Salesforce
Manage RFP projects and track response data directly inside Salesforce.
Built for Large Teams selling Multiple Products
How it works
Install the AutoRFP.ai app from Salesforce AppExchange and connect it to your workspace. A custom RFP project object syncs project data, response metrics, and status updates between both platforms. Your team tracks every bid without switching tools.
Integrate Salesforce in a few clicks
Install the AutoRFP.ai app from Salesforce AppExchange and enable the integration in your workspace settings. Add the AutoRFP.ai widget to your Opportunity and Account page layouts using Lightning App Builder. Your team starts creating and tracking RFP projects from Salesforce immediately.
Custom RFP Object with Custom Reporting
AutoRFP.ai creates a dedicated project object in Salesforce with 14+ properties including project status, intake status, response counts, due dates, and linked Opportunities. Build custom reports and dashboards in Salesforce using real RFP data. Track approved responses, submission progress, and project timelines alongside your pipeline.
Sync Data automatically between AutoRFP.ai & Salesforce
Project updates flow between AutoRFP.ai and Salesforce in real time. Status changes, response metrics, owner assignments, and intake decisions stay current across both platforms. Your sales team sees live RFP progress on every Opportunity and Account record without logging into another tool.
