Win more deals by streamlining your Request for Proposal (RFP) response process. Centralize the full RFP lifecycle within Salesforce to replace fragmented, manual workflows. Receive RFPs directly from your email, upload documents up to 10 MB, and extract specific fields. Use generative AI to structure client goals, budgets, and due dates into an editable RFP summary automatically.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Media Cloud — Growth or Media Cloud — Advanced. This feature requires an Agentforce license.