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AutoRFP.ai Features

What are the features of AutoRFP.ai?

Document Creation

  • Rich Media

RFP Generation

  • Templates
  • RFX
  • Versioning
  • Questions Library

Submissions

  • Collaboration
  • Knowledge Base
  • Review
  • Reporting

RFP Response

  • Project Management
  • Content Library
  • Access
  • Automation
  • Export
  • Import
AutoRFP.ai Categories on G2

Filter for Features

Document Creation

Customizability: Variables and Fields

As reported in 16 AutoRFP.ai reviews. Define fields to pull in dynamic information.
95%
(Based on 16 reviews)

Template Creation and Flexibility

Based on 15 AutoRFP.ai reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
98%
(Based on 15 reviews)

Rich Media

Based on 17 AutoRFP.ai reviews. How well the platform supports images, audio, and video in proposals.
84%
(Based on 17 reviews)

Online Document Creation

Based on 14 AutoRFP.ai reviews. Create adaptive online documents for view via browser or mobile device.
95%
(Based on 14 reviews)

PDF Creation

Create attractive PDF versions of proposals. 15 reviewers of AutoRFP.ai have provided feedback on this feature.
97%
(Based on 15 reviews)

Custom Branding

As reported in 15 AutoRFP.ai reviews. Brand proposals and the application's portal with your company's logos and branding.
87%
(Based on 15 reviews)

Workflow

Document Builder InterfaceView full feature definition

See feature definition
Easily search for and add elements to a proposal. 15 reviewers of AutoRFP.ai have provided feedback on this feature.
89%
(Based on 15 reviews)

Collaborative Creation

Based on 16 AutoRFP.ai reviews. Multiple users can edit a single document.
98%
(Based on 16 reviews)

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 16 AutoRFP.ai reviews.
93%
(Based on 16 reviews)

Analytics

Engagement Tracking

Based on 16 AutoRFP.ai reviews. Track who is looking at proposals and how often or for how long.
84%
(Based on 16 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best. 15 reviewers of AutoRFP.ai have provided feedback on this feature.
81%
(Based on 15 reviews)

Reporting and Dashboards

As reported in 15 AutoRFP.ai reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
88%
(Based on 15 reviews)

Administration and Platform

User, Role, and Access Management

As reported in 14 AutoRFP.ai reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
95%
(Based on 14 reviews)

Alerts and Notifications

As reported in 13 AutoRFP.ai reviews. Program in-app and email notifications for approval milestones or actions.
96%
(Based on 13 reviews)

CRM Integration

Based on 11 AutoRFP.ai reviews. Push and pull data from CRM to build proposals and update statuses with clients.
77%
(Based on 11 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow. 11 reviewers of AutoRFP.ai have provided feedback on this feature.
76%
(Based on 11 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals. 11 reviewers of AutoRFP.ai have provided feedback on this feature.
79%
(Based on 11 reviews)

API / Integrations

As reported in 11 AutoRFP.ai reviews. 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.
86%
(Based on 11 reviews)

RFP Generation

Templates

Provide standard templates for different types of RFPs 36 reviewers of AutoRFP.ai have provided feedback on this feature.
89%
(Based on 36 reviews)

RFX

Based on 37 AutoRFP.ai reviews. Support other types of requests such as RFB/RFI/RFQ
91%
(Based on 37 reviews)

Versioning

As reported in 36 AutoRFP.ai reviews. Track versions of RFP documents and related changes
87%
(Based on 36 reviews)

Questions Library

Maintain a library of questions that can be reused 38 reviewers of AutoRFP.ai have provided feedback on this feature.
95%
(Based on 38 reviews)

Submissions

Collaboration

Based on 39 AutoRFP.ai reviews. Allow multiple users to collaborate on submissions
94%
(Based on 39 reviews)

Knowledge Base

Maintain a repository or library of content and documents that can be reused 38 reviewers of AutoRFP.ai have provided feedback on this feature.
94%
(Based on 38 reviews)

Review

Based on 37 AutoRFP.ai reviews. RFPs can be reviewed by managers before submission
95%
(Based on 37 reviews)

Reporting

As reported in 36 AutoRFP.ai reviews. Create real-time reports to compare data trends across processes, RFPs, vendors or profiles
85%
(Based on 36 reviews)

RFP Response

Project Management

As reported in 38 AutoRFP.ai reviews. Tracks the progress of any RFP in real time and set milestones to improve efficiency
93%
(Based on 38 reviews)

Content Library

Updates, organizes, and stores content of a project 39 reviewers of AutoRFP.ai have provided feedback on this feature.
94%
(Based on 39 reviews)

Access

Assign users, roles, and manage access in order to set tasks and leave comments This feature was mentioned in 39 AutoRFP.ai reviews.
93%
(Based on 39 reviews)

Automation

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses This feature was mentioned in 39 AutoRFP.ai reviews.
96%
(Based on 39 reviews)

Export

Based on 38 AutoRFP.ai reviews. Export files or spreadsheets with the ability to format and accomidate images
93%
(Based on 38 reviews)

Import

Upload files or spreadsheets from multiple sources 38 reviewers of AutoRFP.ai have provided feedback on this feature.
94%
(Based on 38 reviews)

Generative AI

AI Text Generation

As reported in 15 AutoRFP.ai reviews. Allows users to generate text based on a text prompt.
98%
(Based on 15 reviews)