Close more deals with fast, high-quality, and compliant RFP responses

When an RFP (Request for Proposal) lands, the scramble begins.  

Your sales reps dig up old proposals, chase input from different teams, and jump between seven tools, on average, to find what they need.  

They copy-and-paste content from here, there, and everywhere, with little certainty of what’s approved, up-to-date, or on-brand.  

Then comes the endless rounds of reviewing, editing, and compliance checks.  

Without the right tools and systems, RFP responses end up inconsistent, low-quality, and off-brand. Plus, sales reps waste hours on admin, instead of with clients. 

AI and automation can handle the manual, repetitive parts of RFPs, so your teams can focus on strategic work. That means faster sales cycles and stronger RFPs that win more deals.  

In this blog, you’ll learn how to choose a solution that balances speed with control—so every response protects your brand and strengthens your reputation. 

RFP automation at a glance

• RFP automation streamlines the process of responding to Requests for Proposals by automating repetitive tasks like content retrieval, formatting, and compliance checks. 
• These tools give sales reps access to centralized content and AI to make responding to RFPs faster and more consistent.  
• Businesses benefit from faster turnaround, improved consistency, more time for strategic input, and better win rates.  
• Templafy’s AI-powered document generation platform helps enterprise teams ensure every RFP response is not only fast, but accurate, compliant, and on-brand, at scale.  

Explore Templafy’s RFP automation solutions here. 

What is RFP automation?

5 benefits of RFP automation

As your business grows, so does the volume (and complexity) of RFPs. At the same time, with AI and automation tools becoming standard, the bar for speed and quality is higher than ever. 

Manual processes simply can’t keep up—and business growth stops when teams hit the ceiling of what manual work can deliver. 

RFP automation gives enterprises a faster, more consistent, and scalable way to respond. Here’s how: 

1. Faster responses: Approved content is pulled instantly, formatting and compliance checks happen automatically, and proposals are client-ready in a far less time. 
2. Greater consistency: Every response reflects brand standards and uses up-to-date information, so teams don’t risk sending outdated or off-brand content. 
3. Higher win rates: Faster, more accurate proposals mean you can respond to more opportunities and compete for high-value deals with confidence. 
4. Better use of sales talent: Skilled professionals spend less time chasing documents and more time building relationships, tailoring strategy, and closing business. 
5. Scalability: With manual bottlenecks removed, enterprises can handle higher RFP volumes without adding headcount or burning out teams.   

How to choose the right RFP platform

Not every RFP automation tool delivers the same value. Some focus on getting responses out of the door quickly, while others are built for the security, scalability, and governance necessary for enterprise organizations. The right platform will give you both: fast responses and full control.  

Here are some features that will ensure you balance speed with accuracy, compliance, and brand governance: 

How Templafy powers RFP automation (and beyond)

Templafy connects document automation directly into the tools your teams already use like Microsoft 365, Google Workspace, Salesforce, and more, so they can create compliant, on-brand documents without leaving their workflow. It also links seamlessly to your wider tech stack, from SharePoint and Box to Bynder, Aprimo, Highspot, contract management systems, and RFP platforms.  

The result is one connected workflow where data, content, and approvals move together. 

And RFP responses are just the beginning. Templafy automates every type of business document—contracts, pitch decks, sales proposals, presentations—while connecting your entire document ecosystem. That means every document your enterprise creates is accurate, compliant, and aligned with brand and legal standards, by default.  

Here’s what that looks like in practice: 

The business value of Templafy

1. Speed up your sales cycle and respond to more opportunities: Automated proposals and contracts let your teams move faster and compete for more deals in less time. 
2. Win more deals with better proposals: Create proposals with the best performing responses to increase document impact and win rates. 
3. Eliminate repetitive admin and refocus on selling: Automation handles the manual work, so salespeople can spend their time with clients instead of in documents. 
4. Bring AI-powered knowledge directly to your teams: A single workflow blends automation with GenAI, surfacing the best content and answers instantly. 
5. Work from the tools your teams already use: Documents are created directly in Microsoft 365, Google Workspace, or Salesforce, so there’s no extra platforms to learn.   

5 sales documents you can automate with Templafy

More than 800 enterprises and 4 million people already trust Templafy to make AI document creation faster, smarter, and always compliant.  

Here are five ways sales teams use Templafy to transform the documents that matter.  

Ready to speed up your sales cycle with AI-powered documents?

Your teams don’t need more tools to manage. They need one platform that takes care of every document and keeps everything connected. 

That’s what Templafy delivers. AI and automation work inside Microsoft 365 and the tools your teams already use, so document creation happens right where the work gets done. 

Every RFP, proposal, pitch deck, and sales asset is fast, accurate, and on-brand—automatically. That means your sales teams can focus on clients while the documents handle the details. 

Want to see what enterprise-safe, AI-powered documents look like in practice? Book a walkthrough and explore how Templafy helps organizations create stronger sales documents that win more business. 

Book a demo