RFQ Response Drafting

What does this mean?

Speeds response cycles and improves consistency so teams submit compliant, accurate proposals faster and with less manual effort.

How it works?

Ingests RFQ documents, extracts structured requirements, cross-references specs with your product catalog and prior responses, and produces a source-linked first-draft proposal ready for engineering review.

Workflow steps

Step 1: Ingest RFQ document

The Workflow activates when a new RFQ document arrives—via email trigger, SharePoint trigger, or manual upload. Cassidy automatically extracts the full document content for processing.

Step 2: Extract structured requirements

Using a Generate Text with Cassidy Assistant action, Cassidy parses the RFQ to identify and organize key requirements—specifications, quantities, delivery timelines, compliance criteria, and evaluation factors—into a structured format.

Step 3: Cross-reference product catalog and prior responses

Cassidy searches your Knowledge Base to match extracted requirements against your product catalog, technical specs, and previously approved RFQ responses. This ensures accuracy and consistency with what your company has delivered before.

Step 4: Generate first-draft proposal

The Workflow produces a source-linked draft proposal that addresses each requirement, pulling in relevant product details and citing Knowledge Base sources so engineering can verify the information.

Step 5: Route for engineering review

The draft is sent to your engineering team via a Request Input from Team action, allowing them to review technical accuracy, make edits, and approve before final submission.

Step 6: Export and deliver

Once approved, Cassidy exports the proposal as a Microsoft Word document ready for submission.