Built for teams running RFPs and proposals

RFPs and proposals that run on the deal, not on a parallel SaaS tool.

RFP response and proposal creation are expensive because the content, the pricing, the deal history, and the AI summarisation all live in different tools. Strkr ships Docs, Products, and the Strkr AI assist layer on the same Opp so the RFP cycle runs on the record the deal lives on.

Start free trial See pricing
What this audience is actually dealing with

The pains that bring buyers here.

The typical RFP response and proposal workflow at a 50 to 500 person B2B company spans five tools: the CRM where the deal lives, the RFP response platform (Loopio, Responsive, Qvidian) where the answer library lives, the proposal tool (PandaDoc, Proposify, DocuSign) where the final document lives, the content repository (SharePoint, Google Drive, Notion) where the latest security and compliance language lives, and the CPQ tool (Salesforce CPQ, Conga, DealHub) where the pricing lives. The RFP response or proposal cycle has to touch all five, and the AE, the SE, the Deal Desk operator, and the Product Marketing contact spend hours stitching the output together while the deal clock ticks. The pain below is what every RFP-heavy team feels every quarter, and the fix is a CRM that ships the proposal and quoting layer natively so the RFP cycle lives on the Opp instead of in a parallel SaaS stack.

Five-tool round trip

A single RFP touches five SaaS tools.

The AE opens the deal in the CRM, pulls the RFP spreadsheet, searches the RFP library for the answers, downloads the security language from SharePoint, pulls the pricing from the CPQ, and assembles the proposal in the proposal tool. Five logins, five user interfaces, five copy-paste rounds. The RFP that should take three days takes two weeks because the round trip is the real work.

Answer library drift

The RFP library and the website say different things.

The RFP response platform holds answers written months ago. The website holds marketing language updated last week. The product documentation holds the current reality. The three sources drift, and the answer the AE submits is often behind the current product. The RFP SME team spends a quarter per year reconciling the library instead of answering new questions.

Pricing lives elsewhere

The CPQ pricing is a copy-paste into the proposal.

The pricing section of the proposal is a copy-paste from the CPQ into the proposal tool. The AE copies the SKUs, the quantities, the discounts, and the terms. The copy-paste breaks every time a term changes mid-cycle, the gross-margin number the Deal Desk approved is not the number on the final proposal, and the Finance team catches the discrepancy on the signed contract.

AI drafts on stale data

The proposal AI does not see the deal.

The proposal tool shipped an AI drafter. The RFP tool shipped an AI drafter. Neither one sees the Opp, the engagement history, the call summaries, the previous proposals, or the pricing. The drafts come back generic because the AI is drafting from the content library, not from the deal. The AE edits the draft back to the specifics by hand.

Approval chain breaks

Legal and Finance approve different documents.

Legal approves the MSA language in the content repository. Finance approves the pricing in the CPQ. The proposal tool assembles both into one document, often with a redline Legal has not seen. The approval chain breaks on hand-off, the version Legal signed off on is not the version the customer receives, and the Deal Desk operator spends two days reconciling before the signature.

Loss analysis gap

The lost RFP never ties back to the proposal.

The RFP response platform holds the answers. The proposal tool holds the final document. The CRM holds the loss reason. The three are not linked. The RFP SME team cannot analyse which answers correlate with wins and which with losses, which weakens the library over time instead of strengthening it. The quarterly RFP post-mortem becomes a judgment call.

How the RFP and proposal cycle collapses onto Strkr

The primitives that let the cycle live on the Opp.

The RFP and proposal cycle lives on the Opp when the CRM ships three primitives together: a Docs surface for the content and the final document, a Products surface for the pricing and the quote, and a Strkr AI assist layer that sees the deal and the content and the pricing at the same time. Strkr ships all three natively on the same data model. The round trip across five SaaS tools collapses to one workspace, and the hours the team used to spend stitching move to writing the differentiated answers that actually win the deal.

Docs on the Opp

The RFP document lives on the deal.

Strkr Docs renders the RFP document on the Opp record. The AE opens the document from the same page the engagement history, the pricing, and the forecast live on. The content library lives in the Docs surface so the answers the AE pulls are the current answers, and the final version is attached to the Opp instead of attached to an email.

Products on the Opp

Pricing lives on the quote, which lives on the deal.

Strkr Products ships SKUs, bundles, discount tiers, approval thresholds, and multi-rate pricing on the Opp. The quote the Deal Desk approves is the quote the proposal includes. The gross-margin number the Finance team sees matches the number on the final document, and the pricing section stops being a copy-paste from a separate tool.

Strkr AI drafter

The draft sees the deal, the content, and the pricing.

Strkr AI drafts the proposal from the Opp with full context: the engagement history, the call summaries, the previous proposals, the current pricing, the content library, and the specific RFP questions. The draft comes back deal-specific, not generic, which cuts the AE edit time dramatically and raises the win rate on the questions that were previously answered by template.

