RFP Qualifier

Bid or no-bid — decided in minutes, not meetings.

Business Benefits

  • No bid effort wasted on unwinnable tenders
  • Consistent, transparent qualification criteria
  • Every decision scored, documented and auditable
  • Faster bid/no-bid turnaround for sales leadership

Key Features

  • Qualifies incoming RFPs before the team commits to a full response
  • Fills a structured qualification scoring model (scorecard sheet)
  • Applies knock-out and soft criteria and computes the score
  • Requests missing data via a structured user dialogue
  • Delivers a GO / REVIEW / NO-GO recommendation with rationale

Interaction Channels and Integrations

Connects to

  • Claude (skill)

  • Excel / Google Sheets

  • Document store

  • CRM opportunity record

User Interaction Channels

  • Chat (Claude skill)

  • Document upload

  • E-mail

  • Scorecard (Excel) output

Document Assistants

Your ready-to-use AI Employee for fast, accurate, deal-winning RFP responses

Your ready-to-use AI assistant for faster, compliant EHC needs assessments

SEO-ready product descriptions for every marketplace and language.

Document Assistants

Sharper diligence, faster, with nothing overlooked.

Document Assistants

Earnings call to updated model before the market reacts.

Document Assistants

Documents kept current, consistent and in sync across versions.

Document Assistants

Breaks found, root causes traced, sign-off staged.

Document Assistants

Your first-meeting deck, built in a dialogue.

Document Assistants

Contracts drafted, reviewed and kept on-standard.

Document Assistants

Sector signal, synthesised daily.

Document Assistants

DCF, LBO, comps and 3-statement models — live in Excel.

Document Assistants

The close checklist, run end to end.

Never miss a contract, licence or renewal deadline.

Document Assistants

From target list to branded pitchbook — end to end.

Document Assistants

A rigorous final quality gate for every proposal.

Document Assistants

Tailored, review-ready client proposals, drafted fast.

Document Assistants

Clear, persuasive prospectus and offering documents.

From eligible programmes to assembled grant applications.

Document Assistants

Audit-ready statements, checked before distribution.

Guiding students through special-care applications, step by step.

Tax paperwork collected, sorted and draft-ready.

Document Assistants

Every language version of a document, always in sync.

Document Assistants

Every valuation checked before it reaches the client.

Document Assistants

Talk to your website — and keep it always current.