Analyze RFPs. Respond Faster.

Think about RFP response from the perspective of your deal team. A customer sends you a Word document with the RFP. There's also a master service agreement, an end-user licensing agreement. Somewhere in those 60 pages are the requirements you need to address, the evaluation criteria you need to meet, and the terms you need to review. I'm going to show you how GPTfy handles this entirely within Salesforce. I have a quarterly financial document here attached to a record — a 14-page PDF from a large insurance company. The same workflow applies to any document your team receives: an RFP, a contract, a compliance questionnaire. I'm going to run a prompt — "Ask a question about a file" — against this document. I'll say: give me a summary of the key information. I'll click the icon, pull the file attached to this record, and run GPTfy. What we're doing is sending this PDF file to an LLM — in this case, Microsoft Azure. It extracts all the information from the PDF, applies the prompt, and returns a structured summary. Here are the key highlights the AI surfaced from the document. This is real information extracted from the PDF. You can see financial signals, business priorities, and operational details — all pulled out automatically. Based on this, I can figure out where they are focusing, what they are concerned about, and how to position a response that addresses their actual situation. So when I pitch or respond to them, I can say: I noticed from your filing that your priorities include these specific areas — and here is how our solution addresses them directly. The point is you are enabling your team to be far more intelligent and far more targeted. And we have all of this automated — you can set this to run for every opportunity automatically. You can run our prompts and populate deal intelligence without any manual document reading. We're eliminating the groundwork that a solutions rep or deal desk analyst would have spent reading 14 to 60 pages and figuring out what matters. Think about it: a customer sends an RFP, a master service agreement, an end-user licensing agreement. With GPTfy, the possibilities are really endless. You can do this with PDFs, Word documents, Excel, CSVs, text files — all from inside Salesforce, all against any record in your CRM.