Manage RFP projects and track response data directly inside Salesforce.
Install the AutoRFP.ai app from the Salesforce AppExchange and connect it to your workspace. A custom RFP project object syncs project data, response metrics, and status updates between both platforms — so your team tracks every bid without switching tools.
Sales teams live in Salesforce — so your RFP workflow should too. The AutoRFP.ai integration brings every bid into the same place you already manage pipeline, with a custom project object, real-time two-way sync, and reporting built on live response data.
No tab-switching. No stale spreadsheets. Just the bid status that decides the deal, right on the Opportunity.
G2 rating
Synced project properties
Paid add-ons — included on every plan
Install the AutoRFP.ai managed package from the Salesforce AppExchange and enable the integration in your workspace settings. No paid add-ons — every integration is included on every plan.
Drop the AutoRFP.ai widget onto your Opportunity and Account page layouts using Lightning App Builder. Your team starts creating and tracking RFP projects from Salesforce immediately.
Connect the AutoRFP.ai project object to the Opportunity stages you care about. Status, owner, and response metrics sync automatically from the first bid onward.
AutoRFP.ai creates a dedicated project object in Salesforce with 14+ properties — project status, intake status, response counts, due dates, and linked Opportunities. Build native reports and dashboards on live RFP data: approved responses, submission progress, and project timelines, right alongside your pipeline.
Project updates flow between AutoRFP.ai and Salesforce in real time. Status changes, response metrics, owner assignments, and intake decisions stay current across both platforms — no manual copy-paste, no stale records.
Your sales team sees live RFP progress on every Opportunity and Account record without logging into another tool. Deal reviews finally include the bid status that decides them.
Watch the product demo
3 min
Yes. Every AutoRFP.ai integration, including Salesforce, is included with every plan — there are no paid add-ons. Our customers win more deals, faster, with higher-quality responses.
A custom RFP project object syncs in real time. Status changes, response counts, owner assignments, due dates, and intake decisions update automatically in both directions, so your pipeline and your bid data never drift apart.
No. Install the managed package from the Salesforce AppExchange, enable it in your workspace, and add the widget to your Opportunity and Account layouts with Lightning App Builder. Most teams are live in a few clicks.
Our customers win more deals, faster, with higher-quality responses — and we think you can too.
