List of the Top 18 RFP Software for Salesforce in 2025

Responsive, previously known as RFPIO, stands at the forefront of strategic response management software, revolutionizing the manner in which organizations handle and disseminate vital information. Our cutting-edge platform, coupled with exceptional customer value initiatives, enables businesses to foster growth, reduce risks, and enhance overall employee satisfaction. By utilizing Responsive, frontline teams can provide outstanding responses, leveraging advanced technologies that enable swift, precise, and automated management of RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments, and other intricate information requests (RFXs). This transformation not only streamlines processes but also allows teams to focus on more strategic initiatives, ultimately leading to improved organizational efficiency.

Proposify is a digital proposal tool designed to give you oversight and management of the critical closing phase in your sales pipeline. This empowers you to approach deal structuring and finalization with both confidence and flexibility. By creating sales documents that maintain consistency and eliminate errors, you enhance your professional image. Additionally, you gain vital insights that help you streamline your process, ensure timely communication, and improve forecasting accuracy. Your clients and potential customers will appreciate a smooth sign-off process, enhancing their overall experience. Among its various features are a user-friendly design editor, electronic signature capabilities, and seamless CRM integrations. Moreover, the platform offers data-driven insights, interactive pricing options, and comprehensive content management tools, among many other capabilities that can elevate your sales approach.

Loopio is a tech-focused company dedicated to enhancing the efficiency of enterprise responses to RFPs, DDQs, and security questionnaires, having gained traction since its inception in 2014 with over 800 prominent organizations, such as DocuSign and FedEx, choosing to utilize its services. The platform offers users the ability to craft superior responses through an easily navigable library paired with a modern RFP Content Management System, while features like intelligent import and question auto-detection streamline the initial response process. Additionally, the Magic Request Automation tool empowers users to effortlessly handle frequently asked questions, eliminating the repetitive task of addressing the same inquiries repeatedly. With a variety of adaptable pricing plans, Loopio enables users to fully leverage the platform's smart content and automation capabilities, and it also provides an opportunity for potential customers to experience the platform at no cost. Moreover, this unique combination of features positions Loopio as a valuable resource for organizations looking to optimize their proposal management processes.

Our solution platform revolutionizes the entire workflow associated with drafting and responding to Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires, as well as creating and configuring Proposals, Contracts, and Sales Materials, thus facilitating collaboration and enabling successful outcomes. We have thoughtfully crafted our platform to include a robust set of tools and features that prioritize scalability, customization, and efficient processes. Key functionalities such as customized workflows, real-time tracking, and the capacity to oversee an unlimited number of projects are integral to our offering. Additionally, each of our solution packages comes equipped with these vital features, guaranteeing that you have access to premier functionalities that boost your productivity and performance consistently. With our platform at your disposal, you can confidently engage in any project and secure exceptional results while streamlining your operations. This comprehensive approach not only enhances efficiency but also positions you for long-term success in a competitive landscape.

Dialect's auto-drafting capability allows for the rapid completion of questionnaires, reducing the time taken from days to mere minutes. It features in-line citations that facilitate the verification of your answers, eliminating the need for laborious manual data entry into web forms or the hassle of managing response databases. By leveraging your past responses and high-quality content, Dialect generates tailored answers that meet your specific requirements. Employing cutting-edge generative AI technology, it produces candidate responses that are consistent with your knowledge and previous submissions, ensuring accuracy remains a priority. Additionally, the co-pilot functionality provides these in-line citations, making it simple to authenticate the reliability of your answers. The system is user-friendly, with no complicated import or export processes necessary; Dialect automatically adapts to the format of your questionnaire, whether it appears as a spreadsheet, document, or online form. Furthermore, our extension integrates effortlessly with Google Chrome, allowing for the automatic completion of the entire questionnaire. This remarkable efficiency not only conserves your time but also significantly improves the precision of your responses, streamlining the entire process more than ever before. With Dialect, you can focus on the content rather than the mechanics, transforming how you approach questionnaires.

Streamline your proposal development process and effectively manage requests for proposals (RFPs) with Upland Qvidian, a cloud-based and all-encompassing tool designed for enterprise-level proposal and RFP automation. This solution not only enhances content management but also increases operational efficiency by providing a centralized and dependable content library. By leveraging Upland Qvidian, organizations can centralize sales and proposal resources, promote real-time teamwork among departments, monitor performance metrics, adhere to compliance requirements, and easily create high-quality professional documents. Moreover, its intuitive interface and powerful capabilities guarantee a smooth user experience for individuals across various skill levels. This makes it an invaluable asset for any business striving to improve its proposal processes.

