Softpiper Solutions

Professional services · Documents and back office

Proposal and RFP response engine

Draft compliant proposals and RFP responses from your past work, CVs and case notes, with citations and formatted Word and PowerPoint output for partner review.

  • ClaudeAnthropic
  • GeminiGoogle
  • Typical timeline: 4–6 weeks

The problem

Proposals and RFP responses are rebuilt from scratch, and partners spend nights formatting and searching for old work.

  • The best past answers are hard to find.
  • Compliance matrices are checked by hand.
  • Formatting eats the time meant for strategy.

How we solve it

Claude retrieves your relevant past proposals, CVs and case notes, drafts a compliant response with citations, and produces formatted Word and PowerPoint files for partner review.

It plugs into Microsoft 365 or Google Workspace, SharePoint, Notion or Confluence, HubSpot or Salesforce and Document management, so nothing you rely on today is replaced. The architecture below shows each step and which model does the work.

Architecture

From your stack, through the AI layer, to numbers you can track

Each step names the model or system doing the work. Writes to your systems wait for a person to approve them.
Proposal and RFP response engine. Your systems (Microsoft 365 or Google Workspace, SharePoint, Notion or Confluence, HubSpot or Salesforce and Document management) connect to Softpiper's AI layer, which runs these steps: Read the RFP (Claude Opus · PDF input); Retrieve past work (Claude connectors); Draft with citations (Claude Opus); Format (Agent Skills (docx, pptx)); Research (Gemini Notebook); Partner sign-off (Review workflow). Outcomes are measured as hours per proposal, proposals submitted per month, compliance-matrix completeness and win-rate trend.

Your stack

  • Microsoft 365 or Google Workspace
  • SharePoint, Notion or Confluence
  • HubSpot or Salesforce
  • Document management

AI layer

Softpiper AI layer

  • Claude
  • Gemini
  1. Read the RFP, using Claude Opus · PDF input

    Requirements are extracted into a compliance matrix.

  2. Retrieve past work, using Claude connectors

    Relevant proposals, CVs and case notes are retrieved from SharePoint, Drive or Notion.

  3. Draft with citations, using Claude Opus

    Each answer is drafted and cited to the source it reuses.

  4. Format, using Agent Skills (docx, pptx)

    Responses are produced as formatted Word and PowerPoint files.

  5. Research, using Gemini Notebook

    Associates explore the source pack in a grounded notebook.

  6. Partner sign-off, using Review workflow

    Partners review, edit and approve; approved answers go back into the library.

Outcomes you measure

  • Hours per proposal
  • Proposals submitted per month
  • Compliance-matrix completeness
  • Win-rate trend

Why this model

Claude and Gemini, each where it leads

We choose per task on capability, cost and where your data must stay. Final versions are picked at kickoff.
ClaudeAnthropic

Claude's top models handle long, multi-document drafting with citations, and Agent Skills output formatted Word and PowerPoint files. For your wider team, Claude Enterprise adds SSO, SCIM and audit logs.

GeminiGoogle

Gemini Notebook gives associates a source-grounded research space over each opportunity's source pack.

Delivery

What you get, how long it takes, and how we keep it safe

Guardrails

  • Confidentiality walls per client and matter.
  • No client data in consumer AI tools.
  • A partner signs off every submission.
  • Every reused claim cites its source document.

Plus the guardrails on every build: facts from your systems, approvals for writes and money, a human one step away, audit logs and evals. See all

Deliverables

  • Content library and retrieval
  • Compliance-matrix extraction
  • Drafting workflow with citations
  • Word and PowerPoint templates
  • Optional Claude Enterprise rollout plan

Typical timeline

  1. Library, drafting workflow and templates4–6 weeks

A planning range for a first production release. We confirm scope, price and dates in a tailored proposal.

KPIs to track

  • Hours per proposal
  • Proposals submitted per month
  • Compliance-matrix completeness
  • Win-rate trend
  • Reuse rate of approved content

Goals we agree with you and measure from a baseline. They are what we track, not results we promise.

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Pip · Softpiper's AI

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Ask Pip how this would work for you

Pip is Softpiper's AI. Tell it what you run today and it will walk through how this playbook fits, what we would build first and a tailored price range. Or book a call with the team.

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