Approval flow on the record

Legal, Finance, and Deal Desk approve one document.

The approval flow runs on the Opp. Legal reviews the MSA language, Finance reviews the pricing, Deal Desk reviews the margin. All three approve the same document version, and the audit log captures every change. The hand-off errors between the content repository, the CPQ, and the proposal tool stop because the three live on one record.

Content library

The answer library is a Strkr Docs collection.

The RFP answer library lives in Strkr Docs as a collection with ownership, review cadence, and change history. The content SME updates once, the AE pulls the current version, and the "which answer did we send last time" question gets answered on the record. The quarterly library reconciliation becomes a review cycle instead of a rebuild.

Win and loss tie-back

Lost RFPs feed back into the library.

When an Opp closes, the RFP responses, the final proposal, and the loss reason are all on the same record. The RFP SME team runs quarterly analysis on which answers correlate with wins and which with losses. The library strengthens over time because the feedback loop is in-tool, not a judgment call.

What the RFP team actually does on Strkr

The weekly workflow when the stack collapses.

An RFP response team at a 50 to 500 person B2B company usually runs with one SME lead plus two or three contributors from Product Marketing, Security, Legal, and Finance. On the classic five-tool stack the SME lead spends more time on tool coordination than on content quality. On Strkr the workflow collapses to one workspace and the hours move back to content. The cards below describe the weekly workflow for the RFP SME team on Strkr.

Monday intake

New RFPs enter the queue on the Opp.

Monday the SME lead reviews the new RFP intake on the Opps where RFP Required is checked. Each one has the RFP document, the deal context, the Deal Desk approval status, and the recommended-answer draft from Strkr AI already attached. The lead triages by deadline and complexity in one view.

Tuesday drafting

Strkr AI drafts; SMEs refine.

Tuesday the SME contributors refine the Strkr AI drafts. The draft arrives deal-specific because the AI saw the Opp. The SME contributors edit the specifics (vertical references, use-case nuance, specific product fit) and the content library updates in-place when the SME marks the answer as reusable.

Wednesday approval

Legal, Finance, Deal Desk sign off together.

Wednesday the approval flow fires. Legal reviews the MSA language, Finance reviews the pricing, Deal Desk reviews the margin. The audit log captures every change and the comment thread lives on the record. The approval chain closes in a day instead of a week because the reviewers see the same document.

Thursday submission

The final document goes to the customer from the Opp.

Thursday the AE sends the final proposal from the Opp. The send event logs on the engagement timeline, the file version is attached to the record, and the forecast stage moves on the submission trigger. The AE moves on to the next deal without a copy-paste out of a separate proposal tool.

Friday retro

The win and loss tie-back feeds the library.

Friday the SME lead opens the quarterly RFP retrospective view: wins vs losses by vertical, by question category, by answer version. The content library strengthens because the feedback loop is on-platform. The next week opens on a cleaner library than the previous week.

Monthly audit

Content SMEs review their sections.

Monthly the Product Marketing, Security, Legal, and Finance SMEs review their sections of the content library. The review cadence lives in Strkr Docs with ownership and change history. The quarterly library reconciliation that used to burn a week stops because the review is a monthly review instead of a quarterly rebuild.

Why Strkr AI changes the RFP economics

The hours saved per RFP when the AI sees the full deal.

The proposal and RFP tools that shipped AI drafting in the 2023 to 2025 window drafted from the content library because that was the data the tool could see. The drafts came back generic, the AE edit time per response stayed roughly the same, and the AI premium line on the subscription did not pay back in productivity. Strkr AI drafts from the full data model: the Opp, the engagement history, the call summaries, the previous proposals, the current pricing, the content library, and the specific RFP question. The drafts come back deal-specific, which is where the hours actually come from. The cards below quantify the hours.

Discovery hours

Call summaries land in the draft automatically.

Strkr AI pulls the discovery findings from the call summaries on the Opp. The vertical references, the use-case language, the stakeholder names and roles all land in the draft automatically. The AE stops rewriting discovery into the proposal because the proposal starts from the discovery.

Pricing hours

The quote attaches to the proposal.

The Strkr Products quote attaches to the proposal with the current SKUs, quantities, discounts, and terms. The gross-margin number the Deal Desk approved is the number on the proposal. The copy-paste from the CPQ stops and the Finance reconciliation on the signed contract stops.

Content hours

Reusable answers pull from the Docs library.

Strkr AI pulls the current security answer, the current compliance language, the current product capability description from the Docs library. The AE stops hunting through SharePoint for the latest version. The content SME updates in one place and every subsequent proposal uses the current version automatically.

Approval hours

Legal and Finance review one document.