PSQuote seamlessly addresses the challenges present in Configure, Price, Quote (CPQ) processes specifically designed for service offerings. This innovative solution provides an integrated framework for quoting professional services, enabling you to prioritize service delivery over the complexities of the quoting process. Relying on spreadsheets for estimates instead of leveraging Salesforce can create a fragmented experience, causing a divide between sales and service delivery. Such disconnections frequently lead to revenue loss, where potential gains slip away unnoticed. Furthermore, this approach complicates tracking the consistency between what has been sold and what is ultimately delivered to clients. Acknowledging these issues, we are dedicated to offering a more effective solution tailored to your requirements. With PSQuote, you can automate and enhance your quoting workflows, ensuring precise estimates and quotes for services. The platform ensures a seamless transition from the sales phase to service delivery, providing a comprehensive view of operations from initial estimation to final execution. Additionally, it improves forecasting accuracy and supplies critical insights for demand planning. By equipping your sales team to generate service quotes that align with your delivery processes, PSQuote embodies years of expertise in creating customized quoting tools for a diverse clientele. Embrace the transformation in how you handle service quotations with PSQuote, and witness a significant enhancement in your operational efficiency and revenue management. With our solution, your business can achieve a level of coherence that was previously elusive, ultimately driving growth and customer satisfaction.

Avnio automation is designed specifically for B2B companies seeking to improve their success metrics, manage a higher volume of responses effectively, and gain valuable insights that lead to informed decision-making and a distinctive customer journey. Whether your goal is to generate impeccable proposals with the Avnio Response Cloud, maximize the utility of your Salesforce data via Avnio Tables, or retrieve information easily with The Avnio Assistant, we have tailored solutions to meet your needs. Our offerings leverage advanced technologies such as machine learning, GPT, and natural language processing, ensuring that every action taken boosts Avnio's accuracy and intelligence while enabling you to focus on what truly matters—your clients. Since its establishment, Avnio has functioned as a fully remote enterprise, embedding collaboration into every aspect of our services. Furthermore, all our solutions are crafted for seamless integration with your favorite applications, including Slack, Teams, and Salesforce Chatter, which promotes an efficient workflow. Our dedication to innovation cultivates an adaptable environment where businesses can flourish and respond to the demands of a constantly evolving market. This commitment to enhancing operational efficiency not only empowers your team but also enriches the client experience significantly.

Tribble is a Chrome extension designed to simplify the response process for RFPs and InfoSecs, enabling seamless tracking of user engagement while promoting immediate collaboration. By automating the completion of questionnaires, it helps eliminate outdated information and significantly boosts overall efficiency. Integrated within platforms like Slack and Teams, Tribble equips sales teams with essential deal insights, answers intricate technical questions, and shares industry-specific knowledge effectively. It serves as a bridge for knowledge gaps and training, empowering pre-sales teams to scale their efforts dynamically and efficiently. With Tribble, your organization's expertise is enhanced, functioning as a digital teammate that not only integrates with existing systems but also learns from your data inputs, updates obsolete content, and crafts customized proposals. This extension ensures that there is a consistent tone in communications with customers, regardless of who is completing a questionnaire, providing reliable and accurate responses to customer inquiries. Additionally, Tribble's agent can tackle questions from various applications and deliver hundreds of answers in seconds, with a smooth option to escalate issues to a specialist via Slack and Teams integration. This capability not only streamlines operations but also elevates the quality of customer interactions, ultimately leading to a more productive and responsive organizational environment. As a result, teams can focus on strategic initiatives while maintaining high standards of customer service.

Unleash stands as the premier platform for maximizing collective intelligence, streamlining knowledge management, and improving information accessibility. Our cutting-edge engine deciphers user intent through advanced semantic search, analyzing the relationships between words to yield relevant outcomes, even when input is not entirely accurate. Just ask a question, and you’ll receive AI-generated responses sourced from extensive knowledge bases. With exceptional search capabilities, you can easily find and access the information you need, all within a single platform. Moreover, Unleash's AI-powered bot can be effortlessly integrated into popular applications like Slack, Teams, and Zendesk, offering your team instant automated replies directly from your organization’s knowledge storehouse. Customize the bot's knowledge base to ensure it delivers accurate and relevant insights, further enhancing the information available on your platforms. You can explore information about current projects, team interactions, and specialists in various fields. Effectively organize your organization’s knowledge through wikis, curated collections, and quick links, while enjoying the convenience of accessing this vital information from any workspace. This all-encompassing strategy guarantees that your team stays informed and engaged, cultivating an environment of collaboration and ongoing learning. By utilizing Unleash, you empower your team to thrive in an interconnected and dynamic workplace.

