Best RFP Software for Microsoft Excel
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Compare the Top RFP Software that integrates with Microsoft Excel as of September 2025
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This a list of RFP software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is RFP Software for Microsoft Excel?
RFP software is a tool used by businesses to streamline the Request for Proposal (RFP) process. It allows users to create, distribute, and track RFPs, as well as receive and evaluate responses from potential vendors. The software typically includes features such as customizable templates, automated notifications and reminders, collaboration tools, and analytics for performance tracking. With the use of RFP software, organizations can save time and effort in managing the RFP process while also ensuring transparency and efficiency in vendor selection. It is a useful resource for companies of all sizes across various industries. Compare and read user reviews of the best RFP software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
2
VT Docs
VisibleThread
On average, customers increase their win rate by 9.8% with VT Docs. VisibleThread is a trusted partner to 11 of the top 15 US Government Contractors. Our cutting-edge technology supports thousands of users across a diverse range of organizations, from small businesses to mid-market and large enterprises. VisibleThread's flagship RFP solution, VT Docs, is leveraged across key sectors, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and many more. -
3
RocketDocs
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency. -
4
DirectRFP
LinkSource
Reduce the cost of technology procurement while improving the quality of your RFP responses. With over 20 years of telecom, cloud, and IT domain expertise — and over 500 RFPs completed to date — DirectRFP® takes the pain from procurement and connects buyers with vendors seamlessly. Discover how our intuitive and feature-rich platform benefits buyers and vendors. Assign multiple bidders within one organization and allocate workloads appropriately. DirectRFP is a proprietary tool of LinkSource Technologies, a strategic sourcing and managed service provider. LinkSource leverages the power and intelligence of DirectRFP’s software to offer the best end-to-end RFP management services and increase the speed to completion of your RFP process by 60-80%. When powered by LinkSource, DirectRFP gives your team back the time and resources they need to focus on business priorities and growth. -
5
OneTeam
OneTeam
OneTeam integrates opportunity data for extensive company and division-level insights, allowing BD & pipeline managers to focus on driving business growth. Track tasks, maintain notes, capture contact plan, and capture document library. Maintained contacts, logged phone conservations, and integrated with Outlook. Search for intelligence on competitors, perform SWOT analysis, record customer concerns, and build a strategy based on quantitive data. Schedule changes, assignments, tasks, updates, notes, and more are available in the notification panel for all opportunities. Each opportunity has an activity feed to track all changes/updates. Integrate with Microsoft Team for secure virtual meetings and Outlook for schedule integration. Securely email the team with communication templates. Create custom data call templates for NDAs, TAs, and info requests. Send thru workflow in the data call dashboard.Starting Price: $829 per month -
6
Avnio
Avnio
Designed for B2B organizations who want to increase win rates, process more responses, and gain greater insights to enable better decisions and a differentiated customer experience. With 'Avnio automation' we’re closing the gaps in the sales cycle. Whether you want to deliver perfect proposals with the Avnio Response Cloud, maximize the value from your Salesforce data with Avnio Tables, or receive answers on-demand, wherever you are with The Avnio Assistant, we’ve got the solution. Machine learning, GPT, and natural language processing sit at the heart of our solutions. Every action taken helps Avnio to build intelligence and accuracy giving you time to focus on what really matters - your customers. Avnio has been a remote company since day one, that’s why collaboration is hard-wired into everything we do. All of our solutions were created to work with your favorite apps such as Slack, Teams & Salesforce Chatter. -
7
Inventive AI
Inventive
Using Inventive’s proprietary AI-system you can get first drafts 10 times faster, with accurate responses rooted in your knowledge sources, that you and your team can collaborate on to refine. Inventive offers a centralized hub for all your knowledge sources. You can upload previous RFPs and relevant documents; and integrate them with your internal data systems such as Google Drive. Sharepoint & more; upload Q&A from legacy tools or spreadsheets; and even add information from your websites. Inventive’s AI content manager proactively flags conflicting content by identifying issues within your sources, so you only use fresh and relevant content in your responses. Inventive offers a suite of AI agents designed to boost productivity and give you a competitive advantage. These agents can help with researching competitors, brainstorming ideas, and much more. Easily add teammates to any project with customizable permission controls. Assign tasks, leave comments, and streamline management. -
8
pWin.ai
pWin.ai
pWin.ai, powered by Shipley's industry-leading best practices, uses cutting-edge AI to generate proposals in hours, not days. Save time, focus on strategy, and boost your win rate. pWin.ai empowers businesses of all sectors to win proposals faster and more easily. Our AI-powered solution integrates seamlessly with familiar tools like Microsoft Word, Excel, and SharePoint, streamlining your existing workflow without requiring disruptive changes. Unlock cost savings and win more business with pWin.ai, the only AI copilot built with Shipley’s best practices inside. Transform your proposal process with pWin.ai, the AI-powered solution designed to boost your win rates and streamline your processes. Leverage pWin.ai to generate a tailored first proposal draft in 24 hours or less, freeing up your team for refinement and strategy. Realize value quickly and eliminate the need for your team to learn a new platform. -
9
Bidhive
Bidhive
Create a memory layer to dive deep into your data. Draft new responses faster with Generative AI custom-trained on your company’s approved content library assets and knowledge assets. Analyse and review documents to understand key criteria and support bid/no bid decisions. Create outlines, summaries, and derive new insights. All the elements you need to establish a unified, successful bidding organization, from tender search through to contract award. Get complete oversight of your opportunity pipeline to prepare, prioritize, and manage resources. Improve bid outcomes with an unmatched level of coordination, control, consistency, and compliance. Get a full overview of bid status at any phase or stage to proactively manage risks. Bidhive now talks to over 60 different platforms so you can share data no matter where you need it. Our expert team of integration specialists can assist with getting everything set up and working properly using our custom API. -
10
Thalamus AI
Thalamus AI
Thalamus is an AI-powered platform designed to streamline the RFP (Request for Proposal) process through intelligent automation and multi-agent workflows. Its AI agents can pre-fill up to 70% of RFP responses by searching across a company's data, including file storage systems like Drive and SharePoint, as well as collaboration tools like Slack and Teams. These agents collaborate with teams to review and gather information through natural language conversations, filling answers directly into Excel, Word, or PDF formats, thereby saving hours of manual work. Thalamus also offers advanced enterprise search capabilities, allowing users to quickly find necessary information across all data sources. Its adaptive agent workflows dynamically manage tasks, learning through reinforcement and collaborating in real-time to streamline workflows from start to finish. By integrating these features, Thalamus aims to transform the proposal process, enabling teams to win more and worry less. -
11
McCarren AI
McCarren
McCarren is an AI-powered proposal platform purpose-built for capture and proposal teams, automating every stage of the RFX lifecycle. McCarren’s Semantic AI capture agent monitors federal, state, local, and grant portals, surfacing hidden opportunities. Automated solicitation shredding extracts deadlines, deliverables, and FAR clauses, generating a live compliance matrix for gap tracking. Proposal teams draft compliant responses inside a native Microsoft Word add-in, leveraging a smart content library and context-aware AI . FedRAMP-aligned infrastructure, single-tenant SaaS, zero-data-training; McCarren safeguards sensitive data while cutting proposal cycles by up to 80% and improve win rates by 30%.
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