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RFP Software

rfp-software.com

Free trial WebAPI
Visit rfp-software.com
Spec score 8.1 #28 of 94 in Bid Management Software

What it is

RFP Software helps teams prepare responses to RFPs, RFIs, and security questionnaires from their approved knowledge. Its workflow covers uploading a request, parsing requirements, searching the knowledge base, drafting answers, team review, and proposal export. AI creates first drafts in the team’s voice and traces answers to source documents. Teams can assign sections, edit answers in context, and approve them in the workspace. Requirement tracking flags gaps before submission; proposal management also includes approval workflows, analytics, version history, and rollback. Uploads can include Word, Excel, PDF, and portal exports, while completed responses can be exported in 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 workflow building. Security provisions include TLS 1.2 or higher in transit, AES-256 at rest, role-based permissions, SSO and SAML 2.0, SCIM provisioning, multi-factor authentication, 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 offered without requiring a credit card to start, with no duration stated.

Spec sheet

Purpose
RFP Software drafts, answers, and validates responses to RFPs, RFIs, and security questionnaires using a team’s approved knowledge.Read 9 Oct 2026 · rfp-software.com
Intended users
The company says proposal, bid, sales, and security teams across technology, financial services, healthcare, manufacturing, and the public sector use the product.Read 9 Oct 2026 · rfp-software.com
Trial
The homepage offers a free trial and says no credit card is required to start it; it does not state a trial duration.Read 9 Oct 2026 · rfp-software.com
API
The integrations page says teams can build workflows using a REST API and webhooks.Read 9 Oct 2026 · rfp-software.com
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.Read 9 Oct 2026 · rfp-software.com
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.Read 9 Oct 2026 · rfp-software.com
Privacy
The security page says customer content is not used to train shared or third-party models and lists regional data residency options.Read 9 Oct 2026 · rfp-software.com
Compliance
The security page lists SOC 2 Type II, GDPR, ISO 27001 alignment, and CCPA support.Read 9 Oct 2026 · rfp-software.com
Support
The Help Center says users can contact support through the Contact page and typically receive a reply within one business day.Read 9 Oct 2026 · rfp-software.com
Access and audit
The security page describes role-based permissions, SSO and SAML 2.0, SCIM provisioning, multi-factor authentication, and exportable audit logs.Read 9 Oct 2026 · rfp-software.com
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.Read 9 Oct 2026 · rfp-software.com
AI drafting
The platform creates first-draft responses in the team’s voice and traces answers to their source documents.Read 9 Oct 2026 · rfp-software.com
Analytics and reporting
YesRead 20 Sep 2026 · rfp-software.com
Collaboration
Teams can assign sections, review and edit answers in context, and approve responses within the workspace.Read 9 Oct 2026 · rfp-software.com
Compliance checks
It tracks questionnaire requirements to completion and flags gaps before submission.Read 9 Oct 2026 · rfp-software.com
Compliance tracking
The platform tracks questionnaire requirements to completion and flags gaps before submission.Read 9 Oct 2026 · rfp-software.com
CRM integrations
YesRead 20 Sep 2026 · rfp-software.com
Encryption
The security page states that data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256.Read 9 Oct 2026 · rfp-software.com
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.Read 9 Oct 2026 · rfp-software.com
Proposal workflow
The platform supports proposal management, approval workflows, analytics, and version history with rollback.Read 9 Oct 2026 · rfp-software.com
Support and onboarding
The homepage says every plan includes guided onboarding, while the Help Center says the team typically responds to support inquiries within one business day.Read 9 Oct 2026 · rfp-software.com
Supported files
The Help Center says uploads include Word, Excel, PDF, and portal exports, and finished responses can be exported in the buyer’s required format.Read 9 Oct 2026 · rfp-software.com
Target users
The About page says proposal, bid, sales, and security teams across technology, financial services, healthcare, manufacturing, and the public sector use the product.Read 9 Oct 2026 · rfp-software.com
Workflow
The workflow covers uploading an RFP, parsing requirements, searching the knowledge base, drafting, team review, and proposal export.Read 9 Oct 2026 · rfp-software.com

Strong points and limits

Strong points

  • Drafts responses from approved team knowledge
  • Traces answers to source documents
  • Tracks requirements and flags gaps
  • Supports multiple uploads and buyer-format exports
  • Offers REST API and webhooks

Limits

  • Pricing is on request

Who it suits

RFP Software suits proposal, bid, sales, and security teams preparing formal responses. Its stated use spans technology, financial services, healthcare, manufacturing, and public-sector organizations.

Verdict

RFP Software combines drafting, review, compliance tracking, and export in a team workflow. Its security and integration details are extensive, but buyers must request pricing and the trial length is unspecified.

Where Specifiction places it

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