RFP and proposal drafting

An RFP or a serious proposal arrives with a deadline and a hundred questions, and answering it is a scavenger hunt across everything your company has ever written. The security questionnaire needs answers legal approved last quarter, the technical section needs the current architecture, the pricing needs the deal specifics, and the boilerplate lives in the last five proposals nobody can find. So a solutions team or an account executive spends days copying from old documents, chasing subject-matter experts in Slack, and reformatting it all into the prospect's template. The response often goes out late, reuses stale answers, or misses a question entirely, and every one of those is a reason to lose. The work is mostly assembly and retrieval, but it lands on senior people at exactly the moment they should be selling.

You describe the proposal you need, and Ceven builds a workflow that reads the deal context from Salesforce, pulls approved answers and boilerplate from your knowledge base in Notion or Google Docs, and drafts a complete first response mapped to the prospect's structure. It matches each RFP question to your best existing answer, flags the ones with no good source instead of inventing an answer, and assembles the whole thing into a PandaDoc or Google Docs draft in your format. Where a question needs a real expert, it routes that section to the right person in Slack rather than guessing. AI steps handle the retrieval, the matching, and the drafting, while your source material stays in the systems that own it, because Ceven runs the workflow around your document stack rather than becoming it. What comes back is a near-complete proposal with its gaps clearly marked, not a blank template.

A proposal is a commitment the prospect will hold you to, so it passes an approval gate before it leaves the building. Ceven drafts the full response and holds it for the deal owner, legal, and any reviewer you name, who correct pricing, tighten claims, fill the flagged gaps, and approve the final version. Only after sign-off does the workflow move it into PandaDoc or DocuSign for signature, so no proposal or contract reaches the customer unreviewed and nothing is committed on the strength of a draft. This keeps an outdated answer or an unapproved claim from going out under your company's name. Every draft, edit, and approval is written to an exportable audit trail, so there is a clear record of what was promised and who signed off before it went out.

You can start free with no credit card. Connect your CRM, your document tools, and your e-signature platform, describe the proposals you handle, and Ceven builds the workflow across its library of more than a thousand tools. As a platform, Ceven pairs the AI drafting with the human-approval gate and a full audit trail, so speed on the response never costs you control over what you commit to. It fits alongside deal desk quote approval for the pricing and contract review triage for the terms, so the whole late-stage motion, proposal, quote, and paper, moves without a senior person retyping it from scratch.