AutoRFP.ai Features

Document Creation (6)

Customizability: Variables and Fields: Define fields to pull in dynamic information. This feature was mentioned in 21 AutoRFP.ai reviews.
Template Creation and Flexibility: Based on 20 AutoRFP.ai reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media: How well the platform supports images, audio, and video in proposals. 22 reviewers of AutoRFP.ai have provided feedback on this feature.
Online Document Creation: Create adaptive online documents for view via browser or mobile device. 19 reviewers of AutoRFP.ai have provided feedback on this feature.
PDF Creation: Based on 20 AutoRFP.ai reviews. Create attractive PDF versions of proposals.
Custom Branding: Brand proposals and the application's portal with your company's logos and branding. 20 reviewers of AutoRFP.ai have provided feedback on this feature.

Engagement Tracking: As reported in 21 AutoRFP.ai reviews. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting: Based on 20 AutoRFP.ai reviews. Find out which pieces of content are performing best.
Reporting and Dashboards: Access pre-built and custom reports and dashboards on proposal volume and acceptance. 20 reviewers of AutoRFP.ai have provided feedback on this feature.

User, Role, and Access Management: As reported in 19 AutoRFP.ai reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications: Program in-app and email notifications for approval milestones or actions. 18 reviewers of AutoRFP.ai have provided feedback on this feature.
CRM Integration: Push and pull data from CRM to build proposals and update statuses with clients. This feature was mentioned in 16 AutoRFP.ai reviews.
E-Signature Integration: Couple accepting proposals and signing contracts together in one workflow. This feature was mentioned in 16 AutoRFP.ai reviews.
CPQ Integration: Push and pull data from quote applications to build proposals. 15 reviewers of AutoRFP.ai have provided feedback on this feature.
API / Integrations: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 15 reviewers of AutoRFP.ai have provided feedback on this feature.

Templates: Based on 46 AutoRFP.ai reviews. Provide standard templates for different types of RFPs
RFX: Support other types of requests such as RFB/RFI/RFQ This feature was mentioned in 46 AutoRFP.ai reviews.
Versioning: Track versions of RFP documents and related changes 45 reviewers of AutoRFP.ai have provided feedback on this feature.
Questions Library: As reported in 48 AutoRFP.ai reviews. Maintain a library of questions that can be reused

Collaboration: As reported in 49 AutoRFP.ai reviews. Allow multiple users to collaborate on submissions
Knowledge Base: As reported in 48 AutoRFP.ai reviews. Maintain a repository or library of content and documents that can be reused
Review: Based on 47 AutoRFP.ai reviews. RFPs can be reviewed by managers before submission
Reporting: As reported in 43 AutoRFP.ai reviews. Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Project Management: Based on 48 AutoRFP.ai reviews. Tracks the progress of any RFP in real time and set milestones to improve efficiency
Content Library: Updates, organizes, and stores content of a project This feature was mentioned in 49 AutoRFP.ai reviews.
Access: Based on 49 AutoRFP.ai reviews. Assign users, roles, and manage access in order to set tasks and leave comments
Automation: Automate repetitive and manual tasks, such as auto-filling answers and auto-responses This feature was mentioned in 49 AutoRFP.ai reviews.
Export: Export files or spreadsheets with the ability to format and accomidate images This feature was mentioned in 48 AutoRFP.ai reviews.
Import: Upload files or spreadsheets from multiple sources This feature was mentioned in 48 AutoRFP.ai reviews.