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Proposals, Pricing & Deal Desk

RFP Answer Agent

ai

Turns a prospect's RFP or security questionnaire into a review-ready proposal—extracting each item, drafting source-tagged answers from the knowledge base with honest negatives, and offering a formatted Word export on request.

Proposal / Bid ManagerSolutions EngineerAccount Executive
Source-tagged
Every answer cited to a knowledge-base source
70%
Reduction in SME time per questionnaire
Grounded
Honest negatives where capability is absent
One questionnaire, end to end

RFP arrives. Draft ready.

See the RFP Answer Agent take a 90-item security questionnaire from arrival to a cited draft.

Case RFP-4127

Security questionnaire · 90 items

  • AI
  • 70% less SME time
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Questionnaire received

A prospect's 90-item security questionnaire arrives

New case

Packet open
From
Prospect · Account executive owns the deal
Document
Security questionnaire · 90 items
Request
Draft answers for every item · Review-ready, source-tagged
Case packet · three sourcesComplete

Incoming

  • Questionnaire90-item security questionnaireReceived
  • Knowledge BaseApproved answers and sourcesReceived
  • Security documentationProduct and security controlsReceived

02 · Organize

Items extracted

All 90 items pulled from the source document

Pulled together

90 items drafted
  • 90 items extractedEach question pulled from the source document
  • Answers draftedOne draft per item from the Knowledge Base
  • Source tag attachedEvery answer cites the source a reviewer can verify

Matched record

Document
Security questionnaire
Items
90 extracted
Answer source
Knowledge Base
Status
Drafted, source-tagged

03 · Evaluate

Answers checked

Eleven of the 90 need a human before it goes out

Checks applied

Gaps surfaced
  • Capability coverageThree grounded negatives where capability is absentKnowledge Base
  • ConfidenceSeven items with thin or dated coverageKnowledge Base
  • Source consistencyOne answer with conflicting sourcesSecurity documentation
Deciding finding

No bluffed yes

With no roadmap source, the draft says 'not currently supported' and flags the gap for positioning.

Review split

Cited and consistent
79
Low confidence
Seven
Grounded negatives
Three
Conflicting sources
One

04 · Deliver

Draft ready for review

79 answers review-ready, eleven routed to the security SME

Review-ready

79 cited, eleven to SME

Every answer is source-tagged, gaps are honest negatives, and Word export waits for an explicit request.

Review-ready
79
SME review
Eleven
Word export
On request

Cited evidence

Knowledge Base

Every answer tagged

Human step

Security SME

Reviews eleven items

Audit trail

  1. Questionnaire received90 items10:02
  2. Items extracted10:03
  3. Answers draftedSource-tagged10:05
  4. Eleven items routed to SMEWord export on request10:06

Every answer cited to a knowledge-base source

Illustrative case · sample data

Use Case 1

Questionnaire-to-Draft

Trigger: An RFP or security questionnaire arrives

1.Extract each item from the source document
2.Draft an answer per item from the knowledge base
3.Attach a source tag to every answer
4.Write grounded negatives where capability is absent
5.Mark low-confidence items for SME review
6.Offer a formatted Word export on explicit request
✓

A cited, review-ready response draft with honest gaps surfaced, cutting SME time sharply.

Use Case 2

Honest-Negative Handling

Trigger: An item asks about a capability the company lacks

1.Check the knowledge base for supporting evidence
2.Write a grounded negative when no capability exists
3.Avoid inventing roadmap claims
4.Flag the gap for deliberate positioning
5.Route to a human for the final call
✓

Responses stay truthful, avoiding capability claims that unravel later.

Integrations

Knowledge Base
CRM (Salesforce, HubSpot)
Document Generation (Word, PDF)
Google Workspace (Sheets, Drive)
Product & Security Documentation

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Here's a 90-item security questionnaire—draft our answers.

RFP Answer Agent

I'm extracting all 90 items and drafting each answer from the knowledge base with a source tag. Where a capability is missing, I write a grounded negative instead of a yes.

Draft stays reviewable

A false yes in a security questionnaire is a liability, so every answer carries a source a reviewer can verify.

Example complete

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Sample scenarios. Actions and outputs are illustrative.