Describe your experience in financial services.
We have supported many retail clients across Europe.
We have supported many banking clients across Europe, including
AI for winning RFPs
Win more business with exceptional RFP responses.
Rachel Millward, Head of Bid Management, Europe, on what changed when Perk moved its RFP work onto AutoRFP.ai.


Source: Perk
[01] · The challenge
Your team’s expertise is what wins bids, yet every RFP consumes time on repetitive work that competes with the bid itself. As opportunities grow, the process caps how much business your team can pursue.
The right answer exists somewhere, in three versions, and the newest is out of date.
The people who know the answer are busy, late or away when the deadline lands.
Every statement needs confirming before it goes out, and one wrong line can cost the deal.
A previous answer gets reworked by hand to fit an industry, a region or a buyer it was not written for.
Answers get copied out of old files, pasted into the buyer’s spreadsheet or portal, and reformatted by hand before anyone reviews them.
[02] · More capacity to win
AutoRFP.ai automates the mundane work in every response: finding answers, drafting, formatting and returning the buyer’s file. Your experts move to reviewing, tailoring and strategy, so how many RFPs and DDQs you can answer depends far less on how many people you have.
Today
With AutoRFP.ai
“Don’t wait until volumes spike and quality starts to drop. Every bid your team submits manually is costing you more than you think, not just in hours, but in quality and consistency.”
Perk responded to more than double the RFPs with the same team.
[03] · How it works
AI RFP response software imports the buyer’s questionnaire, reviews answers grounded in your knowledge, and returns the completed response in their format.
Bring in the buyer’s Word, Excel or PDF files, or work inside portals like SAP Ariba with the browser extension. AI identifies the questions and requirements for you to confirm.
Answers are drafted from your company’s knowledge with their sources, a Trust Score and a Feedback Score. Anything unsupported is flagged for a person.
Assign reviewers, bring in experts through Slack or Teams, approve, then export into the buyer’s original Word or Excel file. PDF requests come back as Word.
Approved answers become reusable knowledge. Connected sources bring in changes. Outdated content and gaps surface for review, owners approve the updates, and future responses start from better information.
Agents connect through a read-only MCP server that keeps source citations and applies each user’s existing workspace permissions.
[04] · Built for answer quality
Evaluators reward answers that respond directly, fit the buyer’s context and prove every claim. AutoRFP.ai drafts from your approved knowledge and shows the source and confidence behind every answer, so the same approved fact reads the same way in every response, and your team’s review goes into what wins the bid.
Correct
Claims need current information your company can stand behind. AutoRFP.ai has built-in hallucination protection: it writes only from content your team has approved, with each source shown, including its last-updated date and a Trust Score. It also flags anything it cannot support for a person to review, instead of guessing.
Complete
A correct answer can still miss part of the question. AutoRFP.ai identifies the requirements when the RFP comes in, and a Feedback Score checks coverage, relevance, clarity and length, flagging gaps such as a missing support contact for review.
In your voice
The answer should sound like your company and address this buyer. Drafts follow your tone and style rules and the language of answers you have approved, and Project Agent tailors the wording to the buyer and your win themes, with every change shown for review.
[05] · Security by design
Your answers draw on confidential company knowledge, so it stays protected at every step, including while the AI uses it.
How the AI runs
AutoRFP.ai uses the latest AI models from companies like Anthropic and OpenAI, but inference never runs on their servers. Instead, we run them privately through Microsoft Azure, Google Cloud and AWS, under enterprise terms, where each request carries only the excerpts needed for the answer being built.
Your content
Your content is not used to train AutoRFP.ai’s shared models or any third party’s models, and model providers do not retain it for training.
Where it lives
Your content is stored in US (Oregon), EU (Frankfurt) or Australia (Sydney) deployments, isolated from other customers’ workspaces.
Controls and evidence
Single sign-on, SCIM provisioning, role-based permissions and audit logs. ISO 27001:2022 certified, SOC 2 Type II audited and independently tested at least annually, with the reports, policies and subprocessor list in our Trust Center.
[06] · Proven in practice
More opportunities pursued, more bids won, and more of each approved response coming from the AI draft.

