Make a lasting first impression with proactive proposals

All the tools you need to create personalized selling documents

Personalize your proposals

Modify company-verified content to craft SOWs and proactive proposals that are perfectly tailored to your customers’ needs.

Keep opportunities on track

Link proactive proposals in RFPIO to opportunities into your CRM, and gain insight into ROI by tracking win rate, revenue attribution, and resources used.

Feel confident in your content

Create each proposal using pre-approved and vetted content, so you can be sure each proposal you submit is fully accurate.

Stay on-brand and accurate

Handcraft a stand-alone document, neatly packaged in your own branded template.

Get a head start in the sales cycle

Collaborate in-app

Need manager approval before you can submit? @-mention your manager right in the app.

Build & customize

Build boilerplate sections—like Introduction, Solutions, and Pricing—that you can piece together and customize for each proactive proposal you submit.

Enhance your answers

Make your proposal look exactly the way you want it by filling answers with tables, images, and rich text—and export into your own branded template.

“Running our SOWs through RFPIO—and establishing RFPIO as a single source of truth—has helped us keep our documents better organized”

Director of Client Services - Metal Toad

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