TEAMS
Proposal Management Software
AI Proposal Software That Knows Your Deal Before You Start
SiftHub AI DDQ software auto-fills due diligence questionnaire responses from your verified content library, so sales and presales teams respond in hours, close faster, and never let a DDQ stall a deal.
See SiftHub in Action
4.5 | 46 reviews
Proposal Management Software
AI Proposal Software That Knows Your Deal Before You Start
SiftHub is an AI proposal management platform that auto-drafts responses, routes reviews, and tracks every submission – embedded inside the tools your team already uses, not a separate proposal builder.
4.5 | 46 reviews
Every proposal starts with a blank page
Your team rewrites the same sections, searches the same drives, and asks the same SMEs — every deal. SiftHub auto-drafts from your verified content library. First draft ready in minutes.
SME bottlenecks are killing your deadlines
Proposal cycles stall when SMEs are unavailable. One missing review holds up the entire submission. SiftHub routes only what needs SME input. Everything else drafts automatically.
One-size-fits-all won’t win complex deals
Templated responses signal you didn't read the brief. SiftHub pulls from CRM data, call transcripts, and deal history to tailor every response to the specific buyer.
Auto-draft proposals from your verified content library
- Get a first-draft proposal generated from your approved Q&A library, past submissions, and product documentation; ready to review, not write
- See alternative content sources side by side and select the best fit in one click
- Respond to proposal requests in 50+ languages (French, German, Spanish, and more) inside the same workflow, without a separate translation tool
- Trace every AI-generated section back to its original source, no guessing what made it into the draft
- Submit proposals built from verified, SME-approved content every time
Run bid/no-bid decisions before committing resources
- Get a one-click analysis of solution fit, competitive signals, timeline pressure, and risk profile for every incoming proposal request
- Upload any format – PDF, Word, or Excel – and receive a clear bid or pass recommendation with supporting rationale
- Walk into the bid decision meeting with a full briefing ready, not a two-day internal review process
- Focus proposal resources on opportunities your team can win, not every request that arrives
Keep every stakeholder aligned before the proposal goes out
- See all open tasks – sections pending review, approvals waiting on sign-off – in a single view
- Reassign ownership from inside the proposal document without switching tools
- Leave comments on specific sections, so stakeholders have full context, no separate email thread needed
- Keep every stakeholder on track without a status meeting or a follow-up Slack chain
- Ensure every proposal goes out with approved messaging, current product positioning, and on-brand proof points – regardless of who built it
Build buyer-tailored proposals with industry-specific content
- Get proposal generation software that tags knowledge by vertical so healthcare responses pull healthcare content automatically
- Give buyers industry-specific case studies, use cases, and proof points by tapping into deal context gleaned from call transcripts and CRM notes
- Match proposal tone, terminology, and examples to each buyer's sector without manual filtering
- Stand behind every claim with source-traced content from your approved knowledge base
Track every proposal project from first draft to submission
- Get a live view of completed and pending tasks, sections, and approvals across every active proposal
- Keep all supporting assets – case studies, compliance certificates, technical specs – organized per deal
- Understand which proposal formats and content combinations lead to the highest win rates so every new submission builds on what's already worked
- See proposal tracking software metrics at a glance – open items, due dates, and submission status in one dashboard
- Submit on time, every time, without manual status checks
Generate deal briefs, SOWs, & executive summaries automatically
- Get a first-draft SOW, executive summary, or cover letter generated from your deal context; CRM data, call transcripts, and account history pulled together automatically
- Walk into every stage of the deal with the right document ready without asking an SE to write it from scratch
- Keep every output consistent with your approved messaging, product positioning, and proof points
- Adapt the same deal context into different document formats without rebuilding the brief each time
For Presales & SE Teams
RFPs, technical docs and meeting prep - drafted and ready before your team even opens them. Focus on strategy and customization, not production.
Solutions for Presales >
For Sales Teams
Get instant answers, meeting prep, and buyer-tailored collateral without waiting on SEs. Every rep shows up prepared - every time.
Solutions for Sales >
For Bid & Proposal Teams
Automate intake, question extraction, drafting, and review workflows. Manage the full RFP lifecycle with governance and audit trails.
Solutions for Bid & Proposal >Sift through our connectors
Our out-of-the-box Connectors and customizable options ensure a tailored experience to your business needs from Day 1.
