Best RFP Software for Salesforce
View:
Compare the Top RFP Software that integrates with Salesforce as of September 2025
Sort By:
This a list of RFP software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is RFP Software for Salesforce?
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 Salesforce currently available using the table below. This list is updated regularly.
-
1
Responsive
Responsive
Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. -
2
Proposify
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.Starting Price: $35/month -
3
Loopio
Loopio
Loopio is a technology company that helps enterprises supercharge their responses to RFPs, DDQs, and Security Questionnaires. It’s been adopted by more than 800+ world-leading organizations, including DocuSign, FedEx, IBM, Sprinklr, and Thomson Reuters, since 2014. Loopio users can create better responses with a searchable library of up-to-date knowledge with their intuitive RFP content management system. The intelligent import and question auto-detection help you kickstart responses faster—no copying and pasting required. Users can also stop answering the same questions over and over again by letting their Magic RFP automation tool respond to FAQs in one click. Loopio’s flexible pricing plans help you leverage the platform’s intelligent content management and automation features for all of your responses. They also offer free trials. -
4
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. -
5
Dialect
Dialect
Dialect's auto-drafting helps you respond to every questionnaire in minutes instead of days. In-line citations make response verification a breeze. You don't need to manually fill in webforms, questionnaires, or maintain response libraries. Dialect studies your past responses and the best of all your content to provide the best answers. Auto-drafting uses the latest in generative AI to draft candidate responses to questionnaires. It's trained on the best of your previous responses and knowledge base to ensure high accuracy. Finally, our co-pilot includes in-line citations, so that you can verify and trust the responses you submit. Dialect requires no painful import and export. It automatically understands the structure of your questionnaire, whether it's a spreadsheet, document, or web portal. Our extension works directly within Google Chrome to automatically complete the full questionnaire.Starting Price: $50 per month -
6
Upland Qvidian
Upland Software
Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more. -
7
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
8
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. -
9
Tribble
Tribble
As a Chrome extension, Tribble answers your RFPs and InfoSecs, follows your users where they work, and unlocks real-time collaboration. Put your questionnaires on auto-pilot, and say goodbye to stale data. In Slack and Teams, Tribble provides deal guidance to sales teams, answers deep technical product questions, and shares industry knowledge. Bridge knowledge and enablement gaps while allowing your pre-sales teams to scale in real time. Scale expertise across your company with Tribble, a digital teammate that integrates with your systems, learns from your data, updates stale content, and crafts proposals. Showcases one unified voice to your customers, regardless of who is answering a questionnaire. Have confidence that you are providing the right responses to your customers. Our agent fields questions from any app and answers hundreds within seconds. Escalate to an expert using our extension’s native Slack and Teams integrations. -
10
Unleash
Unleash
Unleash is your one-stop shop for your collective knowledge, simplifying knowledge management and elevating information accessibility. Our engine understands your intent through advanced semantic search, analyzing word relationships for relevant results, even with imperfect queries. Just ask a question and receive AI-generated responses from your knowledge bases. Easily find and access the information you need using top search capabilities, all from one place. Integrate Unleash's AI-powered bot into Slack, Teams, Zendesk, and more, and empower your team with instant automated answers sourced directly from your company's knowledge base. Fine-tune the knowledge of the bot sources to provide relevant and accurate answers and insights to the questions asked within your platforms. Find information about who is working on what, with who, and experts in related fields. Manage company knowledge in the form of wikis, collections, and go links and access it from wherever you work. -
11
Steerlab
Steerlab
Steerlab is an AI-driven platform designed to automate and enhance the response process for Requests for Proposals (RFPs) and security questionnaires. By leveraging advanced AI models, Steerlab auto-generates over 80% of responses, ensuring high-quality, factual, and sourced answers without hallucinations. The platform features an auto-managed content library that keeps internal knowledge bases up-to-date, eliminating manual upkeep. Users can track and manage progress, contribute, comment, and collaborate seamlessly, all within a secure environment built to the highest security standards. Steerlab integrates with various tools and offers extensions like a Chrome extension, Slack bot, and more. The platform provides actionable insights, including data-backed win probability and competitor bias detection, to help teams focus on the right opportunities. Steerlab's mission is to transform the RFP and vendor questionnaire response process, enabling businesses to win more deals with AI. -
12
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. -
13
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. -
14
DeepStream
DeepStream Technologies
Create and manage your RFPs, RFQs, and RFIs in DeepStream's cloud-based platform - giving you the power to save time, reduce spend, and transact with confidence. With DeepStream you can finally save your procurement team from wasting their time running source-to-contract processes using manual tools, and get them back to strategic work that will add business value. As a best-of-breed e-sourcing platform, we are poised to help teams move from business requirements to awarding suppliers and managing contracts - plan your RFx processes and invite, assess, and negotiate with suppliers all within our cloud-based platform. Create contracts from your awarded Requests and experience efficient and auditable source-to-contract processes. Tell us your requirements, hit search and explore a list of new suppliers in just minutes. -
15
BlueFlame AI
BlueFlame AI
BlueFlame AI is the AI-powered knowledge management and productivity platform that enables alternative investment managers to improve the speed and quality of strategic decision-making. BlueFlame AI brings together enterprise search, AI agent chat, DDQ management, and pre-built prompt workflows to enable firms to focus more on strategic decision-making. Quickly find the information you need by searching across internal files, third-party systems, and public external sources. Gain deeper insights, refine analysis, and create content using leading AI models. Centralize the DDQ and RFP management process, from generating responses to approval workflows and exporting content. Enhance productivity and efficiency with pre-built workflows that execute multiple prompts and gather information from multiple sources at once. -
16
DATANEO
DATANEO
DATANEO is an AI-powered all-in-one business automation platform designed to optimize Sales, CRM, Finance, HR, Inventory, Projects, and Customer Support in a single, intelligent ecosystem. By leveraging AI-driven automation, predictive insights, and real-time decision-making, DATANEO eliminates inefficiencies, enhances productivity, and helps businesses scale smarter. Key features include AI-driven lead scoring, automated invoicing, predictive demand forecasting, workforce optimization, smart ticketing, dynamic pricing, and real-time business intelligence. AI-powered automation simplifies complex workflows, reducing costs and manual efforts while improving efficiency. DATANEO seamlessly integrates with Salesforce, QuickBooks, Microsoft 365, Shopify, Zendesk, and more, offering fast implementation, cost-effective scaling, and enterprise-grade security. Whether you're a startup, SMB, or enterprise, DATANEO adapts to your needs, making AI-driven automation accessible to all.Starting Price: $100/month/user -
17
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. -
18
Ombud
Ombud
Built on a foundation of expertise in sales engineering and response management, Ombud serves enterprise-level RevOps teams. We move beyond basic automation and knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, and surpass growth goals. Ombuddies are AI-enabled, context-aware assistants designed to support various roles within Revenue Operations. They automate routine tasks and provide real-time, role-specific guidance, significantly boosting productivity and reducing costs. The Response Management Ombuddy is your AI companion to help with the heavy lifting of creating, reviewing, and submitting proposals and responses.
- Previous
- You're on page 1
- Next