How does OrbitOS handle RFP responses?

The OrbitOS Sales Engineering agent parses RFP documents to extract requirements, evaluation criteria, and scoring sections. It then generates compliant, tailored responses for each section, flags gaps in your capability narrative, and outputs a formatted proposal document ready for review and submission.

How quickly can OrbitOS generate a client proposal?

Most proposals are generated within 2–4 hours of uploading the source material. Complex multi-section RFPs with technical appendices typically take under a business day. This compares to the industry average of 3–5 days for manually written proposals.

Can the AI generate competitive battlecards?

Yes. The Sales Engineering agent generates competitive battlecards that compare your solution against named competitors across key dimensions including features, pricing, integrations, and customer segments. Battlecards are updated dynamically as new competitive intelligence is added to your workspace.

What types of documents can the AI proposal tool produce?

OrbitOS's Sales Engineering agent produces RFP responses, client proposals, technical scoping documents, project briefs, pitch decks, competitive battlecards, and statement-of-work templates. All outputs follow your brand guidelines and can be exported to PDF, Word, or Google Slides.

How much does AI proposal software cost?

AI proposal automation pricing starts at $99/month for the Basic plan (75 credits, ~25 large RFPs, unlimited copilot). The Teams plan is $399/month (400 credits, ~130 large RFPs, team collaboration). Enterprise is $799/month (1000 credits, ~330 large RFPs, SSO, dedicated support). All plans include a 14-day free trial with no credit card required.

Can AI write RFP responses?

Yes, AI can write RFP responses. Modern AI proposal tools analyze the RFP requirements, match them against your company's capabilities and past proposals, and generate tailored responses for each section. The AI produces a 70-80% complete draft that your team reviews and refines. This is especially valuable for agencies and consultancies that respond to multiple RFPs per month.

What is the best AI tool for writing proposals?

The best AI proposal tools for agencies and B2B startups include Sales Engineering AI by Artificial Outreach, which specializes in RFP analysis, proposal generation, slide deck creation, and competitive battlecards. Key features to look for include: multi-format document parsing, requirement extraction, knowledge base integration, team collaboration, and export to Word/PDF/Google Docs.

Is AI proposal data secure?

Yes, reputable AI proposal tools prioritize security. Data is encrypted at rest and in transit. Enterprise-grade solutions offer SOC 2 compliance, SSO integration, and data isolation. Importantly, customer proposal data should never be used to train AI models. Always verify the vendor's security certifications and data handling policies before uploading sensitive RFP information.

Can AI generate pitch decks and slide presentations?

Yes, AI proposal automation tools can generate pitch decks and slide presentations from your proposals. The AI extracts key points, creates an outline, and generates slides with appropriate content structure. You can then export to PowerPoint or Google Slides and customize the design to match your brand guidelines.

What is a competitive battlecard and can AI create them?

A competitive battlecard is a sales enablement document that summarizes how your product compares to competitors, including key differentiators, objection handlers, and win themes. AI can automatically generate battlecards by analyzing your product documentation, competitor information, and past successful proposals to surface the most effective positioning and talking points.

How do proposal credits work?

Proposal credits are consumed based on the complexity of operations. Small operations like copilot chat cost 0.03 credits, while large RFP analysis costs 1.50 credits. A full RFP response workflow (analysis + proposal + slide deck) typically uses 2-4 credits. The Basic plan includes 75 credits/month (~25 large RFPs), Teams includes 400 credits (~130 RFPs), and Enterprise includes 1000 credits (~330 RFPs).

Is there a free trial for AI proposal software?

Yes, most AI proposal automation tools offer free trials. Sales Engineering AI by Artificial Outreach includes a 14-day free trial with full access to all features. No credit card is required to start. This allows you to test RFP analysis, proposal generation, and slide deck creation with your actual documents before committing to a paid plan.

What file formats can AI proposal tools process?

AI proposal automation tools can process multiple file formats including PDF, Microsoft Word (.docx), Excel spreadsheets (.xlsx), and plain text. The AI extracts requirements, tables, and structured data from these documents. For export, proposals can be generated in Word, PDF, PowerPoint, and Google Docs formats while preserving formatting and branding.

Built for agencies, consultancies & B2B startups

AI Proposals &
Pitch Decks, Automated.

Q: What is AI proposal automation?