Steerlab is an advanced platform that employs artificial intelligence to enhance and expedite how organizations handle Requests for Proposals (RFPs) and security questionnaires. Utilizing state-of-the-art AI algorithms, Steerlab can autonomously create over 80% of required responses, ensuring that the provided answers are precise, well-supported, and devoid of errors. The platform features a self-managing content library that keeps internal knowledge bases up to date, thus eliminating the necessity for manual upkeep. Users can track their progress and easily engage in contributing, commenting, and collaborating within a secure environment that complies with stringent security standards. Additionally, Steerlab integrates with various tools and incorporates extra functionalities like a Chrome extension and a Slack bot for enhanced user experience. The platform also offers critical insights, including data-driven win probabilities and the identification of competitor tendencies, which enables teams to focus on the most viable opportunities. Ultimately, Steerlab is poised to transform the response process for RFPs and vendor questionnaires, equipping businesses with the tools they need to win more contracts through the power of artificial intelligence. With its transformative methodology, Steerlab is not just a tool; it's a game-changer in setting new benchmarks for proposal management within the industry. Companies that adopt Steerlab can expect to see significant improvements in their proposal efficiency and effectiveness.

With Inventive’s state-of-the-art AI platform, you can create initial drafts significantly faster, delivering accurate responses drawn from your existing knowledge repositories that your team can further refine. The platform acts as a unified hub for all your knowledge resources, enabling you to upload previous RFPs and relevant documents while easily connecting with internal data systems such as Google Drive and SharePoint. Additionally, you can transfer Q&A from older applications or spreadsheets and integrate information directly from your websites. Inventive’s AI content manager plays a crucial role in pinpointing discrepancies by flagging conflicting information within your sources, ensuring that only the most current and pertinent content is included in your outputs. The extensive array of AI agents provided by Inventive is specifically designed to boost productivity and offer a competitive advantage, aiding in tasks like competitor analysis, brainstorming ideas, and a range of other functions. With the ability to invite team members to collaborate on any project and set customizable permission levels, managing tasks, providing feedback, and enhancing project oversight becomes straightforward and efficient. This cohesive strategy not only fosters better collaboration but also serves to inspire innovation among your team, ultimately leading to more successful project outcomes. By harnessing these advanced tools, teams can stay ahead of the curve in a rapidly evolving business landscape.

Create a robust memory framework that facilitates a thorough examination of your available data resources. Expedite the generation of new responses by leveraging Generative AI that is specifically designed for your organization’s authorized content repository and knowledge base. Assess and scrutinize documents to pinpoint critical criteria, which will support well-informed decisions on whether to bid or refrain from bidding. Produce structured outlines, develop concise summaries, and extract insightful information that can significantly bolster your strategic initiatives. All essential elements are present to create a unified and efficient bidding organization, encompassing everything from searching for tenders to finalizing contracts. Achieve comprehensive insight into your opportunity pipeline, allowing for effective preparation, prioritization, and resource allocation. Improve bid results through exceptional coordination, oversight, consistency, and adherence to compliance requirements. Maintain an all-encompassing view of bid statuses at any stage, enabling proactive measures to mitigate potential risks. With Bidhive's integration features, you can connect to more than 60 unique platforms, facilitating seamless data exchange across various settings. Our team of dedicated integration specialists is committed to assisting you in establishing a fully functional system via our tailored API, which sets the stage for a streamlined bidding process and enhanced teamwork among departments. This integrated approach does not only optimize processes but also promotes a culture of innovation and collaboration within your organization, ensuring that new ideas can flourish alongside efficient operations.

Leverage DeepStream's cloud platform to efficiently manage your RFPs, RFQs, and RFIs, allowing you to conserve precious time, reduce expenses, and engage in transactions with confidence. By adopting DeepStream, your procurement team can break free from the headaches of traditional source-to-contract methods and redirect their efforts towards strategic projects that drive business value. As a leading e-sourcing solution, we enable teams to smoothly progress from identifying business needs to choosing suppliers and overseeing contracts without hassle. Organize your RFx processes by inviting, assessing, and negotiating with suppliers all within our cutting-edge platform. Generate contracts directly from your approved Requests, ensuring a coherent and trackable source-to-contract workflow. Share your unique requirements, start a search, and uncover a new pool of suppliers in just minutes, fundamentally changing your procurement strategy. Embrace the future of sourcing with DeepStream and revolutionize how you cultivate supplier partnerships and conduct contract negotiations, while also enhancing overall operational efficiency. This innovative approach not only simplifies the procurement process but also empowers your team to focus on strategic growth opportunities that can significantly benefit your organization.

