Read the RFP
Every requirement, instruction and evaluation criterion into the matrix, with key dates and submission rules.
Reqify Bids · for consultancies answering RFPs
Answer RFPs from
your own evidence.
Reqify reads the solicitation into a compliance matrix, drafts each section from your approved content library with a checked citation behind every paragraph, and turns anything it can’t source into a question for the right expert. When you win, the same project carries the requirements into delivery.
The sample is a fictional contact-centre RFP with every tab filled in. It’s free on every plan and uses none of your documents.
Requirements quoted word for word from the RFPEvery paragraph cited to your library or projectGaps become SME asks, not invented text
Built for implementation, contact-centre and consulting firms bidding in Canada, the US and the UK.
Sample bid · Overview · fictional RFP
How it works
From the RFP pack
to delivery, in one project.
Each step has its place in the bid, and the Overview’s Next steps panel shows what comes next. Reqify does the reading, cross-checking and first drafting; your team makes the calls and signs off.
Bid / no-bid
Score weighted criteria, check the knockouts, and record who decided and why.
Win strategy
Hot buttons, win themes with proof from your library, discriminators and a value proposition.
Draft with citations
An outline in the RFP’s own order, then sections written from cited sources.
Pink, Red, Gold
Mock evaluations score the draft like an evaluator; people sign each gate off.
Forms and pricing
The buyer’s Excel forms filled in place; a pricing workbook approved and locked.
Submission package
A checklist from the RFP’s rules, then one zip named the way the buyer asks.
Clarifications
Questions to the buyer drafted from ambiguous clauses; their questions answered from what you submitted.
Won → SOW
A Statement of Work whose clauses list the R-### requirements they come from.
Delivery
Start delivery in the same project; the requirements carry into the BRD and traceability.
The compliance matrix
Every requirement, in the buyer’s own words.
Click Read the RFP and Reqify reads the pack section by section. Each row is copied word for word from the buyer’s document and checked against it before it enters the matrix — anything it can’t find is thrown away. Sentences with shall, must or required are always listed.
- Click a row to see it highlighted in the source, with its clause and page — or sheet and cell.
- Mandatory and rated items, status, owner, fit code and review stage in one grid; export it as a branded Excel workbook.
- Upload an addendum and re-read: requirements are marked Added, Changed or Removed, and your work on them carries over.
- Reminders 7, 2 and 1 day before each deadline, with every deadline shown in the RFP’s own time zone.
Sample bid · Compliance matrix
Drafting the proposal
Cited where there’s proof. Asked where there isn’t.
Sections are written from three labelled pools: the buyer’s RFP (only ever to say what is required), your approved content library, and the bid project’s own documents. Every paragraph lists the passages it relied on, and each quote is checked word for word.
- Where no source supports a point — a go-live date, a reference, a price — the draft says “SME needed:” and names exactly what is missing.
- Figures no cited source states, dropped citations and unbacked claims are flagged before you submit.
- Each section opens in the full editor with comments, versions and live co-editing.
- Re-draft a section with an instruction without losing anyone’s edits.
Sample bid · A drafted section
The draft
Where a source is missing
Its citations
Submission
Checked against the RFP’s rules before it goes.
The Submission tab builds a checklist from the RFP’s instructions and the bid’s current state. Blockers can’t be ticked away — they clear when the problem is fixed. Things only a person can check are quoted from the RFP for someone to confirm.
- Blockers include an unanswered mandatory requirement, an open SME ask, an unacknowledged addendum, a volume over its page limit and an unsigned Gold review.
- File names follow the buyer’s naming rule, from a pattern you can edit.
- Download package gives one zip: Word volumes, completed forms and the approved pricing workbook.
- Mark as submitted keeps what you sent, so the buyer’s clarification questions are answered from it.
Sample bid · Submission checklist
Forms, pricing and your content
The parts of a bid
that usually eat the week.
The buyer’s spreadsheets, the price and the library of answers your team keeps rewriting — handled in the same bid.
The buyer’s own Excel forms
Questionnaires and pricing forms are filled in a copy of the buyer’s workbook. Formula cells, dropdowns and formatting stay exactly as the buyer made them, and only approved rows are written.
One approved price
Build the pricing workbook from your rate cards, approve and lock it. From then on it is the only source of prices for the proposal, the buyer’s pricing forms and the package.
A library with client walls
Approved answers, case studies, people and credentials, each with an owner and a review date. Client-confidential records are only used in that client’s bids; expired certificates are left out.
From the win into delivery
Win it here.
Deliver it here.
A bid lives inside a Reqify project. Win it, click Start delivery, and the same project carries on with the RFP pack, your proposal and the clarifications still in its knowledge — so the team that starts the work reads what the buyer actually asked for.
Statement of WorkDrafted from the won bid
Scope clauses built from the requirements marked Comply or Partial, each listing its number (R-012). Contract terms are quoted only from your own approved library records — Reqify never writes them.
BRD, FRD, user stories, testsRequirements carried in the buyer’s words
Documents you generate afterwards cite their source — “RFP ref: R-012” under a BRD requirement, an RFP refs column on the user stories.
TraceabilityWhich RFP requirements reach a story and a test
The project’s Traceability card and matrix show each requirement traced to delivery requirements, stories and test cases, and warn when a mandatory one has no test yet.
