Generate bids in seconds with AI-powered RFP automation
Say goodbye to manual sales docs. See how the right tools can help your sales team speed up RFP responses, streamline your proposal workflows, and close more deals.
“Templafy helped us reduce our proposal creation time from 4 hours to 20 minutes and delivered a 14% increase in win rates.”
Justin O’Meara
Unified Communications Consultant, IComm
RFP automation for the real world
Winning an RFP comes down to two things: making the right offer and getting it in on time. Templafy makes it easy to generate accurate, professional proposals in a fraction of the time.
Dynamic templates for every scenario
Every RFP is built from approved templates that define structure, formatting, and required content upfront. Simply insert the relevant client information and Templafy generates the rest.
Automatic content integrations
Templafy assembles full RFP documents by pulling approved answers based on rules and context, using information from your CRM or other data sources.
Built-in governance at every step
Content governance happens in real time to help ensure no outdated content makes its way in. All legal and brand rules are applied consistently.
“The fastest that I probably could have given my client a well thought out PowerPoint presentation was at least five days. And it’s probably cut in half now that we have Templafy.”
Alex Steging
VP/GM, Insights, Material+
What does RFP automation software do?
RFP automation software helps teams respond to RFPs faster by automating how responses are created, assembled, and controlled.
Instead of relying on manual copy and paste from content libraries, modern RFP automation software builds complete documents from approved templates and governed content. This ensures responses stay accurate, compliant, and on brand, even as information changes.
“Now, Sales create top-notch presentations that are perfectly in line with company standards within a fraction of the time.”
Patrick Bloem
Brand Compliance Manager, Milestone Systems
Centralized access in the tools you already use
Pull approved content into Word, PowerPoint, and other everyday tools
Access templates, documents, and company-approved content and assets anytime, from inside your existing applications.
AI-powered writing support
Generate powerful executive summaries in minutes with AI, always aligned to your style and tone of voice.
Single source of truth
Maintain consistency across all documents by centralizing your content, tone of voice, and asset library.
“Templafy has built a highly successful partnership with Microsoft. Their deep commitment to customer value, technology performance and innovation truly sets them apart in their market.”
Morten Kvist Thomsen
Executive Director Global Partner Solutions, Microsoft
Templafy’s approach to RFP automation
Company-approved AI for RFP responses
AI only works with trusted internal content, helping teams move quickly without introducing errors or compliance risks.
Governed content blocks and answer libraries
Approved answers, legal language, and product details are centrally managed and controlled by admins.
Automated document creation with dynamic templates
RFP responses are assembled automatically using templates that define structure, layout, and required sections.
CRM-driven data and personalization
Templafy pulls data from CRM and business systems to personalize responses automatically, improving accuracy without manual updates.
Built-in compliance and brand governance
Rules are enforced as documents are created, preventing non-approved content, expired claims, or off-brand formatting from ever appearing.
Automatic formatting, branding, and localization
RFP responses are formatted, branded, and tailored for specific industries, regions, or entities automatically, supporting complex, multi-market bids at scale.
Additional resources
Calculate the ROI of template management for your business
Break down the costs and benefits for your unique use case and see what difference template management can make.
How document automation saved BDO Canada $1.65 million in one year
After using Templafy to generate over 100,000 documents, BDO Canada now considers it an essential tool.
FAQs
What is the best RFP automation software?
For mid-market and enterprise teams, strong RFP automation should automate document creation, enforce content governance, and integrate directly into existing sales and proposal workflows. Tools that focus only on reuse and search often struggle when responses must stay up to date and consistent across teams. Templafy is designed for organizations that need speed without giving up control.
What is RFP automation software?
RFP automation software helps teams respond to requests for proposal faster by automating how responses are created and assembled.
Instead of manually copying answers from multiple documents, RFP automation software pulls approved content from centralized sources, applies the correct structure and formatting, and generates complete, ready-to-send RFP responses. In Templafy’s case, automation is built around governed templates and document creation, ensuring every response is compliant and on-brand.
How do you automate an RFP process?
Automating an RFP process starts with standardizing how responses are built.
Teams typically define approved templates, structure common answers into reusable content blocks, and apply rules that control which content can be used in each situation. Automation then assembles full documents based on these inputs, while AI helps surface relevant, approved content faster. With Templafy, this all happens directly inside tools like Word, PowerPoint, Google Docs, and CRM systems, so teams can work faster without switching platforms.
What is AI RFP response automation software?
AI RFP response automation software uses artificial intelligence to speed up drafting and content selection during the RFP process.
AI can suggest relevant answers, help draft first versions of responses, and reduce repetitive writing. For enterprise teams, the key requirement is that AI only works with approved internal content. Templafy’s AI operates within governed content sources, helping teams move faster while avoiding the risk of inaccurate or non-compliant responses.
Can ChatGPT write an RFP response?
ChatGPT can assist with wording or help draft rough responses, but it should not be used on its own for enterprise RFPs.
Public AI tools do not understand which content is approved, current, or legally valid. This creates risk around accuracy, compliance, and brand alignment. A safer approach is using AI inside a governed system that controls what content can appear in final documents. Templafy combines AI assistance with content governance and automated document creation to support faster, safer RFP responses.
How does RFP automation improve win rates?
RFP automation improves win rates by helping teams respond faster and with fewer errors. When responses are assembled automatically from approved content, teams avoid last-minute fixes, inconsistent messaging, and compliance issues. This frees up time to focus on strategy and tailoring responses to each opportunity. Over time, faster turnaround, higher quality, and greater consistency lead to stronger RFP outcomes.