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RFP Software
What it is
RFP Software helps teams prepare responses to RFPs, RFIs, and security questionnaires using approved team knowledge. Its workflow moves from uploading a request and parsing requirements to knowledge-base search, drafting, team review, and export. AI creates first drafts in the team’s voice and traces answers to source documents. Teams can assign sections, edit responses in context, and approve them in the workspace. Requirement tracking flags gaps before submission; proposal tools also include approval workflows, analytics, version history, and rollback. Uploads can include Word, Excel, PDF, and portal exports, and finished responses can be exported to the buyer’s required format. Integrations include Salesforce, HubSpot, Microsoft Dynamics, Slack, Microsoft Teams, Google Drive, SharePoint, and identity providers; REST API and webhooks support workflows. Security measures include TLS 1.2 or higher in transit, AES-256 at rest, access controls, and exportable audit logs. The company says customer content is not used to train shared or third-party models. Pricing is on request. A free trial is available without a required credit card; no trial duration is stated.
For and against
For
- Drafts trace answers to source documents
- Teams can assign, review, and approve responses
- Requirement tracking flags gaps before submission
- Exports to the buyer’s required format
- Free trial does not require a credit card
Against
- Pricing is on request
- No trial duration is stated
The verdict
RFP Software combines drafting, collaboration, requirement checks, and proposal workflow tools in one workspace.
Who it suits
It suits proposal, bid, sales, and security teams preparing questionnaires and proposals. The company describes use across technology, financial services, healthcare, manufacturing, and the public sector.
On the record
- Access and audit
- The security page describes role-based permissions, SSO and SAML 2.0, SCIM provisioning, multi-factor authentication, and exportable audit logs.rfp-software.com · read 9 Oct 2026
- AI data use
- The company says customer content is not used to train shared or third-party models and is used only to generate responses for that customer’s workspace.rfp-software.com · read 9 Oct 2026
- AI drafting
- The platform creates first-draft responses in the team’s voice and traces answers to their source documents.rfp-software.com · read 9 Oct 2026
- Analytics and reporting
- Yesrfp-software.com · read 20 Sep 2026
- API
- The integrations page says teams can build workflows using a REST API and webhooks.rfp-software.com · read 9 Oct 2026
- Collaboration
- Teams can assign sections, review and edit answers in context, and approve responses within the workspace.rfp-software.com · read 9 Oct 2026
- Compliance
- The security page lists SOC 2 Type II, GDPR, ISO 27001 alignment, and CCPA support.rfp-software.com · read 9 Oct 2026
- Compliance checks
- It tracks questionnaire requirements to completion and flags gaps before submission.rfp-software.com · read 9 Oct 2026
- Compliance tracking
- The platform tracks questionnaire requirements to completion and flags gaps before submission.rfp-software.com · read 9 Oct 2026
- CRM integrations
- Yesrfp-software.com · read 20 Sep 2026
- Encryption
- The security page states that data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256.rfp-software.com · read 9 Oct 2026
- File formats
- The Help Center says uploads can include Word, Excel, PDF, and portal exports, and finished responses export to the buyer’s required format.rfp-software.com · read 9 Oct 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, Microsoft Dynamics, Slack, Microsoft Teams, Google Drive, SharePoint, and identity providers; the site also describes REST API and webhook workflows.rfp-software.com · read 9 Oct 2026
- Intended users
- The company says proposal, bid, sales, and security teams across technology, financial services, healthcare, manufacturing, and the public sector use the product.rfp-software.com · read 9 Oct 2026
- Privacy
- The security page says customer content is not used to train shared or third-party models and lists regional data residency options.rfp-software.com · read 9 Oct 2026
- Proposal workflow
- The platform supports proposal management, approval workflows, analytics, and version history with rollback.rfp-software.com · read 9 Oct 2026
- Purpose
- RFP Software drafts, answers, and validates responses to RFPs, RFIs, and security questionnaires using a team’s approved knowledge.rfp-software.com · read 9 Oct 2026
- Security
- The security page specifies TLS 1.2 or higher in transit, AES-256 at rest, SSO/SAML 2.0, SCIM provisioning, role-based access, and exportable audit logs.rfp-software.com · read 9 Oct 2026
