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What is RFPilot?

RFPilot is an advanced AI-powered platform tailored to optimize the workflow of responding to RFPs, RFIs, security questionnaires, vendor forms, and proposals specifically for B2B teams, allowing them to perform these tasks with greater efficiency. Users can upload a variety of file formats such as PDF, DOCX, XLSX, TXT, MD, and CSV, enabling the platform to extract vital information like questions, requirements, deadlines, and submission instructions. Subsequently, it formulates well-researched answers derived from the organization's knowledge base, featuring citations, confidence scores, compliance evaluations, and verification markers. Within a unified workspace, teams can manage inquiries by assigning tasks, adding comments, performing reviews, approving responses, and maintaining version histories. RFPilot also equips users with tools for bid/no-bid analysis and facilitates responses in several languages, along with providing submission checklists, cover letters, executive summaries, branded exports, compliance matrices, quick price quotes, and win/loss analytics, thus delivering extensive support throughout the bidding lifecycle. Moreover, it allows for the retention of approved responses for future endeavors, which enhances operational efficiency. Crucially, the platform safeguards company data from being utilized for AI model training, thereby ensuring confidentiality and integrity. This commitment to data privacy not only reinforces the reliability of RFPilot but also establishes a trustworthy partnership with B2B teams seeking effective solutions for their proposal requirements. Ultimately, RFPilot stands out as an indispensable resource in the competitive landscape of business proposals.

What is Expedience Software?

TRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.

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Integrations Supported

Clipboard for Microsoft Outlook
Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot for Sales
Microsoft Copilot
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Integrations Supported

Clipboard for Microsoft Outlook
Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot for Sales
Microsoft Copilot
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

$29/month
Free Version
Free Trial Offered?

Pricing Information

Annual subscription priced by module by user.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RFPilot

Date Founded

2026

Company Location

United States

Company Website

rfpilot.co

Company Facts

Organization Name

Expedience Software

Date Founded

2012

Company Location

United States

Company Website

www.expediencesoftware.com

Categories and Features

Categories and Features

AI RFP

Streamline your RFP responses seamlessly in Microsoft Word with our automated solution. Ensure your documents are polished, professionally branded, and precise! Maximize the potential of Microsoft Copilot AI with Expedience!

Document Generation

Expedience streamlines the creation of branded and structured Microsoft Word documents using a curated content library.

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation

Streamline your proposal creation process right inside Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Proposal Management

Streamline your proposal creation and process management directly in Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFI

Streamline your RFI replies seamlessly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!

RFP

Streamline your RFP responses directly in Microsoft Word with our solution. Enjoy a polished, branded, and precise output! Maximize the capabilities of Microsoft Copilot AI through Expedience!

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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