AI proposal automation uses artificial intelligence to generate structured, on-brand client proposals from raw inputs like client briefs, RFPs, and requirements docs. OrbitOS's Sales Engineering agent analyzes the input, identifies key requirements, and produces complete proposals — including executive summaries, technical sections, pricing structures, and appendices — in hours instead of days.

Turn messy client briefs, RFPs, and technical requirements into structured proposals, pitch decks, and battlecards—without burning out your senior engineers.

Start Free Trial How It Works

+ New chatevaluate rfp + draft response ✕

I have a new RFP from Northwind Health. Can you draft a response?

Done — I generated a 7-section proposal from your knowledge base and the RFP requirements.

Proposal_Northwind_v1.docx · ready to export

Looks good — export to PDF.

Proposal · 7 sections

ExportSend

Proposal for Northwind Health

RFP Response · CRM & Analytics System

Executive Summary

Understanding of Requirements

Proposed Solution & Architecture

Implementation Plan

Security & Compliance

122.9s

Proposal ready

Interactive demo — use the playback controls inside · Try it with your own data

The Problem

Proposals shouldn't take your best engineers offline

Every RFP that lands in your inbox means days of work. Your senior architects get pulled from delivery to write proposals. The cycle repeats, and your team burns out.

Time Sink

40+ hrs

Average time to respond to a complex RFP. Senior engineers spend days on proposals instead of billable work.

Hidden Cost

$15k+

Cost of senior engineer time per proposal. That's money not spent on delivery or growth initiatives.

Lost Revenue

60%

Of RFPs abandoned due to resource constraints. Each abandoned RFP is a potential deal you'll never close.

Calculate Your Revenue Leak

See how much manual proposals are costing your team

How It Works

From RFP to proposal in hours, not days. Our AI handles the heavy lifting so your team can focus on strategy and refinement.

Upload & Analyze

Instant RFP Intelligence

Upload any RFP, client brief, or requirements document. Our AI extracts every requirement, calculates fit score, identifies risks, and surfaces win themes—in minutes.

Multi-format parsing (PDF, Word, Excel)
Automatic requirement extraction
Fit score & gap analysis
Risk identification

RFP Analysis Pipeline

282213/ 63 reqs

91%

Fit Score

Gaps

Win themes

Integrate new/updated member info from EPICIntegrationReady

PHI data hosted in the USComplianceReady

Propensity modeling for consumersModelingReady

Integrate with Cerner MillenniumIntegrationPartial

HITRUST CSF certificationComplianceReady

SMS with individualised send-time optimisationEngagementPartial

ROI dashboards filterable by region / service lineAnalyticsReady

Landing pages with form-to-service-line routingEngagementGap

Proposal Structure10 sections · Win theme: Data Unification

Win angle: EPIC + HITRUST integration · ICP match 91%

1.Executive Summary

Company OverviewProduct Overview+1

2.Company Overview & Healthcare Expertise

Company OverviewCase Study

3.Healthcare Data Unification Platform

Product FeaturesIntegrations+1

4.Marketing Automation & Patient Engagement

Product FeaturesCase Study

5.Technical Architecture & Integrations

Tech SpecsArch Diagram+1

6.Security, Compliance & Data Governance

ComplianceHIPAA Attestation

7.Implementation Methodology & Roadmap

MethodologyDeployment Guide

8.Healthcare Success Stories

LakeshoreSentinel

9.Pricing & Commercial Terms

PricingGPO Contract

10.Appendix A: Requirements Traceability

Deterministic

Structure & Plan

AI-Generated Proposal Outline

Based on requirements analysis, our AI creates a tailored proposal structure. Every section is mapped to client needs with suggested content sources.

Section-by-section structure
Mapped to RFP requirements
Content source suggestions
Customizable outline

Draft & Refine

AI Drafts Every Section

Our AI writes each section using your product docs, past proposals, and knowledge base. You get a 70-80% complete draft to refine—not a blank page.

Pulls from your knowledge base
Consistent voice & tone
Citation tracking
One-click regeneration

PlanExportRegenerate

Ship Check ✓

§3 — Drafting

Healthcare Data Unification Platform

OrbitOS integrationsProduct features

OrbitOS sits between your source systems and your engagement layer, normalising patient records from EPIC, Cerner, Populi consumer-data feeds, and ad-hoc CSV uploads into a unified patient profile.

Integration depth (verified Q1 2026): EPIC Hyperspace — bidirectional HL7 v2.5 ADT, MDM, ORU, plus FHIR R4 Patient + Encounter resources. Cerner Millennium — read-replica via Snowflake share, refresh every 4 hours.

