RFP Gap and Risk Review

How does it work?

RFP Gap and Risk Review helps you cut through dense requirements documents and surface what matters. Ask questions like:

• What are the main risks in this RFP?
• Are there any requirements we can't meet based on our standard capabilities?
• What's missing or ambiguous in Section 4?
• Flag any terms that would need legal approval.
• What clarification questions should we send to the issuer?
• Does this RFP include any unusual liability or indemnification clauses?
• How does this compare to the requirements in the Acme RFP we won last quarter?

The Assistant reviews the full document, surfaces inconsistencies and gaps, and compiles a clear issues list with source snippets—so you arrive at kickoff calls prepared with the right questions.

Who uses RFP Gap and Risk Review?

RFP Gap and Risk Review is built for teams who evaluate and respond to RFPs under tight deadlines:

• Proposal Managers triaging incoming RFPs and assigning response priorities
• Sales and BD Teams deciding whether an opportunity is worth pursuing
• Legal and Compliance flagging terms that require special approval or negotiation
• Solutions Architects identifying technical requirements that need clarification
• Finance Teams spotting pricing structures or payment terms that trigger internal review

It's especially valuable when your team is juggling multiple RFPs at once—helping you quickly separate good-fit opportunities from those with hidden landmines.

How does RFP Gap and Risk Review use your Knowledge Base?

RFP Gap and Risk Review draws on your connected sources—including past RFP responses in Google Drive or SharePoint, contract templates in Confluence, pricing guidelines, and compliance documentation—to contextualize what you're seeing in a new RFP.

When you upload or share an incoming RFP, the Assistant:

• Compares requirements against your standard capabilities and past responses
• Flags terms that have historically required legal or executive approval
• Identifies gaps where the RFP asks for information you may not have documented
• References your company's risk thresholds and deal policies

Because the Knowledge Base syncs continuously, the Assistant always works from your latest approved language, pricing, and compliance standards—so you're not chasing down outdated documents.