RFP Assistant
Cross-suite intelligence
How past performance from DealBase and availability from CapacityPlan are matched to a requirement.
Most RFP answers already exist somewhere in your workspace. The right-hand Intelligence pane surfaces them per requirement.
Past performance (DealBase)
Won deals and delivered proposals whose scope matches the requirement are listed with the client, value and close date β ready to cite as track record. Only records from your own workspace are ever used.
Availability (CapacityPlan)
For resourcing and delivery-date requirements the pane shows who is available in the relevant period and who is already overbooked, so committed timelines are realistic.
Using it
Each suggestion can be inserted into your response in the smart editor, then edited. Nothing is submitted automatically β you always review the text first.
Last updated August 3, 2026