Introduction

Responding to RFPs is an important but often time-intensive part of winning new business. This template helps streamline the process by automatically extracting questions from the RFP and using your internal documentation to generate draft responses efficiently.

⚠️ Before running this template

We recommend including internal documents—like approved messaging, technical specs, and past responses—in the workflow context. These resources help ensure RFP answers are accurate and consistent.

How this template works

1. A Sales Agent reads the RFP and pulls out all the questions.
2. The Agent searches your internal docs to find answers for each question, and notes if anything’s missing.
3. The Agent then puts all the questions and answers into a clear, organized spreadsheet.

Why you should use an Auto-Generate RFP Answers template

This template makes it much faster to draft RFP responses by pulling from approved internal info. It keeps answers consistent and saves your team time, so they can focus on fine-tuning and handling more complex parts.

Who should use an Auto-Generate RFP Answers template

This template is perfect for teams that often respond to RFPs—like sales, proposal, and ops teams—especially if they handle many RFPs and have internal docs (like past proposals or knowledge bases) to pull from.