03Doc repositories & templates
  • 04SME time to validate the answer bank

Next step

Answer every RFP. Miss none of the revenue.

The Proposal & RFP Agent turns your prior wins into tailored, approved responses — in hours, not weeks.

Or browse the full library to compare agents.