Sales
On demand
RFP Response Coordinator Agent
Make every response traceable.
Draft answers to a request for proposal and flag questions that need help from your team.
Draft answers to these procurement questions and flag what we cannot yet confirm.
- Read the request and supporting information
What it does
Answer the bid questions and assign the remaining gaps.
Draft answers to a request for proposal and flag questions that need help from your team. Built for bid and solutions teams.
Organise the requirements
Provide the buyer's questions and your existing product, service and company information. Approved past answers and current evidence can speed up a well-supported response.
Draft supported answers
Match questions to available answers and assign unanswered requirements to the right person.
Prepare the bid review
Get a response draft and a clear list of gaps to resolve before submitting.
How it works
Draft answers to a request for proposal and flag questions that need help from your team. Built for bid and solutions teams.
- Approved documents and context
- Answer only within current approved evidence and assign every gap to a named role. Do not label the bid fully compliant while a mandatory requirement is unknown. Links to the original information and the date it was checked Optional: an answer library indexed by requirement, product version and review date, to reuse relevant approved wording. Optional: current technical documentation, certification scope and named expert decisions, to verify answers and resolve exceptions.
- Reduce time drafting repeated answers
- Review draft responses matched to the buyer's numbered questions, making the submission easier to assemble and check.
- Catch submission gaps before the deadline
- See unanswered requirements and the reviewers needed to confirm them before the response is submitted.
- Confluence · Read approved response library (read)
- Use current supported answers.
- Salesforce · Read bid context and scope (read)
- Keep response aligned with opportunity.
- Jira · Prepare unanswered-question assignments (draft)
- Track product and security gaps without inventing answers.
- Human review and permissions
- Bid and solutions teams review the response draft and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Confluence, Salesforce, Jira.
02Check what matters
Match questions to available answers and assign unanswered requirements to the right person.
03Prepare the result
Draft answers matched to the buyer's numbered questions. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Bid and solutions teams review the response draft and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Knowledge
Confluence
Notion
CRM
Salesforce
HubSpot
Projects & tasks
Jira
Asana
ClickUp
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Prepare a more complete RFP response with less answer assembly and clearer ownership of unresolved requirements.
- Reduce time drafting repeated answers
- Review draft responses matched to the buyer's numbered questions, making the submission easier to assemble and check.
- Catch submission gaps before the deadline
- See unanswered requirements and the reviewers needed to confirm them before the response is submitted.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.