Use case · RFP response
Answer the RFP
from the record you already have
Your account has been answering this RFP for months, in calls, files and proposals. AnyCRM does the reading, drafts every question from the record, and names the source on each line.
- Every question grouped and counted
- A source on every answer
- Their template, filled
Documents
Sample dataOpen
AnyCRM. Documents.
It arrives
An RFP from Greta Voss, Procurement Lead at Northsky Logistics, lands in the Unibox with the document attached. Filed on the deal, activity logged.
Questions
61 questions laid out in seven sections: company 8, security and compliance 14, delivery model 9, transition and ramp 7, service levels 11, technology and AI 6, commercials 6.
Drafting
Each answer is drafted with its source named: the deal record, a dated call, a file on the account, a previous proposal. 54 answered from the record, 5 need review, 2 have no source.
Routing
The two unanswered questions become tasks with owners and due dates, on the deal: voice biometrics to Elif Demir by Thursday, weekend service levels to Aidan Cole by Wednesday.
Review
A consistency check flags a draft that says four weeks to ramp against a call that said six, in two phases, and offers the corrected line with the quote and its date.
Risk
Deal health drops to 62 and a risk flag reads: the RFP asks for a capability no call has ever discussed. Voice biometrics appears twice in the security section and in none of fourteen meetings.
Your call
Three moves offered: schedule a scoping call with Dana Okafor, assign the question to the delivery head, or note the gap in the response as a proposed option. Nothing is written until one is picked.
Resolved
The scoping call becomes a task, the answer is written from it, and the flag turns green. 61 of 61 answered from the record, deal health back to 74.
Export
DOCX in their template and question order, PDF for the file, and a read-only link. Filed on the deal, activity logged, next step set.
Close
Sixty-one questions, and every answer already in the building. AnyCRM did the reading, named the gap and gave you the moves.
Northsky Logistics, where Greta Voss runs procurement and Aidan Cole runs your side of the deal.
How it works
Four steps, and none of them is typing.
- 1
It arrives and files itself.
Unibox
Sample- Filed
Northsky Logistics RFP
Attached to the deal, activity logged
It arrives, files itself against the deal, and the questions are read out of the document.
The email lands in the Unibox, the document attaches to the deal, and the activity is logged. Nobody forwards anything to anybody.
- 2
Every question, drafted.
RFP response
Sample- Cited
Security section
From the security summary on file
- Cited
Transition
From a dated call
- Gap
Voice biometrics
Nothing on the account
The questions are grouped by section with a count, and each one is drafted from the deal record, a dated call, a file on the account or a previous proposal. Each answer carries the source it came from.
- 3
A gap no call has covered.
Northsky Logistics
SampleThe RFP asks for a capability no call has ever discussed.
Deal health downAn RFP that asks for a capability no call has ever discussed drops the deal health and raises a flag naming the gap. Three moves come with it: book the scoping call, assign the question, or note the gap as a proposed option. You pick one, and the flag follows the work until the answer is sourced.
- 4
It leaves in their format.
RFP response
SampleThe response in their format
Their template, their question order
A PDF for the file
Filed on the deal
Exported and filed
The response exports in the shape procurement asked for, plus a read-only link, filed on the deal with the activity logged and the next step set.
The risk beat
When something turns, it tells you and shows you the moves.
Here the turn is: The RFP asks for a capability no call has ever discussed. Three moves were offered and a person took one: schedule a scoping call with dana okafor.
Risk beat · AnyCRM AI
Sample data- 1
Detection
The RFP asks for a capability no call has ever discussed.
- 2
Explanation
Voice biometrics appears twice in the security section. Fourteen meetings on this account, and not one mention of it. An unanswered security question is where enterprise deals stall.
Deal health downRisk flag raised on the deal - 3
Options
- Schedule a scoping call with Dana Okafor
- Assign the question to the delivery head
- Note the gap in the response as a proposed option
- 4
Human choice
Schedule a scoping call with Dana OkaforA person presses one. Nothing is sent or written until then.
- 5
Resolution
Voice biometrics, answered and sourced.
The scoping call is booked, the answer is written from what was agreed on it, and the question now cites a dated call like every other line.
Every question answered from the recordDeal health recovered
Where the answers come from
The record you already have.
An RFP asks what the account has already told you, in a different order. The answers are in the calls, the files and the proposals you have already sent.
The deal
Stage, value, terms and the history behind them
The buying committee
Who asked, who signs, who has never been in the room
Meeting transcripts
Dated, quoted, and cited on the answer they produced
The output
The response in their format
Every line points back at one of these.
Activities
What was sent, said and agreed, in order
Files on the account
Security summaries, certificates, diagrams
Past proposals
What you have already committed to in writing
What you receive
Documents, not a dashboard.
Procurement gets a document in the shape they asked for, and you get the two questions nobody could answer as tasks with names on them.
See the full Sales Leaders pageThe response in their format
The response in their format
DOCX in their template and question order
A PDF for the file
A PDF for the file
The signed-off version, filed on the deal
- LinkRead-only. Revoke any time.
A read-only link
Shareable without a login, revoked whenever you like
- Tasks
Tasks for the gaps
Every unsourced question with an owner and a date
Why BPOs need this
What we heard, in their words.
The problem
Answering an RFP means five people re-reading calls they were on.
A sales director
The problem
The security section asks the same fourteen questions every time.
A head of delivery
The problem
Nobody can tell me which answer came from what we actually agreed.
A bid manager
Questions
The honest answers.
Does it answer the whole RFP on its own?
No. It drafts what the record can answer and says so, in colour. Where nothing on the account answers a question it writes nothing and raises a task with an owner instead.
Where do the answers come from?
The deal record, dated meeting transcripts, activities, files on the account and previous proposals. Every drafted answer names its source, and you can read the line it came from.
What happens if a draft contradicts what we said on a call?
The consistency check flags it, shows the quoted line with its date, and offers the corrected wording. You choose whether to take it.
Can we still edit it?
It is a draft until a person says otherwise. Edit any answer, and the source chip stays on the line so the next reader knows where it started.
Does anything get sent automatically?
No. Nothing leaves and nothing writes to the CRM until you approve it.
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