Proposal / RFP

Draft proposals and RFP responses from the customer's own words — pulling account context from the CRM, pricing from the approved schedule, security answers from the questionnaire library, and case studies from past wins. The Writer Agent drafts; the Compliance Agent checks against legal and security guardrails; the QA Agent reviews completeness before anything goes to the customer.

Keep your CRM and legal docs. Replace the Loopio spreadsheet, the 72-hour RFP panic, and the "who has the latest security questionnaire answers?" Slack thread.

The team

• [[.agents/writer-agent]] — Writer Agent (lead). Drafts proposals and RFP responses using account context, the answer library, and case studies. Sequences Compliance and QA before the draft is marked ready.
• [[.agents/compliance-agent]] — Compliance Agent. Checks every draft against legal guardrails (approved pricing, liability language, security claim accuracy) and flags anything that needs Deal Desk or Legal sign-off.
• [[.agents/qa-agent]] — QA Agent. Reviews completeness: every question answered, no placeholder text, response length appropriate, tone consistent. Scores the draft and blocks release until 95%+ complete.

Recurring rhythm

Cadence	Job	Owner	Output
On demand	[[.jobs/rfp-response]]	Writer Agent	Full RFP response drafted in /responses/<rfp-name>/draft.md (enabled: false)
Weekly (Mon 09:00)	[[.jobs/library-freshness]]	Compliance Agent	Answer library freshness check; stale answers flagged in /library/stale.md
Weekly (Mon 08:00)	[[.jobs/weekly-competitor-watch]]	Writer Agent	Competitor positioning in active proposals reviewed

How to run the demo

1. Open the [[rfp-workspace]] — the RFP Response Workspace: question list with answer status, completeness percentage, reuse-from-library matches, section owners, and a compliance flag panel.
2. Browse /responses/atlas-logistics-rfp/ — the worked example response with draft answers.
3. Check /library/ — the reusable answer library the agents pull from and keep fresh.

Connectors

Required: CRM (account context, deal size, contacts), Legal docs (approved contract language, pricing schedule), Security docs (security questionnaire answer library), Google Drive (past proposals, case studies). Recommended: Salesforce CPQ (pricing configuration), DocuSign (contract routing), Notion or Confluence (answer library).

Every artifact is a file. Every draft lives in /responses/<rfp-name>/ — tracked, reviewed, and archived without a Loopio subscription.