> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# RFP Response Drafting

> Automate RFP responses, improve accuracy, and accelerate proposal delivery.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/rfp-response-drafting-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=8c4fe5f2983a1bb5559b3103452a29ea" alt="RFP Response Drafting" width="1920" height="1080" data-path="images/use-cases/rfp-response-drafting-img-0.png" />
</Frame>

## What does this mean?

Teams submit accurate, consistent proposals faster with fewer handoffs—keeping SMEs in control for final validation and risk checks—while the system continuously improves from reviewer feedback so future RFPs require less manual effort and move to sign‑off even faster.

Pulls questions and requirements from incoming RFP documents, searches approved answer libraries and past proposals, and auto‑drafts responses that blend approved, on-brand language with tailored content grounded in the current RFP’s context; leverages industry‑, product‑line‑, or geography‑specific Agents to adapt tone, compliance, SLAs, and feature nuances while preserving citations, then routes drafts to the right SMEs for human‑in‑the‑loop review and approvals—with a feedback loop that flags unknowns for expert input, captures corrections, and updates the approved answer library for next time.

## Workflow steps

<Steps>
  <Step title="Upload or receive RFP document">
    The Workflow activates when a new RFP document is uploaded—either manually or via an integration with SharePoint, Google Drive, or Box—kicking off the response process.
  </Step>

  <Step title="Extract questions and requirements">
    Cassidy parses the incoming RFP, pulling out individual questions, compliance requirements, and submission criteria into a structured format ready for response drafting.
  </Step>

  <Step title="Search approved answer libraries">
    The Workflow searches your Knowledge Base—including approved answer libraries, past proposals, and product documentation—to find relevant, vetted content for each question.
  </Step>

  <Step title="Draft tailored responses">
    Cassidy auto-generates responses that blend approved, on-brand language with content tailored to the current RFP's context, preserving citations and source references throughout.
  </Step>

  <Step title="Adapt for industry, product, or region">
    The Workflow routes questions through specialized Agents that adjust tone, compliance language, SLAs, and feature details based on industry, product line, or geography.
  </Step>

  <Step title="Route to SMEs for review">
    Drafts are sent to the appropriate subject-matter experts for human-in-the-loop approval, keeping your team in control for final validation, risk checks, and sign-off before submission.
  </Step>

  <Step title="Capture feedback and update the Knowledge Base">
    Reviewer corrections and new approved answers are logged and fed back into the answer library, so future RFPs benefit from improved content and require less manual effort.
  </Step>

  <Step title="Export final proposal">
    Once approved, the Workflow compiles all responses and exports the completed proposal as a Microsoft Word document—ready for delivery.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
