The 45-minute transcription job, gone.
A real brief is a one-line email with a 20-page attachment. RFP Autopilot reads it, PDF, Word, Excel, even scans, matches the requirements to your priced library by meaning, and hands you a costed draft to review. Not sent. Reviewed.
From attachment to draft.
Receive
The inquiry lands: pasted, uploaded or forwarded. Attachments come with it: the brief, the attendee list, last year's program.
Read
Budget, headcount, dates, destination and preferences are extracted with the source text kept alongside for verification.
Match
Requirements are matched to your Content Library semantically: the “boutique, walkable” hotel is found by what it is, not what it's called.
Draft
A costed draft proposal appears in your worklist, priced from the price book, flagged where the library had no honest answer.
AI never invents a price.
Generic AI tools will happily hallucinate a rate card. Autopilot is architecturally unable to: pricing flows only from your Content Library and price book, with their validity windows. That constraint is enforced in the system, not in the prompt: which is why the draft is a starting point you can trust rather than a paragraph you have to audit.
- Reads PDF, DOCX, XLSX, CSV, EML and images
- Extractions carry their source text for one-glance verification
- Unpriced requirements are flagged, never filled
- The draft lands in the normal proposal worklist: same review, same flow
- Included on Growth and Enterprise
RFP Autopilot questions
What file types can it read?
The formats briefs actually arrive in: PDF (including scanned pages, via vision), Word documents, Excel workbooks, CSV, forwarded email files and images. The one-line email with a 22-page attachment is the design case, not the edge case.
How does it match requirements to our offering?
By meaning, not keywords. “Somewhere walkable, boutique, good wine” finds the right hotel and the right dinner in your Content Library even though none of those words appear in the item names. The match is shown with its source text, so you can judge it.
Where do the prices come from?
Your price book, with its validity windows, and only there. The model selects and describes; it never costs. If the library has no priced match for a requirement, the draft says so honestly instead of inventing a line.
Does anything get sent automatically?
No. The output is a draft proposal in your worklist, with the extracted requirements and the source brief alongside. You edit, adjust and decide. Autopilot removes the transcription, not the judgment.
See it on your own programs.
A 30-minute walkthrough with the team, on data that looks like yours. Sales-led onboarding: we load your catalog, your vendors and your first programs with you.