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RFP Response Assistant

By CRMIT Solutions

AI-Powered Precision for Every RFP/ Faster RFP Responses.

Free  

Never requires payment

Business Need
Sales
Productivity
Requires
Agentforce
Data Cloud
Compatible With
Sales Cloud

AI-powered RFP Response Assistant that drafts answers to RFP questions by leveraging past RFP responses, standard answers, and approved content stored in Data Cloud.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Data Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
RFP Response Assistant/RFP Response Assistant 1.3.0
Listed On
03/10/2026
Latest Release
03/10/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/09/2026

Additional Details

The RFP AI Agent streamlines an RFP response process directly within Salesforce using GenAI, Data Cloud, and Hybrid Search. It analyzes uploaded RFP PDFs, extracts questions using GenAI, and matches them to your organization’s knowledge base [past RFP responses, Knowledge base of standard questions/answers] to find the most relevant answers, supported with fitment scores. Users can quickly further refine responses with simple prompts—rephrasing, expanding, or tailoring content for specific customers—without leaving the CRM. This free version helps teams accelerate proposal creation, improve accuracy, and significantly reduce manual effort. The paid version unlocks additional capabilities, including strategy alignment built into the agent, support for more RFP formats such as Excel and Word, automated quality checks on responses, pre-submission to ensure consistent, high-quality proposals. Installation and setup services are available at an additional cost, including 2 guided hand-holding sessions: an onboarding session and a follow-up discovery workshop. For more information, contact us at marketing@crmit.com.

Need help?

CRMIT Solutions

Atlanta, GA

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