Documentation
Everything you need to get value from RFP Software
Setup guides, best practices, and references to help your team onboard quickly and go deep — from your first response to enterprise-wide rollout. In-depth product documentation is also available inside the app.
Documentation topics
Getting started
Go from a new RFP to a submitted proposal with a repeatable, step-by-step framework.
Read moreBuild your knowledge base
Capture, approve, and organize your best answers so every response starts from trusted content.
Read moreAutomate responses
How AI drafting works, what to automate first, and where human review still leads.
Read moreIntegrations
Connect your CRM, storage, communication, and identity tools to RFP Software.
Read moreSecurity & administration
Encryption, SSO, role-based access, and audit logging for admins and security reviewers.
Read moreHelp Center
How-to articles and answers to common questions from our support team.
Read more
Can’t find what you need? Visit the Help Center or contact our team.