Best RFP Software for Medium-Sized Businesses

Loopio helps businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more, helping automate and streamline this manual and time-consuming process. It all starts with our approach to content management, which gives your team on-demand access to the information they need to respond to RFPs or other questionnaires, and helps keep information up-to-date, organized and built to scale with your business. Response Intelligence™, Loopio’s proprietary machine learning technology, surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP Response solution to use on the market. The proof is in the numbers—Loopio customers get amazing results, including: ■ 51% more RFP responses completed ■ 85% win more business ■ 42% in time savings Loopio is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. Request a demo today at www.loopio.com/demo.

Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm_source=g2&utm_medium=affiliate

The world’s best Sales & IT teams use 1up to answer sales questions, RFPs, and security questionnaires 10x faster. Based in New York City, 1up has raised more than $8 million and is trusted by industry leaders such as WalkMe, Gladly, Deliveroo, and many more across the globe to unlock a faster sales experience. Start your free trial at 1up.ai ⚡👾⚡

AutoRFP.ai delivers AI-powered RFP automation that helps sales & bid teams win more deals with exceptional RFP responses in a fraction of the time. Unlike legacy systems that rely on outdated libraries, AutoRFP.ai harnesses the full power of AI to automatically generate comprehensive RFP responses in seconds. Our AI engine instantly: - Analyzes requirements - Searches your content - Drafts tailored responses using your company's unique terminology and tone. Key Differentiators: Immediate Time-to-Value: Generate complete draft responses for hundreds of requirements in seconds, not days. Superior Accuracy: Our AI engine provides transparent "Trust Scores" for each response, showing confidence levels based on your source content. Seamless Collaboration: Purpose-built workflows unite bid teams, subject matter experts, and reviewers with real-time progress tracking. Multi-Format Support: Easily handle Excel, Word, PDF, and online portal submissions through our powerful browser extension. No Library Maintenance: Eliminate time-consuming content reviews with our library-less approach that learns from each approved response. Intelligent Conflict Resolution: AI automatically resolves content conflicts based on recency and context, reducing manual review requirements. Customers report dramatically reduced response times (60% average time savings), increased bid participation rates (30% more RFPs completed), and improved win rates (10%+ uplift) after implementing AutoRFP.ai. AutoRFP.ai is SOC2 & ISO 27001 certified, placing security and privacy at our core.

Tribble is the #1 AI RFP tool, trusted by companies like UiPath, Ironclad, PandaDoc, and more. Tribble acts as a digital expert to autonomously complete your RFPs and security questionnaires, update your content library in real-time, and work alongside you in Slack and Microsoft Teams.

Zip is the world’s leading intake and procurement orchestration platform. Providing an intuitive starting point for any employee to initiate a purchase or vendor request, Zip helps businesses gain clear and timely visibility across all business spend and consolidates all the steps and tools used across finance and procurement processes in one platform.

Iris is an AI-native deal desk platform that empowers teams to automate high-quality responses to RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents. Designed for modern sales, marketing, and compliance teams, Iris streamlines every step of the response process—eliminating bottlenecks, reducing manual work, and ensuring consistency across all deliverables. With Iris, users can quickly generate first drafts using AI trained on your organization’s institutional knowledge and past responses. This helps teams save time while still delivering tailored, accurate content. The platform provides a centralized knowledge base, giving your team a single source of truth that evolves with your business. As your team inputs new content, Iris learns and improves—adapting to your tone, industry, and security or compliance standards. Whether you’re answering a complex RFP, completing a time-sensitive vendor security questionnaire, or managing due diligence documents, Iris makes the process collaborative and efficient. Multi-user access allows cross-functional teams to work in parallel, assign tasks, and maintain version control—no more chasing SMEs or managing fragmented responses in spreadsheets and email threads. Iris also includes a powerful content library so teams can quickly reuse top-performing answers, ensuring quality and consistency across every response. Built-in tagging, custom instructions, and template management make it easy to standardize how your team responds to different types of questionnaires and requests. By reducing time spent on repetitive content creation and increasing submission quality, Iris helps teams respond faster, win more deals, and deliver a smoother buyer experience. Whether you're a lean team managing a few proposals or a large organization responding at scale, Iris grows with you. Iris is particularly well-suited for a variety of use cases, including RFP automation, security questionnaire responses, compliance workflows, and AI-powered proposal management. Whether a small team is managing a few proposals or a large organization is responding at scale, Iris is designed to grow with the user’s needs, ensuring that quality, accuracy, and brand consistency are never compromised. Iris is built for teams that want to move fast—without compromising on quality, accuracy, or brand consistency.

