A complete operating system for proposal and bid teams
One platform to handle the work that proposals depend on
Shred any proposal document in minutes
- Parses RFPs, RFQs, and security questionnaires
- Extracts deadlines, submission formats, and evaluation criteria
- Outputs a compliance matrix ready for assignment
Know which bids are worth pursuing
- Scores RFPs and RFIs against your win criteria
- Flags security, compliance, or resource misalignment
- Gives your team a data-backed go/no-go recommendation
First drafts grounded in your best past responses
- Searches past RFPs, case studies, and compliance content
- Generates responses in your voice with source citations
- Highlights sections that need human review
Route the right questions to the right experts
- Routes RFP and questionnaire sections to the right SMEs
- Supports structured review stages—Pink, Red, Gold
- Merges feedback into a single clean draft
Connects to the tools your team already uses
Meet the teams getting real AI wins
Secure, governed, and ready for enterprise
Frequently asked questions
Cassidy automates responses for RFPs, RFIs, RFQs, security questionnaires (SIG, CAIQ, HECVAT), DDQs, and more. If it involves pulling from past responses and approved content, Cassidy can help.
Cassidy ingests RFPs and questionnaires in any format—Word, PDF, Excel, CSV, or directly from procurement portals. Your content library works the same way: sync documents from SharePoint, Google Drive, Confluence, OneDrive, and more. Cassidy keeps everything up to date automatically as files change at the source.
Cassidy shreds your RFP into individual requirements, searches your content library for matching answers, and generates first-draft responses with citations to source material. Your team reviews and refines—rather than starting from scratch.
Cassidy uses semantic search—not keyword matching—so it understands the meaning behind each question and finds relevant content even when the wording is different. It pulls from multiple sources: your approved answer library, legal-reviewed language, past proposals, case studies, CRM data, methodology docs, and even live web research when needed. The result is a response grounded in your best content, not a rigid one-to-one match.
Yes. Cassidy pulls from your past proposals, case studies, and approved content to generate responses that match your voice and win themes. You can also define explicit instructions, style guidelines, and terminology rules so every response stays on-brand.
Yes. You can configure Cassidy to tailor responses by industry, product, geography, or language—adjusting tone, compliance language, SLAs, and feature details automatically based on the context of each bid.
Yes. Cassidy can generate responses formatted to match your branded proposal templates, ensuring consistent styling, headers, and layout across every submission.
Cassidy syncs with your document sources—SharePoint, Google Drive, Confluence, and more—so your Knowledge Base always reflects the latest versions. You can also flag outdated content for review.
Cassidy automatically assigns sections to the right reviewers—security, legal, product, finance—based on topic. It tracks sign-offs, follows up on outstanding reviews, and compiles feedback into a single version-controlled draft.