All managed via no-SQL UI with role-based permissions and a complete audit trail

Ship Check · 1 issueWrong voice

“Northwind Health SHALL…” outside compliance matrix — rewrite to vendor voice

Proposal for

Northwind Health

Marketing CRM Platform

EXPORT-READY

SectionPage

1.Cover Letter1

2.Executive Summary3

3.Our Understanding6

4.Proposed Solution10

5.Product Deep Dive16

6.Implementation Plan24

7.Pricing Summary29

8.Confidentiality31

Export & Ship

Export and Deliver

Export your proposal to Word, PDF, or Google Docs. Your formatting, branding, and structure are preserved—ready to ship to the client.

Export to Word, PDF, Google Docs
Preserve formatting & branding
Version history
Team collaboration

Pitch Decks

Generate Pitch Decks That Speak Your Client's Language

Orbit builds presentation-ready slide decks using your brand language, product foundation, and even external research as reference—so every slide feels tailored, not templated.

Uses your brand voice & terminology across every slide
Pulls content from your product foundation & knowledge base
References external data to strengthen positioning
Edit and refine slides in real-time within Orbit

Pitch Deck · 8 slides

Brand voice appliedReady

The Northwind Health Challenge

Our Approach: Healthcare CDP

EPIC + Cerner Integration Depth

AI Propensity Models

HIPAA & HITRUST Compliance

Implementation Roadmap

Healthcare Success Stories

Pricing & Next Steps

Sources used:Product overviewBrand guidelinesCase studiesExternal data

The bottom line

Ship 10x more proposals with the same team

90%

Less time on first drafts

$15k+

Saved per month (avg.)

Senior engineers pulled from delivery

What can Sales Engineering AI do?

Use Cases

Everything you need to go from RFP to shipped proposal in hours instead of days.

RFP Analysis Engine

Extract and classify requirements, calculate complexity and fit score automatically.

Smart Proposal Generation

AI drafts every section using your docs, past proposals, and product knowledge.

Slide Deck Generation

Create pitch decks and presentation slides from your proposals with one click.

Battlecard Generator

Auto-create competitive positioning, objection handlers, and win themes.

Multi-Format Export

Export to Word, PDF, PowerPoint, or Google Docs with formatting preserved.

Start Free Trial

+ New chatevaluate rfp + draft response ✕

I have a new RFP from Northwind Health. Can you draft a response?

Done — I generated a 7-section proposal from your knowledge base and the RFP requirements.

Proposal_Northwind_v1.docx · ready to export

Looks good — export to PDF.

Proposal · 7 sections

ExportSend

Proposal for Northwind Health

RFP Response · CRM & Analytics System

Executive Summary

Understanding of Requirements

Proposed Solution & Architecture

Implementation Plan

Security & Compliance

122.9s

Proposal ready

Interactive demo — use the playback controls inside · Try it with your own data

Pricing

Start free, scale as you grow. No per-seat fees—pay for what you use.

Basic

$99/month

For small teams getting started.

75 credits/month
~25 large RFPs
Unlimited copilot
Email support

Start Free Trial

FAQs

What is AI proposal automation?

AI proposal automation uses artificial intelligence to automate the creation of business proposals, RFP responses, and sales documents. It analyzes client requirements, pulls from your knowledge base, and generates structured, on-brand proposals in hours instead of days.

How does AI proposal generation work for RFPs?

AI proposal generation works in four steps: upload client documents, AI extracts and classifies requirements, creates a tailored proposal outline, then drafts each section using your product documentation and past winning proposals—giving you a 70-80% complete draft to refine.

How much time does AI proposal automation save?

Most teams report saving 10+ hours per proposal and completing first drafts 80% faster. For a team handling 10 proposals per month, that's 100+ hours saved.

Is there a free trial available?

Yes! All plans include a 14-day free trial with full access to all features. No credit card required to start.

Is my proposal data secure?

Yes. All data is encrypted at rest and in transit. We never use customer data to train AI models. Enterprise plans include SSO and data isolation.

Ready to Ship Proposals Faster?

Start your free trial and see how AI can transform your proposal workflow.

Start Free Trial Calculate Your ROI

AI Proposal Automation — RFP Responses, Battlecards & Sales Proposals for Agencies

AI Proposals &Pitch Decks, Automated.