SiftHub is an AI revenue acceleration platform designed to transform how sales and solutions teams operate. Founded in 2024 and headquartered in San Francisco, California, SiftHub's team is committed to helping businesses unlock their full revenue potential by boosting productivity. SiftHub's platform tackles the chaos of scattered information, a common pain point for sales professionals. By centralizing all your essential data—from customer conversations to internal knowledge—and then allowing you to generate sales content with it in seconds, SiftHub frees up your teams to focus on what truly matters: engaging with customers and closing deals. At its core, SiftHub's key functionality lies in its ability to connect knowledge from everywhere, understand it, and use it to produce high-quality sales content. SiftHub integrates seamlessly with your existing tools, including Google Drive, SharePoint, Confluence, Gong, CRM systems, Slack, and Zendesk. Once connected, the autonomous AI agents get to work, sifting through a wide range of content, including meeting notes, deal records, and technical documents. This allows SiftHub to deliver instant, relevant insights and responses right when you need them. Whether you're preparing for a last-minute call, handling complex buyer questions, or responding to an RFP, SiftHub gives you the answers and context you need in seconds. SiftHub also supports multiple languages, making it a powerful tool for global teams. What truly sets SiftHub apart is the commitment to a proactive, AI-driven approach to revenue acceleration. We don't just organize your data; we empower your sales engineers (SEs) and account executives (AEs) to be more strategic and effective by helping produce client-facing deal collateral and content. SiftHub tackles the tedious, time-consuming tasks that often derail a deal, from digging up competitive intelligence to drafting responses to buyer questions. By automating these processes, SiftHub removes roadblocks and keeps the sales cycle moving. This allows your teams to reclaim valuable time, shift their focus from administrative tasks to building relationships, and ultimately, drive significantly more revenue. In a competitive market, SiftHub is the critical difference that lets your team outmaneuver the competition and accelerate their deals.

Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see > 70% efficiency in response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth.

Conveyor is the market-leading AI security review automation platform that helps infosec & presales teams automate the entire security review -- from security questionnaire completion and sharing security documentation like a SOC 2 in one-click. With AI so accurate, you can even pass most of your security review workflows to our new AI Agent for Customer Trust. Why teams love Conveyor: 1. The only trust center to offer an upload questionnaire for instant answers experience along with all the bells & whistles to share security documentation at scale 2. Plus, AI-questionnaire response to auto-generate 95%+ accurate answers to entire questionnaires so you can speed through review.

Beacon Bid is revolutionizing the e-procurement landscape for public sector agencies at state, local, and educational levels, offering a suite of innovative solutions designed to enhance efficiency, transparency, and fairness in procurement processes. At the heart of Beacon Bid is the E-Pro Core Suite, a comprehensive and completely free platform for agencies to publish solicitations, manage bidders, and maintain an active list of suppliers. This core suite ensures that critical services like posting solicitations, inviting bidders, and updating them are accessible to all, at no cost, thereby promoting an open, competitive, and fair procurement environment. Key Features of the E-Pro Core Suite include: -E-Procurement Publishing and Solicitation Management: Streamlines the process of solicitation, ensuring broad and efficient distribution to an engaged supplier base. -Supplier Management Portal: Offers a centralized platform for managing supplier interactions, facilitating easy registration and communication. -Bidder Tracking and Updates: Keeps all stakeholders informed with timely alerts and updates, reducing confusion and enhancing the procurement process's transparency. -Expanding beyond the foundational offerings, Beacon's Premium Research Suite takes procurement efficiency to the next level. This suite includes the RFP Archive, providing access to the largest repository of previously written specification templates, Q&A documents, and award tabulations. The RFP Builder and RFP Critic further augment this suite by offering tools to quickly draft bid specifications based on existing templates and critique drafts for potential issues, respectively. Key Benefits of the Premium Research Suite: -Drastic Reduction in Research Time: Agencies can cut down the time spent on researching and writing specifications by up to 90%. -Enhanced Quality and Compliance: With access to millions of solicitation templates and a robust critique tool, agencies can improve the success rates of projects, minimize errors, and ensure compliance with less ambiguity. -Efficiency and Innovation: The suite offers a streamlined approach to developing solicitation documents, fostering innovation and reducing the need to "reinvent the wheel." Furthermore, Beacon Bid offers Premium Module Add-Ons like E-BID for secure bid submissions and Contract Management for efficient contract lifecycle tracking. These add-ons are tailored to enhance the operational capabilities of agencies, ensuring a seamless, secure, and efficient procurement process from start to finish. Beacon Bid empowers public sector agencies with a comprehensive set of tools and services designed to simplify the procurement process, enhance engagement with suppliers, and ensure the best value for public resources. By leveraging Beacon Bid, agencies can not only optimize their procurement activities but also contribute to a more transparent, efficient, and fair marketplace.

Precoro is a cloud-based solution for procurement centralization & automation. It unifies your procurement operations, eliminates manual work, prevents maverick spend and drives savings — faster than you think. Save 5% of every dollar spent by centralizing procurement data, identifying cost-saving opportunities, and eliminating duplicated payments. Procurement: Build stronger relationships with suppliers, store contracts, and simplify requests for employees. Gain full visibility into spending, manage POs, orchestrate approval routings, and collaborate with suppliers in one tool. - AP Automation: Save time at each stage of invoice processing with AP inbox, AI-powered OCR, approval workflow, 3-way matching, reporting, integrations, and budget control. - Spend Management: Seamlessly navigates budgets across locations and departments, manages expenses, and generates reports for insightful analysis. Monitor budget usage to leverage data-driven insights that enhance business profitability. - Supplier Management: Automate vendor onboarding and approval to mitigate possible risks. Utilize a supplier portal for efficient communication and manage supplier information in a centralized repository. - Connect Precoro with ERP systems and business tools like NetSuite, QuickBooks, Xero, and Sage, or build custom connections using a free API. Eliminate duplicate payments and manual document handling. Precoro’s intuitive interface ensures painless onboarding without IT involvement. Customize, scale, and manage operations with ongoing support from your dedicated Customer Success Manager (CSM). Keep all your data secure with SSO and reliable 2-factor authentication. Our privacy compliance program aligns with the General Data Protection Regulation and the California Consumer Privacy Act. Moreover, Precoro is SOC 2 Type II compliant, ensuring the utmost protection for all your sensitive data.

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com