From your first upload
to a reviewed draft.

1. Preview or set up your full project

You can preview one RFP after verifying your email. The preview supports one searchable PDF up to 10 MB and 100 pages, reviews selected pages, and returns up to ten source-linked requirements and a short draft using your company facts. Full analysis and exports require a credit pack.

Create an account and purchase a credit pack. Existing users can purchase more credits in Credits & billing. One credit covers a new analysis; drafting and exporting existing projects remain available for paid accounts after the balance reaches zero.

2. Upload the solicitation

Open New RFP and select a text-based PDF or a ZIP of PDF files. Include the statement of work, submission instructions, evaluation criteria, and relevant attachments together. Each uploaded file can be up to 50 MB.

Use searchable documents when possible. Scanned pages, complex layouts, and missing attachments can reduce the usefulness of extraction. Keep the originals available for review.

3. Check the requirements

Review the matrix by Section C (scope of work), L (submission instructions), M (evaluation criteria), and Other. Search for specific terms and expand a row to see the source excerpt and add notes.

Accept requirements you want to retain and reject suggestions that do not belong. A model confidence score is an AI estimate, not measured extraction accuracy. Source page references appear only when the excerpt can be located in extracted page text; a dash means the page is unverified.

Use Save review to synchronize edits to your account. Download backup creates a portable JSON copy. The save indicator tells you when the account write has succeeded.

4. Supply company facts and draft your response

Add your company name, capabilities, actual past-performance projects, key personnel, and relevant identifiers. Use real records. Missing facts should remain clearly marked fields for your team to complete.

Generate a proposal draft, edit the content, and save it to the project. The requirements cross-reference shows where IDs appear in the draft; it does not prove that the response satisfies the requirement. Review the substance, submission instructions, and final formatting.

5. Export for your team

Export the requirements matrix to Excel or CSV. Export your proposal to Word, PDF, or text. Document branding in the workspace controls the company logo, header, and footer. Confirm the final document’s pagination and volume limits in the exported file.

How your project information is handled

Document text and the company context used in a generation request are sent to the configured AI provider for processing. Extracted text, requirements, company information, and generated work may be stored with your account. The current browser also caches project data to support the active workspace.

Company supporting documents and branding assets are stored by the application. Do not assume project deletion removes every related file or record. Contact us to discuss retention or deletion requirements before uploading material that needs special handling.

This page describes product behavior. It does not claim a security certification or suitability for restricted government information. For questions about your organization’s requirements, contact our team.

Need help?

Include the project name, the step you were on, and the error you saw. Avoid attaching sensitive solicitation material to your first message. info@rfpextract.com