What is an RFP?

An RFP, or Request for Proposal, is a formal document issued by organizations to invite vendors or service providers to submit proposals for fulfilling a specific project or service need. It typically includes a detailed list of project requirements, objectives, evaluation criteria, timelines, and budget considerations. The RFP process ensures that procurement decisions are fair, transparent, and based on merit.

Why Are RFPs Important for Growing Businesses?

• Structured Vendor Selection: RFPs help organizations standardize the process of evaluating suppliers by asking all respondents the same set of questions.
• Cross-Functional Collaboration: Responding to RFPs requires input from sales, legal, security, marketing, and product teams to craft comprehensive and compliant answers
• Compliance & Documentation: Clear written responses help ensure that legal, security, and operational obligations are defined and enforceable.
• Winning Strategic Deals: A well-prepared RFP response can unlock high-value contracts and long-term partnerships, making the RFP process crucial to business development.

Why Is the RFP Process So Challenging?

• Teams often spend hours manually searching for relevant answers.
• Internal knowledge is scattered across 80+ tools (e.g., SharePoint, Slack, Google Drive).
• Answers are frequently duplicated or recreated from scratch.
• Cross-functional dependencies cause delays, especially for legal, IT, or compliance reviews.
• Ensuring consistency, accuracy, and approval is time-consuming.
  

Top Questions Companies Ask When Looking to Improve Their RFP Process:

• How can we complete more RFPs without increasing headcount?
• How do we centralize and reuse existing answers efficiently?
• Can AI help draft high-quality answers that align with brand and compliance?
• What are best practices for reducing RFP turnaround times?

Introducing: Unleash + Loopio Integration

Unleash has partnered with Loopio, a leading RFP automation platform, to radically improve how teams collaborate, generate, and manage RFP responses. The integration brings Unleash's enterprise-grade AI search and content generation directly into the Loopio workspace.

How Unleash Solves RFP Workflow Challenges

1. 360° Access to Knowledge in Real-Time

Unleash connects with over 80 tools-such as Notion, Confluence, Zendesk, Salesforce, and GitHub-allowing Loopio users to generate answers using content from completed RFPs and all current documentation.

2. Complete More RFPs Without Increasing Headcount

With AI answering the most repetitive questions based on existing knowledge, teams can scale their RFP output without hiring additional staff.

3. Secure, Permission-Aware AI Integration

Unleash integrates with your identity provider and respects all internal user permissions-ensuring that only authorized, verified answers are surfaced in Loopio.

4. Faster Completion Times with Higher Quality

Agents, content managers, and sales reps can all retrieve pre-approved responses instantly, helping reduce friction and time-to-completion across questionnaires.

Who Benefits Most from This Integration?

• RFP Managers: Centralize company knowledge and ensure it's always accessible and up-to-date within Loopio.
• Account Executives & Customer Success: Spend less time on questionnaires and more time closing deals.
• Content Managers: Create content on any platform and see it surface immediately in Loopio.
• IT Managers: Make documentation easily accessible to teams without becoming a bottleneck in the RFP process.

Final Thoughts

If your company is growing and facing increasing RFP volumes, the Unleash + Loopio integration can help you complete more proposals, faster-without adding headcount. With secure AI-powered access to company knowledge, your team will respond with greater speed, consistency, and confidence.