Cross

Revenue and customer work

Draft RFP and security answers from approved evidence

Sales copies RFP and security answers from old submissions while products, controls and commitments change.

Who this helps

CRO, CISO, Sales engineering leader, Proposal manager

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The situation

A sales team repeatedly completes long RFPs and security questionnaires. Answers are copied from old submissions while product features, control evidence and contract commitments change. A plausible answer may refer to an expired report, a future capability or a control that applies to only one deployment. Speed only helps if each response stays true for the scope on offer.

What we build

We build a drafting system that answers each question from approved, current evidence and routes it to the right owner.

  • The system splits the questionnaire into questions and retrieves approved, scope-matched evidence from the answer library and current product and deployment descriptions.
  • Each response is drafted with its source and freshness status. Unsupported assertions and requested commitments are marked separately.
  • Review goes to the actual evidence owner, and only the approved version is exported.
  • Expired evidence triggers a request for updated material. Conflicting answers are held for owner resolution. A changed deployment scope invalidates affected approvals, and a failed export never silently drops unanswered questions.
  • Customer workspaces stay separate. Restricted audit reports can support internal drafting without becoming customer attachments, and we control storage, model processing and what the export discloses.

What you get

  • A question-by-question draft. Each answer shows its source, its freshness status and any unsupported assertion.
  • A gap and commitment register. Missing evidence and requested commitments are listed for the right owner to review.
  • An approved response package. Only the approved version is exported, with version history for every answer.

Where people stay in control

  • Security approves control statements, engineering confirms capability facts and legal reviews commitments.
  • Each answer carries its own review state, not only the package cover.
  • Sales owns submission, and there is no autonomous external submission.

When another approach fits

An existing proposal platform may be enough for straightforward reuse. Custom work fits when evidence authorization, deployment scope and reviewer routing cannot be represented well.

Related work

Scope it with us

Bring the workflow, the data you can share and the decision it supports. We agree how the work will be evaluated before anything is built.

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