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RFP templates, downloads & helpful materials

Practical tools for bid and proposal teams: spreadsheets, checklists, AI prompts, templates, and research you can put to work today. Every one is free; most ask for a work email. Browse Agent Skills for portable workflows that work across AutoRFP.ai and leading AI assistants.

16 downloads

  • XLSX · 49 KBSpreadsheet template

    Spreadsheet template

    Content Library Audit Spreadsheet for RFP Teams

    Score every Q&A pair in your library against the criteria that matter for AI-powered RFP response, with a ready-to-paste prompt that runs the whole audit for you.

    XLSX spreadsheet · 49 KB

  • PDF · 900 KBChecklist

    Checklist

    Content Library Checklist: Is Your Library Ready for AI?

    A 26-point checklist to see whether your content library is structured well enough for AI to use, across ownership, lifecycle, organisation, and AI readiness.

    PDF checklist · 900 KB

  • MD · 11 KBClaude Cowork setup

    Claude Cowork setup

    RFP Automation claude cowork project instructions

    Claude Cowork instructions that turn your desktop into an RFP command center, qualify, extract requirements, and draft responses from a single workspace.

    Markdown instructions · 11 KB

  • DOCX · 1.1 MBClaude prompt library

    Claude prompt library

    72 Claude Prompts to Win More RFPs

    Seventy-two Claude prompts for bid and proposal teams, structured with XML tags and organized around how a bid actually runs: qualify, research, strategise, draft, evidence, review, and learn.

    DOCX prompt library · 1.1 MB

  • DOCX · 517 KBClaude prompt

    Claude prompt

    Claude Prompt for Sales Proposals

    A Claude prompt that turns call notes and CRM data into a formatted, ready-to-send sales proposal, in minutes, not hours.

    DOCX prompt + template · 517 KB

  • PDF · 45 KBClaude prompt

    Claude prompt

    AI Go/No-Go Prompt for RFP Tender Analysis

    A go/no-go prompt that analyzes any tender against proven criteria and returns a clear recommendation with supporting evidence.

    PDF prompt · 45 KB

  • XLSX · 31 KBRFP template

    RFP template

    Example RFP for RFP Software

    An expert-crafted example RFP for evaluating RFP software, ready-made questions covering automation, integrations, and AI so you can shortlist vendors in hours, not weeks.

    XLSX spreadsheet · 31 KB

  • XLSX · 29 KBDecision framework

    Decision framework

    Go / No-Go Decision Template for RFPs

    A weighted Go/No-Go scoring framework that qualifies opportunities before you commit, so your team stops pouring time into RFPs it was never going to win.

    XLSX spreadsheet · 29 KB

  • PDF · 100 KB50-point checklist

    50-point checklist

    The Ultimate Pre-submission RFP Checklist

    A 50-point pre-submission checklist that catches the content, formatting, and quality-control gaps that quietly lose deals, before you hit submit.

    PDF checklist · 100 KB

  • DOCX · 875 KBPrompt library

    Prompt library

    101 ChatGPT Prompts to Improve Your Bid Quality

    101 ready-to-use ChatGPT prompts, organized into 20 categories, that help bid teams move from a draft or rough notes to a stronger response on every part of the bid.

    DOCX prompt library · 875 KB

  • PDF · 94 KBTemplates & examples

    Templates & examples

    RFP Executive Summary Examples: Templates for Winning Proposals

    Five industry-specific executive summary templates plus real winning examples, with a section-by-section breakdown of what to include, and what to cut.

    PDF templates · 94 KB

  • PDF · 37 KBBid team worksheet

    Bid team worksheet

    Customer insight brief

    A two-page worksheet for bid teams: page 1 is the customer-insight process, page 2 is a blank brief to fill for one bid.

    PDF worksheet · 37 KB

  • PDF · 74 KBTemplates & examples

    Templates & examples

    Ultimate RFP Cover Letter Template

    A proven RFP cover letter framework, the opener, value proposition, and differentiation language that make evaluators take notice before they reach your proposal.

    PDF template · 74 KB

  • PDF · 210 KBTemplates & examples

    Templates & examples

    Winning RFP Response Examples

    Seven winning RFP response examples, cover letters, executive summaries, and Q&A frameworks, plus the value and positioning templates behind them.

    PDF examples · 210 KB

  • PDF · 2.1 MBPresented by AutoRFP.ai and Stargazy

    Presented by AutoRFP.ai and Stargazy

    Proposal Win Rate Report 2026

    Original research from 97 bid professionals on what really drives proposal win rates in 2026, and why the teams that win aren't doing what you'd expect.

    PDF report · 2.1 MB

  • PDF · 6.4 MBSlide deck

    Slide deckNo email needed

    How to Win RFPs with Customer Insight: Slides

    Slide deck from the How to Win RFPs with Customer Insight webinar: internal and external research, the customer brief, and putting insight into the response.

    PDF · 6.4 MB

Product demo

See AutoRFP.ai do this for you

These resources are the manual version. AutoRFP.ai runs the same workflows (qualification, content audits, and drafting) automatically, grounded in your own content.