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Service lane 05 / 06

Services // 05 Proposal Agents

Draft proposals from answers you have already written.

Proposal Agents read the RFP or tender, list every question and requirement, and draft answers from your past proposals and approved content. Every draft goes to the right person for review and approval before anything is sent.

Category
Proposal & bid responses
Source Material
Past proposals, policies, product content
Engagement
30-Day Pilot → Monthly Retainer
Oversight
Reviewer sign-off on every section
Woman editing a tabbed proposal binder with a pen, a laptop open beside her.

Operational Environment

Woman editing a tabbed proposal binder with a pen, a laptop open beside her.

Live Pipeline State

RFP → reviewed draft

Node: 01
01 RFP read Done
02 Requirements listed Done
03 Answers drafted Done
04 Sent for approval Waiting
Run log
[event:rfp_received] gate:review
write:draft_sent_for_approval run:#rfp-0315
01 / Operational scope

Built for the proposals your team rewrites from scratch.

Proposal Agents work from the content you already have. They pull answers from past proposals, policies, and product documents, mark where an answer is missing or out of date, and send each section to the person who owns it. Drafts are reviewed and approved by your team. We don't attest to your security or compliance posture.

Common documents handled
  • Requests for proposal
  • Tenders
  • Requests for information
  • Security questionnaires
  • Due diligence questionnaires
  • Vendor registration forms
  • Compliance matrices
  • Capability statements
  • Renewal proposals

Common workflows automated

  • RFP intake
  • Question & requirement extraction
  • Compliance matrix drafting
  • Answer library from past proposals
  • Section assignment to owners
  • Deadline tracking
  • Draft review & approval
  • Final document assembly
02 / Execution loop

From an RFP to a reviewed draft.

Each answer shows where it came from, and nothing is final until a person approves it.

01 Phase // Intake

Reads the RFP

Accepts the RFP, tender, or questionnaire as a PDF, Word file, spreadsheet, or portal download.

02 Phase // Extraction

Lists every question and requirement

Pulls out questions, mandatory requirements, page limits, formats, and deadlines.

03 Phase // Retrieval

Finds matching content

Searches past proposals, policies, and product documents for answers that fit each question.

04 Phase // Drafting

Drafts the response

Writes draft answers and a compliance matrix, with the source of each answer attached, ready for your team's review.

05 Phase // Flagging

Marks the gaps

Flags questions with no good source, content that may be out of date, and commitments that need a decision.

06 Phase // Human gate
Human-in-the-loop Gate

Routes each section for review

Sends each section to the person who owns it. Reviewers edit, approve, or reject it before the response is final.

07 Phase // Library

Keeps the approved answers

Saves approved answers back into the content library so the next response starts further along.

03 / Engagement scope

Start with one live response.

The first pilot should be one live RFP or questionnaire, or an answer library built from your past responses.

Worked Pilot Example

A tender arrives. The agent lists every question and requirement, drafts answers from past proposals, builds the compliance matrix, and sends each section to its owner. Questions with no good source are flagged for the team.

What is delivered in 30 days

Then month-to-month retainer
  • Answer library from past proposals & approved documents
  • RFP intake & requirement extraction
  • Draft answers with sources & a compliance matrix
  • Section review & approval workflow
  • Paid 30-day pilot with one written deliverable
Get started

Start with the next RFP your team has to answer.

Bring one RFP or questionnaire and we will scope a 30-day pilot with a clear deliverable.