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.
