RFP Response Intake
RFP intake forms collect 'Budget: TBD' and a deadline. Your concierge uncovers the real numbers—actual budget, decision process, and whether you're a serious contender or just column fodder. Your team only spends time on proposals they can actually win.
Paste your form URL
We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.
No credit card required
Customize with natural language
Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.
Add conditional logic
If budget is 'TBD', ask what range would be realistic for this scope
If they've already selected a vendor, ask about the evaluation criteria
Add mandatory questions
Always ask how many vendors are being evaluated
Ask about the decision timeline and who makes the final call
Guide users based on their answers
If we're not a good fit, politely decline with a referral
If it's a strong opportunity, fast-track to the proposal team
Add automations
Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.
Example automations
Upload RFP documents to a Google Drive folder
Send a Slack summary to #rfp-review with qualification score
Create a HubSpot deal with RFP details and deadline
Embed your concierge
Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.