Slack
Salesforce
Hubspot
Drive
Highspot
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Zendesk
SharePoint
Teams
Here’s what our customers have to say about SiftHub
We're able to do more with less...being able to absorb 300% increase in bid volumes without having to hire a bunch of people. [The accuracy] on the responses on first pass almost doubled from our previous tool.
1.5x
Increase in RFPs handled per month
48 hrs
Saved per week
400+
Technical queries answered per month
Gordon Thompson
EVP Presales & Business Strategy, Sirion
Our teams need instant, perfect clarity on every product detail, every time. SiftHub delivered that for our sales and solutions teams, eliminating the friction of finding and surfacing information.
50%
Reduction in RFP Turnaround Time (TAT)
70%
Saved per week
>10-day
Completion of implementation & onboarding
Srikrishnan Ganesan
Co-founder & CEO, Rocketlane
SiftHub's AI platform has helped us realize massive time savings on RFP and information security responses, boosting overall sales productivity, helping our GTM teams close deals faster
14+ hrs
Saved per project
8x
Saved per week
90%
Automated questionnaires
Peter Kyranakis
VP of Solution Consulting & Sales Enablement, Allego
Our reps know the software. What SiftHub gives them is the story – the right customer example for the right industry, told in the right language, every single time. That's not a small thing. That's what wins technical deals.
1.5x
Productivity improvement per rep
50%
Saved per week
65%
Reduction in first-pass time
Bikash Mohanty
Vice President - Solution Consulting & Product Strategy, Zycus
I think it took us just a few days to get everything imported, everybody set up. Now, if I get an email from a CISO that says, 'Hey, I've got a few questions,' it helps us get 95% of the way there.
5x
Faster response turnaround times (TAT)
90%
Saved per week
100%
RFP submission hit rate
Jose Diaz
Principal Sales Engineer, ActivTrak
Frequently Asked Questions
What is proposal management software?
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Proposal management software, also called a proposal tool or proposal automation software, automates the process of building, reviewing, and submitting business proposals. It replaces manual drafting, disconnected drives, and email-based review cycles with a governed workflow that generates first drafts, routes approvals, and tracks every submission. SiftHub is an AI proposal management platform that auto-drafts 90% of proposal content on first pass and works inside Excel, Word, Google Docs, and vendor portals.
How does AI proposal software generate first drafts?
SiftHub's AI drafts proposals by pulling from your verified content library i.e. past submissions, approved Q&A pairs, product documentation, SME-reviewed answers, call transcripts, and CRM notes. Every generated section traces back to its source. Reviewers see the origin alongside the draft, so the team approves with confidence rather than re-checking from scratch. If SiftHub can't find a verified source, it flags the gap rather than fabricating content.
How does SiftHub use deal context to customize proposal responses?
SiftHub pulls context from your CRM, past interactions, call transcripts, and deal history to tailor proposal responses to the specific buyer. Instead of generic answers, your team gets responses shaped around the prospect's industry, requirements, and deal stage – ready to review and send. Every response still traces back to a verified source in your content library, so customization never comes at the cost of accuracy.
How is SiftHub different from proposal tools like Proposify or PandaDoc?
Proposify and PandaDoc are proposal builders – they help sales teams design, brand, and send proposals using templates and e-signatures. SiftHub is an AI proposal response platform – it helps presales and bid teams generate accurate, source-traced, buyer-tailored proposal responses from a governed content library. If your challenge is designing a polished document, Proposify solves that. If your challenge is responding to complex RFPs, security questionnaires, and technical proposals with accuracy and speed, SiftHub is built for that job.
What makes the best AI proposal software for presales and bid teams?
The best AI proposal software for presales and bid teams combines deal-context awareness, a governed content library, and native integration with the tools teams already use. SiftHub pulls from CRM data, past submissions, and SME-approved content to generate responses tailored to each buyer, not recycled from the last deal. It works embedded inside Word, Excel, Google Docs, and Slack, so teams respond faster without changing their workflow.
How is SiftHub different from other proposal software like Loopio or Responsive?
SiftHub is AI-native, not AI bolted on. Where legacy proposal tools were built as content libraries that later added AI features, SiftHub was designed from the ground up as an agent-driven platform. It works embedded inside your existing tools rather than requiring teams to work inside a separate portal. It also goes beyond proposals: SiftHub handles RFPs, security questionnaires, deal briefs, and sales collateral from the same knowledge layer. Every answer is source-traced, so your team submits with confidence rather than guesswork.
AI RFP software that works where you work