The Legal and Finance reviewers approve the same document on the same record. The hand-off errors between the content repository, the CPQ, and the proposal tool stop. The approval chain closes in a day because the reviewers see one source and the audit log captures every change.

Formatting hours

Templates render from Strkr Docs.

The proposal template lives in Strkr Docs with the brand styling, the section structure, the header and footer, and the dynamic fields. The AE picks the template on the Opp, Strkr AI fills the fields, and the formatting hours drop to zero. The template update propagates to every subsequent proposal.

Submission hours

Send and track on the Opp.

The final proposal sends from the Opp with view-tracking and signature-tracking. The engagement timeline captures the send, the open, the signature, and any follow-up conversation. The AE stops reconciling who opened the proposal because the engagement history lives on the record.

Head-to-head

Strkr vs the classic RFP and proposal stack.

The classic RFP and proposal stack is Loopio or Responsive plus PandaDoc or Proposify plus Salesforce CPQ plus SharePoint plus Salesforce. Five tools, five admin consoles, five sync problems. Strkr ships Docs, Products, and the Strkr AI assist layer on the same CRM so the RFP cycle lives on the Opp.

Feature Strkr Loopio + PandaDoc + CPQ + SharePoint
Where the deal lives Strkr Opp CRM (separate from RFP and proposal tools)
Where the RFP document lives Strkr Docs on the Opp RFP response tool (Loopio, Responsive, Qvidian)
Where the proposal lives Strkr Docs on the Opp Proposal tool (PandaDoc, Proposify)
Where the pricing lives Strkr Products on the Opp CPQ (Salesforce CPQ, Conga, DealHub)
Where the content library lives Strkr Docs collection SharePoint or Google Drive
AI drafting context Full deal plus content plus pricing Content library only
Approval flow Native on the Opp with audit log Stapled across proposal tool and CPQ
Win and loss tie-back Native on the Opp Manual analysis across three tools
Pricing-to-proposal reconciliation None (same record) Manual copy-paste
Admin console count One Three to five
E-signature Integrated (DocuSign, PandaDoc) Integrated in proposal tool
Annual seat cost for a 10-person RFP team Covered by Strkr seat line RFP tool plus proposal tool plus CPQ, often six figures
How teams use Strkr

How RFP-heavy teams actually run the cycle on Strkr.

The playbooks below are what Strkr customers at 50 to 500 person B2B companies actually run for RFP response and proposal creation. The common pattern is that the AE time per RFP drops meaningfully, the win rate on RFP-driven deals improves, and the content library strengthens over time because the feedback loop is on-platform.

Enterprise sales motion

Proposal cycle shortens from two weeks to five days.

A mid-market SaaS running an enterprise sales motion with regular RFPs collapsed the proposal cycle from an average two weeks to five business days. The AE stopped hunting through SharePoint, the SME contributors reviewed drafts that were already deal-specific, and the approval chain closed in a day because Legal and Finance saw one document. The quarterly RFP win rate rose because the AE spent the recovered time on the differentiated answers.

Services firm

Content library stops drifting after one quarter.

A professional services firm with a 400-answer RFP library consolidated the library onto Strkr Docs. The monthly SME review cadence replaced the quarterly rebuild. After one quarter the library stopped drifting because the content SMEs updated once and every proposal used the current version. The library is now a quality asset instead of a tech debt line.

Growth-stage SaaS

RFP SME team shrinks because Strkr AI does the first draft.

A growth-stage SaaS with heavy RFP volume shrank the RFP SME team by one headcount because Strkr AI did the first-pass draft against the content library and the deal context. The remaining SMEs reviewed drafts that were 70 to 80 percent correct instead of writing from scratch. The team shipped more RFPs per quarter with fewer people.

Deal Desk operator

Gross-margin reconciliation drops to zero.

A Deal Desk operator at a 200-person B2B company stopped reconciling the pricing on the signed contract against the pricing in the CPQ because Strkr Products was the single source. The margin number on the proposal was the margin number on the signed contract. The Finance review cycle collapsed to a sign-off instead of a reconciliation.

Legal reviewer

MSA redlines live on the record.

A Legal reviewer at a 350-person enterprise B2B company moved MSA redlines onto the Opp. The redline cycle used to span three tools (proposal tool, Word doc, email). On Strkr the redline lives on the document that lives on the deal. Legal reviews one version, approves one version, and the audit log shows every change. The MSA cycle shortened by a week on average.

Run the RFP and proposal cycle on the deal, not on a parallel SaaS stack.

Start a 14-day trial with Strkr Docs, Products, Opps, and the Strkr AI assist layer enabled on day one. The pricing page shows the per-seat line in full with no separate RFP response SKU, no separate proposal SKU, and no separate CPQ SKU to carry. Collapse Loopio or Responsive plus PandaDoc or Proposify plus Salesforce CPQ onto one data model so the RFP cycle lives on the Opp and the content library strengthens with every closed deal.