BlueFlame AI is a cutting-edge platform that utilizes artificial intelligence to improve knowledge management and boost productivity for alternative investment managers, enabling quicker and more efficient strategic decision-making. By incorporating enterprise search features, AI-enhanced chat functionalities, and comprehensive DDQ management with pre-established workflow prompts, BlueFlame AI enables firms to focus more on high-level decision-making processes. Users can easily find the information they need by conducting searches through internal databases, external third-party platforms, and publicly available resources. Additionally, the platform provides users with the ability to explore in-depth insights, refine their analyses, and create content by leveraging sophisticated AI technologies. It further simplifies the management of DDQs and RFPs, handling everything from generating responses to managing approval workflows and exporting content. With its collection of pre-configured workflows that can simultaneously execute multiple prompts while aggregating data from diverse sources, BlueFlame AI greatly enhances productivity and operational efficiency. This empowers firms to make well-informed decisions more effortlessly, ensuring that investment managers can maintain a competitive edge in an ever-evolving financial environment. By continually adapting to market changes, BlueFlame AI positions itself as a vital tool for those in the alternative investment sector.

DATANEO is a comprehensive platform that harnesses the power of artificial intelligence to streamline various business processes, including Sales, CRM, Finance, HR, Project Management, Inventory, and Customer Support, all within one cohesive system. By leveraging AI automation, DATANEO aims to eradicate inefficiencies and enhance productivity, ultimately allowing businesses to grow more intelligently. Among its standout features are AI lead scoring, automated billing, demand forecasting, and workforce optimization. Additionally, it provides smart ticketing, dynamic pricing, and real-time insights, making complex workflows more manageable while minimizing costs and manual labor. This automation not only boosts efficiency but also enables smoother operations across different functions. DATANEO ensures compatibility with major platforms such as Salesforce, QuickBooks, and Microsoft 365, facilitating seamless integration. Furthermore, it prioritizes enterprise-level security, quick deployment, and affordable scalability. No matter if a business is a startup or a large enterprise, DATANEO's adaptable AI-driven solutions cater to a wide range of needs, ensuring that every organization can benefit from its innovative technology. As businesses evolve, DATANEO remains committed to providing tools that support growth and operational excellence.

Thalamus is a groundbreaking platform that leverages artificial intelligence to streamline the Request for Proposal (RFP) process through the implementation of intelligent automation and dynamic multi-agent workflows. With the capability to autonomously generate up to 70% of RFP responses, these AI-driven agents efficiently navigate a company’s varied data repositories, including file storage systems like Drive and SharePoint as well as communication applications such as Slack and Teams. Working collaboratively with teams, these intelligent agents gather and evaluate critical information using intuitive natural language dialogues, seamlessly inputting responses into formats like Excel, Word, or PDF, which considerably cuts down on manual labor. Additionally, Thalamus boasts advanced enterprise search capabilities that allow users to quickly find essential information across all data sources. Its flexible agent workflows are designed to adaptively manage tasks, continuously enhancing their performance through reinforcement learning while collaborating in real-time to optimize the entire process. By integrating these sophisticated features, Thalamus not only aims to transform the proposal process but also empowers teams to achieve higher levels of success with less stress and effort. As a result, this innovative solution endeavors to redefine organizational approaches to RFPs, making them more adept at thriving in competitive markets. Ultimately, the platform promises to facilitate a more efficient and effective RFP experience, equipping teams with the tools needed to navigate challenges confidently.

Ombud serves as a RevOps platform rooted in sales engineering, response management, and large-scale revenue operations. By transcending mere automation and knowledge management, Ombud delivers intelligent assistance that is aware of its context, enabling RevOps teams to experience remarkable efficiency improvements, lower expenses, and surpass growth targets. The Ombuddies, which are AI-driven and contextually aware, cater to various functions within Revenue Operations, streamlining routine tasks and offering immediate support tailored to specific roles, thereby enhancing productivity and minimizing costs. Among these, the Response Management Ombuddy acts as a virtual assistant, facilitating the arduous tasks of drafting, evaluating, and submitting proposals, responses, and other essential documents, ensuring a smoother workflow for teams. This innovative approach not only simplifies processes but also empowers teams to focus on strategic initiatives rather than administrative burdens.