RFP response drafting
Outsourcing proposals drafted from the service catalog
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Parses the request into requirements
Maps each requirement in a carrier's request to the service catalog, the service levels and the past proposals
Drafts the sections from the catalog and past proposals
Drafts the response sections with the staffing model and the transition approach
Marks the gaps for review
Flags the requirements the catalog does not cover for the solutions team
Works in
Box, Salesforce, SharePoint
Box, Salesforce, SharePointWhat it does
- Maps each requirement in a carrier's request to the service catalog, the service levels and the past proposals
- Drafts the response sections with the staffing model and the transition approach
- Flags the requirements the catalog does not cover for the solutions team
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.