Start free trial See how Strkr Docs works
Common questions

What buyers in this bucket ask most.

What is RFP and proposal software?

RFP and proposal software is the tooling that teams use to respond to Requests for Proposal (RFPs), Requests for Information (RFIs), and Security Questionnaires, and to produce the proposal document that goes to the customer. The classic category splits into two kinds of tools: RFP response platforms (Loopio, Responsive, Qvidian) that manage the answer library and the response workflow, and proposal tools (PandaDoc, Proposify, DocuSign) that produce the final document and handle the signature. The modern approach ships both as native primitives on the CRM so the RFP cycle lives on the deal instead of in a parallel SaaS stack. Strkr ships Docs for the content and the document, Products for the pricing and the quote, and the Strkr AI assist layer that drafts the response from the full deal context.

How does Strkr compare to Loopio and Responsive for RFP response?

Loopio and Responsive are purpose-built RFP response platforms with mature answer libraries, SME workflows, and intake management. Strkr ships the equivalent primitives natively on the CRM: Strkr Docs holds the answer library as a collection with ownership and review cadence, the RFP document lives on the Opp, Strkr AI drafts the response from the deal context plus the library, and the win and loss tie-back feeds the library automatically. For most mid-market teams the Strkr native approach replaces the dedicated RFP tool because the content library plus the AI drafter plus the on-record workflow cover the capability. For teams with extremely high RFP volume (hundreds per quarter) and highly specialised intake workflows, a dedicated RFP tool may still make sense alongside Strkr.

How does Strkr compare to PandaDoc and Proposify for proposal creation?

PandaDoc and Proposify are purpose-built proposal tools with template libraries, dynamic fields, and e-signature. Strkr ships the equivalent primitives natively: Strkr Docs holds proposal templates with brand styling, dynamic fields, and section structure. Strkr AI fills the fields from the deal context. Strkr Products attaches the quote with pricing, SKUs, and terms. The e-signature integrates with DocuSign or PandaDoc for the signature only. The copy-paste from the CPQ into the proposal stops because the pricing and the proposal live on the same record. For most teams the Strkr native approach replaces the dedicated proposal tool because the template plus the pricing plus the signature all live together.

Does Strkr AI really draft better proposals than the dedicated tools?

The quality improvement is a function of the context the AI sees. The dedicated proposal tools draft from the content library because that is the data the tool has access to. Strkr AI drafts from the full deal context: the Opp, the engagement history, the call summaries, the previous proposals, the current pricing, the content library, and the specific RFP question. The drafts come back deal-specific instead of generic, which cuts the AE edit time dramatically. The content SME team sees the same effect because the AI pulls the current reusable answer from the library instead of reinventing it. The quality improvement shows up in two numbers: AE time per proposal drops, and win rate on RFP-driven deals improves because the answers are specific to the vertical and the use case.

How does the approval chain work for RFPs and proposals in Strkr?

The approval flow runs on the Opp with a configurable chain: Legal reviews the MSA language, Finance reviews the pricing, Deal Desk reviews the margin, and the SME lead reviews the content. All reviewers see the same document version, the comment thread lives on the record, and the audit log captures every change including who approved what and when. The common failure on the classic stack (Legal signs off on one version, Deal Desk approves a different version) stops because the three reviewers see one record. The approval chain is configured per deal type or per threshold (deal size, discount depth, non-standard terms) so standard deals auto-approve on the standard chain and non-standard deals route to the right reviewers.

How does the RFP answer library stay current in Strkr?

The RFP answer library lives in Strkr Docs as a collection with ownership (which SME owns the answer), review cadence (monthly, quarterly, annually), and change history. The content SMEs update once, every subsequent proposal pulls the current version automatically, and the "which answer did we send last time" question gets answered on the record. The monthly review cadence replaces the quarterly rebuild that most teams run on SharePoint. The library strengthens over time because the win and loss tie-back feeds the SMEs the information to prioritise which answers to improve. The library is a quality asset instead of a tech debt line, and the review cadence is a steady operating ritual instead of a quarterly fire drill.

How does the pricing on the proposal match the pricing in the CRM?

Strkr Products ships SKUs, bundles, discount tiers, approval thresholds, and multi-rate pricing on the Opp. The quote the Deal Desk approves is attached to the Opp as a Strkr Products record. The proposal pulls the pricing from the attached quote via dynamic fields. The gross-margin number the Deal Desk approved is the number on the proposal, which is the number on the signed contract. The copy-paste from the CPQ into the proposal stops. The Finance reconciliation on the signed contract stops. The pricing section of the proposal is a live view of the quote, not a static image, so a late-cycle pricing change updates the proposal when the quote updates.

Also built for

Related audiences.

Proposal CRM Proposal software for accounting firms Sales acceleration explained Built for Account Executives Built for RevOps

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing