- AI-Agent
- Ready to Run
Send RFP Proposals
Send complete RFP packages to buyers and report the result
Use this Agent instantly or customize it - no programming needed
- RFP handoff emailRFP handoff email
Your salesperson's handoff email includes the approval, bid reference, and final proposal files.
- Buyer submission instructionsBuyer submission instructions
Your buyer's instructions give the submission channel, address, deadline and time zone, and required files.
- Handoff settingsHandoff settings
Your setup identifies authorized salespeople, the handoff subject, and the address used to send bids.
- Sent mailSent mail
Your sent mail shows whether this RFP has already gone to the same buyer.
Your bid mailbox reads handoffs and sent mail, then sends buyer submissions and status emails.
- Salesperson status emailSalesperson status email
Your status email gives the sent details or the specific reason no new submission went out.
- Salesperson status emailSalesperson status email
Your status email gives the sent details or the specific reason no new submission went out.
- Salesperson status emailSalesperson status email
Your status email gives the sent details or the specific reason no new submission went out.
- Buyer submission emailBuyer submission email
Your buyer submission email contains the approved proposal and every required file.
- Salesperson status emailSalesperson status email
Your status email gives the sent details or the specific reason no new submission went out.
This Agent takes a salesperson's approved RFP package from your bid inbox. It checks submission instructions and prior sends. It emails the buyer or tells the salesperson why it cannot.
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GmailUsed as:
- Bid mailbox
Gmail reads handoffs and sent mail, then sends buyer submissions and status emails.
Microsoft OutlookUsed as:
- Bid mailbox
Microsoft Outlook reads handoffs and sent mail, then sends buyer submissions and status emails.
AsanaUsed as:
- Bid mailbox
Asana reads handoffs and sent mail, then sends buyer submissions and status emails.
ZoomUsed as:
- Bid mailbox
Zoom reads handoffs and sent mail, then sends buyer submissions and status emails.
Microsoft Office 365Used as:
- Bid mailbox
Microsoft Office 365 reads handoffs and sent mail, then sends buyer submissions and status emails.
Zoho MailUsed as:
- Bid mailbox
Zoho Mail reads handoffs and sent mail, then sends buyer submissions and status emails.
Made for your industry
Send RFP Proposals is made for businesses in these industries.
- Advertising and Marketing
Send approved agency pitches with the files buyers request.
Show all Agents for the Advertising and Marketing industry - IT Services
Submit approved IT service proposals with the required files.
Show all Agents for the IT Services industry - Consulting
Send approved consulting proposals to the address named in the RFP.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved staffing proposals with the files the buyer requires.
Show all Agents for the Staffing and Recruiting industry - Construction
Submit approved construction bids with every required attachment.
Show all Agents for the Construction industry - Architecture and Engineering
Submit approved design proposals with the required exhibits.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Send approved strategy proposals and report the send details.
Show all Agents for the Management Consulting industry - Cybersecurity
Send approved security proposals with the required supporting files.
Show all Agents for the Cybersecurity industry - Commercial Cleaning
Send approved cleaning contract bids before the buyer's deadline.
Show all Agents for the Commercial Cleaning industry - Security Services
Submit approved guard service bids by the buyer's deadline.
Show all Agents for the Security Services industry
Made for your role
Send RFP Proposals is made for people in these roles.
- Account Executive
Send approved proposals to buyers and get a clear send receipt.
Show all Agents for the Account Executive role - Sales Operations Specialist
Check the bid mailbox and record what was sent to each buyer.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Send approved bids to the right buyer and receive the send details.
Show all Agents for the Sales Representative role - Business Development Manager
Submit approved bids for new clients before their deadlines.
Show all Agents for the Business Development Manager role - Proposal Manager
Submit approved RFP packages and flag any missing requirements.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Check bid attachments and send complete approved packages.
Show all Agents for the Proposal Coordinator role
Made for your department
Send RFP Proposals is made for people in these departments.
- Sales
Send approved buyer proposals and confirm the send to the salesperson.
Show all Agents for the Sales department - Sales Operations
Check bid submission details and keep a record of sent proposals.
Show all Agents for the Sales Operations department - Business Development
Send approved proposals for new business before bids close.
Show all Agents for the Business Development department - Proposal Management
Submit complete approved bids and report any submission blockers.
Show all Agents for the Proposal Management department
How Send RFP Proposals works
5 steps, in order, on every run.
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Read the RFP handoffOpen the salesperson's handoff email. Gather the approved proposal and buyer instructions.
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Check submission requirementsConfirm the buyer's email address and deadline. Match the attachments to the RFP's file list.
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Look for an earlier submissionSearch sent mail for the RFP reference and buyer address. Report the earlier send to the salesperson if found.
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Send the proposal packageEmail the complete package to the buyer before the deadline. Hold it and name any blocker.
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Report the submission resultEmail the salesperson the sent message details and file names. Explain any blocker or uncertain send result instead.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Asana.
6 tools
- Connect the bid mailbox and watch its inbox for messages with the agreed RFP handoff subject prefix.
- List the salespeople allowed to hand off an approved bid and require each handoff email to include the RFP reference, buyer instructions, approval statement, final branded proposal, and all supporting files.
- Set the sender address and receipt format for buyer submissions and salesperson status emails.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send RFP Proposals:
You choose the bid mailbox, subject prefix, and authorized salespeople. Ask them to include approval, buyer instructions, and the complete package.
Your salesperson gets a notice naming the required channel. They can handle the portal submission without mistaking an email for a completed bid.
The Agent checks sent mail for the RFP reference and buyer address. Your salesperson gets the earlier send details if it finds a match.
No. Your receipt confirms the email system accepted the send and kept a sent copy. It does not confirm delivery or that the buyer opened it.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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