rfp project management

Track Everything. Chase No One.

See who's stuck. Send reminders. Keep SMEs accountable all from one dashboard. No more spreadsheets, email chains, or daily status meetings.

Apple - RFP Software Questionnaire

Start Date

01/12/24

Due Date

12/12/24

Collaborators

Bid Team

The Problem

You Don't Know Who's Stuck Until It's Too Late

7 SMEs. 150 questions. 15 follow-up emails. 8 hours of status updates. Every week.

no acces

no access

Finished yet?

Dedline:

Nov 14, 202*

(tomorrow)

BEFORE

Your team progress

@EricaWyatt

@CameronYang

AFTER

Mon

ACME Inc RFP

@EricaWyatt

Tue

Fed Bank DDQ

@CameronYang

Wed

Complie Sec Q

@CameronYang

Thu

Amaze Corp RFI

@CameronYang

Fri

Vendor Portal Qs

@CameronYang

Your team progress

@EricaWyatt

@CameronYang

@MollyVaughan

PROJECT VISIBILITY

See Everything. Ask No One.

Real-time progress across every RFP, RFI, DDQ, and security questionnaire without chasing updates.

Project Overview

Spot Blockers Before They're Problems

See exactly where every RFP stands without a single status email.

What you see at a glance:

Workload by team member

Blocked responses and open comments

Completion by section

Progress bars for every assignment

Acme Corp Inc. RFP

Saved

COMPLETED

Export

360

All

My Tasks

Project Overview

Overall Progress

76%

360 of 474 responses approved

Completed

11% in review

39% in progress

Project Due

In 2 days

Friday 8 august 2025

Comments

need resolving

AI Draft Rate

81.6%

62 of 76 responses have been drafted by AI

Dropdowns / columns

12% Non-Compliant

0% Partially Compilant

45% Fully Compliant

42% Exceeds Compilance

10% Yes

0% No

Activity

Chat

Teams

Calendar

Calls

Files

AutoRFP

Chat

Organization

AutoRFP

APP

5/12, 9:15 AM

Jack Commented on "ACME Inc RFP"

Jack commented on a requirement that you are an editor on.

Requirement:* If you use GraphQL, are all authorization checks performed per API rather than at once up front? If not, please add additional comments.

Comment:

No results for GraphQL. @Oren can you please add your expertise here.

AutoRFP

Chat

AutoRFP

APP

5/12, 9:15 AM

Jack Commented on "ACME Inc RFP"

Jack commented on a requirement that you are an editor on.

Requirement:* If you use GraphQL, are all authorization checks performed per API rather than at once up front? If not, please add additional comments.

Comment:

No results for GraphQL. @Oren can you please add your expertise here.

Activity

Chat

Teams

Calendar

Calls

Files

AutoRFP

Chat

Organization

AutoRFP

APP

5/12, 9:15 AM

Jack Commented on "ACME Inc RFP"

Jack commented on a requirement that you are an editor on.

Requirement:* If you use GraphQL, are all authorization checks performed per API rather than at once up front? If not, please add additional comments.

Comment:

No results for GraphQL. @Oren can you please add your expertise here.

SLACK & TEAMS

Notifications Where Your Team Works

@mention SMEs on specific questions. Comments stay attached to responses, not just buried in email.

Notifications go to Email and Slack or Teams.

Why it works:

@mention routing on any question

Notify via email, Slack, or Teams

One-click reminders from the dashboard

Full audit trail of every change

RFP project management for all

Project Management Across the Team

Bid Manager

Stop Tracking, Start Managing

When you're coordinating 8 SMEs across a 200-question enterprise RFP and someone asks "what's the status?" you shouldn't need to check 3 spreadsheets and send 5 Slack messages to find out. Open your project dashboard, see who's at 40% completion with 2 days left, send a targeted reminder with one click. Catch the bottleneck before it becomes a crisis.

RFP project management for all

Project Management Across the Team

Bid Manager

Stop Tracking, Start Managing

RFP project management for all

Project Management Across the Team

Bid Manager

Stop Tracking, Start Managing

Learn more

Other features

65%

Requirement

Detail how the system generates accurate responses

Partially Compliant

Gap Analysis

Uncover the Requirements That Are Costing You Deals

Learn More

65%

Requirement

Detail how the system generates accurate responses

Partially Compliant

Gap Analysis

Uncover the Requirements That Are Costing You Deals

Learn More

65%

Requirement

Detail how the system generates accurate responses

Partially Compliant

Gap Analysis

Uncover the Requirements That Are Costing You Deals

Learn More

Where are integration points required

Deal-breaker

The RFP mentions integration with Salesforce, email, and potentially a Digital Asset Management/Content management tool. Specific integration requirements are not fully detailed.

PDF

AI for Proposal & Questionnaire RFP.pdf

Go / No - Go

Find Deal-Breakers in 2 Minutes, Not 20 Hours In

Learn More

Where are integration points required

Deal-breaker

The RFP mentions integration with Salesforce, email, and potentially a Digital Asset Management/Content management tool. Specific integration requirements are not fully detailed.

PDF

AI for Proposal & Questionnaire RFP.pdf

Go / No - Go

Find Deal-Breakers in 2 Minutes, Not 20 Hours In

Learn More

Where are integration points required

Deal-breaker

The RFP mentions integration with Salesforce, email, and potentially a Digital Asset Management/Content management tool. Specific integration requirements are not fully detailed.

PDF

AI for Proposal & Questionnaire RFP.pdf

Go / No - Go

Find Deal-Breakers in 2 Minutes, Not 20 Hours In

Learn More

Win rate: 52% (+14%)

Workload overview

Team capacity

Balanced

Response speed

17 days → 8 days

Saved 400+ hours