RFP Software
The facts below are what the maker publishes about RFP Software, checked and dated. Our editors have not written about it yet.
The facts
Each one read from RFP Software's own pages, with the date it was checked.
What it does
- Access and audit
- The security page describes role-based permissions, SSO and SAML 2.0, SCIM provisioning, multi-factor authentication, and exportable audit logs.checked 9 Oct 2026
- AI data use
- The company says customer content is not used to train shared or third-party models and is used only to generate responses for that customer’s workspace.checked 9 Oct 2026
- AI drafting
- The platform creates first-draft responses in the team’s voice and traces answers to their source documents.checked 9 Oct 2026
- Analytics and reporting
- Yeschecked 20 Sep 2026
- API
- The integrations page says teams can build workflows using a REST API and webhooks.checked 9 Oct 2026
- Collaboration
- Teams can assign sections, review and edit answers in context, and approve responses within the workspace.checked 9 Oct 2026
- Compliance
- The security page lists SOC 2 Type II, GDPR, ISO 27001 alignment, and CCPA support.checked 9 Oct 2026
- Compliance checks
- It tracks questionnaire requirements to completion and flags gaps before submission.checked 9 Oct 2026
- Compliance tracking
- The platform tracks questionnaire requirements to completion and flags gaps before submission.checked 9 Oct 2026
- CRM integrations
- Yeschecked 20 Sep 2026
- Encryption
- The security page states that data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256.checked 9 Oct 2026
- File formats
- The Help Center says uploads can include Word, Excel, PDF, and portal exports, and finished responses export to the buyer’s required format.checked 9 Oct 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, Microsoft Dynamics, Slack, Microsoft Teams, Google Drive, SharePoint, and identity providers; the site also describes REST API and webhook workflows.checked 9 Oct 2026
- Intended users
- The company says proposal, bid, sales, and security teams across technology, financial services, healthcare, manufacturing, and the public sector use the product.checked 9 Oct 2026
- Privacy
- The security page says customer content is not used to train shared or third-party models and lists regional data residency options.checked 9 Oct 2026
- Proposal workflow
- The platform supports proposal management, approval workflows, analytics, and version history with rollback.checked 9 Oct 2026
- Purpose
- RFP Software drafts, answers, and validates responses to RFPs, RFIs, and security questionnaires using a team’s approved knowledge.checked 9 Oct 2026
- Security
- The security page specifies TLS 1.2 or higher in transit, AES-256 at rest, SSO/SAML 2.0, SCIM provisioning, role-based access, and exportable audit logs.checked 9 Oct 2026
- Support
- The Help Center says users can contact support through the Contact page and typically receive a reply within one business day.checked 9 Oct 2026
- Support and onboarding
- The homepage says every plan includes guided onboarding, while the Help Center says the team typically responds to support inquiries within one business day.checked 9 Oct 2026
- Supported files
- The Help Center says uploads include Word, Excel, PDF, and portal exports, and finished responses can be exported in the buyer’s required format.checked 9 Oct 2026
- Target users
- The About page says proposal, bid, sales, and security teams across technology, financial services, healthcare, manufacturing, and the public sector use the product.checked 9 Oct 2026
- Workflow
- The workflow covers uploading an RFP, parsing requirements, searching the knowledge base, drafting, team review, and proposal export.checked 9 Oct 2026
Money
- Trial
- The homepage offers a free trial and says no credit card is required to start it; it does not state a trial duration.checked 9 Oct 2026
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