We've used AutoRFP.ai to win 50+ successful bids and plan to continue using it into the future for all bids that come through

Part of me doesn't want to recommend it as I want to keep it for myself, but the product is just too good not to share
Every answer your team approves adds to your knowledge. Every workflow you automate takes another repetitive task off the plate. Your work compounds with every bid, increasing the automation rate over time, which is something we also measure for our customers.
The share of words in an approved answer that came from its stored AI draft: the draft words kept at approval, divided by the total words in the approved answer. We calculate it per customer, then report the median across measured Enterprise customers. A draft can include a Project Agent rewrite approved without further editing, so this is not first-draft retention.
Perk, with AutoRFP.ai
[07] · Getting started
Adoption starts with the knowledge your team already has. Most teams move from first import to a live RFP inside a week, then judge the answers in a two-week proof of concept.
Day 1
Import your existing answers with their categories and metadata, upload past proposals and policies, and connect the sources your team already maintains.
Day 2
AI-drafted answers, cited to your own content, in as little as 48 hours of bringing it in.
Week 1
Most customers have a power user running a live RFP inside the first week, with reviewers and experts working alongside.
Weeks 1 to 2
Run a two-week proof of concept with your content and your reviewers.
Something else on your list? Bring it to a demo and we will answer it on one of your own questionnaires.
AI RFP software drafts responses to requests for proposals (RFPs), due diligence questionnaires (DDQs), requests for information (RFIs) and security questionnaires from your company’s own knowledge.
AutoRFP.ai writes from content your team has approved, shows the sources behind each answer and flags anything it cannot support for a person to review.
Teams using AI RFP software typically cut response time by 60% and respond to 30% more RFPs per quarter.
Zero hallucination by design: AutoRFP.ai writes only from content your team has approved, lists the sources behind each answer with their last-updated dates, and gives every draft a Trust Score for how strongly those sources support it.
A separate Feedback Score checks completeness, relevance, clarity and length.
Customers report that first-draft answers are usable with minor edits 80 to 90% of the time, because the model is grounded in your approved content, not generic internet training data.
AutoRFP.ai does not guess.
When it finds no usable source, it holds back the draft, marks the question for attention and surfaces it to your team through the project’s normal assignments, so the right person can answer it.
Once approved, that answer is saved to your library for the next bid.
Yes.
Your content is not used to train AutoRFP.ai’s shared models or any third party’s models. AI models are reached only through Microsoft Azure, Google Cloud and AWS, and each request carries only the excerpts needed for that answer.
Your workspace is hosted in the US, EU or Australia, isolated from other customers, with single sign-on, role-based permissions and audit logs. AutoRFP.ai is ISO 27001:2022 certified and SOC 2 Type II audited annually, and the Trust Center lists every subprocessor and holds our security reports.
Import your existing answers with their categories and metadata, upload past proposals and policies, and connect SharePoint, Google Drive, OneDrive, Box, Confluence, Notion, Seismic, Zendesk or Intercom, with optional daily sync for the content you select.
Approved answers are saved to the library as your team works, and owners, review cycles and approvals keep it current.
Import Word, Excel and PDF files, or work inside portals such as SAP Ariba with the browser extension.
Completed answers export into the buyer’s original Word or Excel file, and PDF requests export as Word.
Assign editors and reviewers, bring in experts through Slack or Microsoft Teams, and keep an audit trail of who answered, edited and approved each response, with unlimited users on every plan.
Yes.
Security questionnaires, vendor assessments (CAIQ, SIG, VSA), due diligence questionnaires and sales RFPs all run from the same approved content.
The browser extension works inside procurement portals, including SAP Ariba, where many security questionnaires live.
Yes.
Tag library content by fund or entity, and each project drafts only from the content tagged for it, so fund-specific facts such as legal names stay correct in every DDQ.
Fund-level and firm-wide approval layers decide who signs off each version.
After a 45 minute online demo, we can ingest your existing RFP responses, past proposals and knowledge base.
Most customers see their first AI-drafted answers in as little as 48 hours and have a power user running a live RFP inside the first week.
Run a two-week proof of concept on your own RFPs, with your content and your reviewers.
Use questions your team already knows the answers to, and check the accuracy, completeness and voice of each response before you decide.
Loopio, Responsive (formerly RFPIO) and Qvidian are established RFP platforms with mature content libraries and project tools.
AutoRFP.ai was built AI-native: it drafts every answer from your approved content, shows the sources and a Trust Score for each one, checks completeness with a Feedback Score, and saves approved answers back to the library as your team works.
A general assistant does not know your product, your security posture, your case studies or the phrasing your bid team has refined, and it can write answers that sound right without citing a source.
AutoRFP.ai uses large language models with your approved content as the grounding layer, shows the sources behind every answer, keeps an audit trail and is built for how RFP teams collaborate and submit.
Next step
Bring representative questions and knowledge your team already knows, and judge every answer on the three standards: correct, complete and in your voice.