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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.
Get the fileXLSX 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.
Get the filePDF 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.
Get the fileMarkdown 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.
Get the fileDOCX 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.
Get the fileDOCX 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.
Get the filePDF 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.
Get the fileXLSX 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.
Get the fileXLSX 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.
Get the filePDF 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.
Get the fileDOCX 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.
Get the filePDF 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.
Get the filePDF 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.
Get the filePDF 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.
Get the filePDF 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.
Get the filePDF 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.
Get the filePDF · 6.4 MB
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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.