Vendor selectionRun the client’s tender from the same project
When delivery includes choosing a product or supplier, Tenders turns the project’s BRD requirements into an RFP and supports the scoring and award.
What Reqify won’t do
Honest about
where it stops.
Bids is built so that what you submit is something your firm can stand behind. That means some things are deliberately left to people, and some aren’t built yet.
Invent a claim to fill a gap
Anything no source supports becomes an “SME needed” ask, and Gold sign-off and the final export wait until it is resolved.
Decide for you
Bid / no-bid is your team’s call, recorded with its reasons. Mock reviews are a rehearsal, not a prediction — the real evaluators decide.
Write your contract terms
The Statement of Work quotes change control, acceptance and payment terms only from approved records in your library. Without them, each is an SME ask.
Export a PDF package — yet
The submission package is Word only. If the RFP asks for PDF, open each volume in Word, save it as PDF and check the page count there.
Fill Word or PDF forms
Only Excel .xlsx and .xlsm forms are filled in place. Word, PDF and CSV forms are answered in the proposal and completed by hand; .xlsm macros aren’t kept.
Submit on your behalf
You send the response through the buyer’s portal or by email, then mark the bid as submitted so Reqify keeps what went out.
Plans and costs
Priced in the documents
you already have.
Bids uses your plan’s document allowance — no separate subscription. Every plan can open the sample bid for free.
| Professional | Team | Enterprise | |
|---|---|---|---|
| Active bids at a time | 1 | 5 | Unlimited |
| Content library | 50 records | Unlimited (team library) | Unlimited |
| First read of the RFP | 10 documents | 10 documents | 10 documents |
| Re-draft a section · draft the SOW | 1 document each | 1 document each | 1 document each |
What the first read covers. Every re-read, the outline, one first draft per section of the first outline plus 3 spare, and first answers to up to 1,000 rows of the buyer’s forms.
What’s free. Win strategy suggestions, Pink, Red and Gold mock reviews, clarification answers, pricing, exports and the submission package.
Not on Starter or the free trial. Submitted, won, lost and closed bids don’t count towards the active limit. Failed runs are refunded automatically.
The practical details
Questions teams ask first
What does a bid cost?
Bids uses the same document allowance as the rest of Reqify. The first read of a bid uses 10 documents and covers every later re-read, the outline, one first draft per section of the first outline plus 3 spare, and the first answers to up to 1,000 rows of the buyer’s forms. A re-draft uses 1 document per section, and drafting the Statement of Work uses 1 document. If a run fails, its documents are returned automatically. Win strategy suggestions, mock reviews, pricing, exports and the submission package use none.
Which plans include Bids?
Professional includes 1 active bid at a time, Team 5 and Enterprise unlimited. Bids that are submitted, won, lost or closed don’t count towards the limit. Bids isn’t on Starter or the free trial, but every plan — the free trial included — can open the sample bid for free.
Will it make things up?
It is built not to. Anything a draft says about your firm needs a passage from your content library or the bid project behind it; the buyer’s RFP is only ever used to say what is required. Every quote is checked word for word against its source and dropped if it isn’t there. Where no source supports a point, the draft says “SME needed:” and names what an expert must supply. Figures no cited source states are flagged. Gold sign-off and the final export are blocked while any SME ask is open.
Can it fill in the buyer’s own forms?
Excel questionnaires and pricing forms (.xlsx and .xlsm) are filled in a copy of the buyer’s workbook: only the answer, compliance and pricing cells change, formula cells are never overwritten, and dropdowns and formatting stay as the buyer made them. Pricing rows come only from your approved pricing workbook. Older .xls files need saving as .xlsx first; Word, PDF and CSV forms are completed by hand, and macros in an .xlsm aren’t kept.
What do we get at the end?
One zip with every proposal volume as a branded Word document, the completed buyer’s forms and the approved pricing workbook, named the way the RFP asks. The package is Word only today — if the RFP asks for PDF, open each volume in Word and save it as PDF. Reqify doesn’t submit on your behalf; you send the response, then record when and how.
Which RFPs does it read?
RFPs, RFQs, RFIs, tenders, SOQs and EOIs as Word, PDF or Excel files — the main document, attachments, pricing forms, addenda and published Q&A. Reading is tuned for IT and software implementation, contact centre modernisation, management consulting and public sector bids in Canada, the United States and the United Kingdom, including US Section L and M.
Can one client’s material end up in another client’s bid?
Not if you mark it. A content library record marked Client confidential is only ever used in bids for that client. A case study without permission to name the client is described the way you choose (“a Canadian utility…”) and its reference contact and file are left out. Rate cards are visible only to workspace admins and the person who added them.
What happens when we win?
Record the win and click Start delivery. The same project carries on with the RFP pack, your proposal and the clarifications in its knowledge. Reqify drafts a Statement of Work whose clauses list the requirement numbers they come from, and BRDs, user stories, test documents and the traceability matrix you generate afterwards carry the buyer’s requirements with their R-### numbers.
See it before you spend a document
Open the sample bid.
Then bring a live one.
The sample shows every tab filled in on a fictional RFP. When you have a real one on the desk, run it as a 30-day pilot.