What this agent can do for your business
- Extracts the RFP's key dataIncluded
- Detects gaps and expired deadlinesIncluded
- Answers from your library citing the sourceWith your setup
- Never decides for the teamIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Chat on your WordPress site, in Spanish and EnglishIncluded
Receives the RFP and its scope annex, extracts reference, client, deadline, budget, currency, contact, deliverables and...
RFP & Proposal Intake Assistant
Your sales team triages every RFP in minutes: key data extracted and gaps flagged.
Built for: B2B sales and sales ops teams
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- RFPs lost in email
- Proposals prepared without checking the deadline
Try RFP & Proposal Intake Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am RFP & Proposal Intake Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Extracts the RFP's key data
- Detects gaps and expired deadlines
- Answers from your library citing the source
- Never decides for the team
What the agent can do
- Website chat
- Answers with sources
- Read invoices and documents
- Find documents
- Human handoff
- Answers from your knowledge base
- Check required documents
- Extract data from documents
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Documents as text PDF, DOCX, TXT, MD or CSV (no OCR: scans and photos are not read)
Before you buy
Does it decide whether to bid?
No. It extracts and checks the data; the sales team decides.
Which formats does it read?
Text PDF, DOCX, TXT, MD and CSV. No scans, photos or encrypted PDFs.
What do I need to configure?
The required documents and data (already configured in the product), your proposal library and criteria as the knowledge base and your AI key. Your CRM is optional.
Does it keep the documents?
Files are processed and deleted per the configured retention (60 minutes by default).
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RFP & Proposal Intake Assistant
Install the plugin, load your proposal library and criteria, connect your AI key and test by uploading an RFP.
Full product description
Receives the RFP and its scope annex, extracts reference, client, deadline, budget, currency, contact, deliverables and duration, and tells you what is missing or expired. It answers questions from your proposal library and criteria. It never decides whether to bid. Reads text PDF, DOCX, TXT, MD and CSV; no scans.