B2B Proposal & RFP Drafter

The Goal: 10x Faster Enterprise Sales

Enterprise sales teams waste weeks manually answering Request for Proposals (RFPs) by copy-pasting from old documents. This blueprint uses RAG (Retrieval-Augmented Generation) to instantly scan a client's 50-page RFP, search your database of past winning proposals, and draft a highly tailored response document.

Here is the exact step-by-step blueprint to build this enterprise sales engine.

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Step 1: RFP Upload (Trigger)

Create a new scenario in Make.com. Set up a Google Drive trigger that fires whenever a new client RFP PDF is uploaded to a specific "New RFPs" folder.

Step 2: Extract & Parse Client Requirements

Add an Anthropic (Claude 3.5) module. Claude's massive context window is perfect for reading 50-page PDFs without losing details.

System Prompt (RFP Parser): You are a senior sales engineer. Read the attached client RFP document. Extract all technical requirements, compliance requests, and deliverables into a structured summary. Ignore standard boilerplate legal text.

Output strict JSON detailing the core requirements.

Step 3: RAG (Find Past Winning Answers)

To make the proposal sound like your company, the AI needs your historical data. Add a Pinecone (or Make.com built-in Vector Store) search module.

• Map the output requirements from Step 2 as the search query.
• Retrieve the top 5 most relevant "winning answers" from your past successful proposals.

Step 4: Draft the Custom Proposal

Add a second Anthropic (Claude 3.5) module. Pass it the client's requirements (from Step 2) AND your company's past winning answers (from Step 3).

System Prompt (Proposal Drafter): You are an elite enterprise technical writer. Your goal is to draft a response to the client's RFP.

Using ONLY the provided historical company data, write a compelling, 5-page executive summary and technical response that directly addresses the client's needs. Adopt a professional, confident tone. Do not invent features we do not have.

Step 5: Export to Google Docs

Add a Google Docs module using the "Create a Document" action. Map the drafted text from Step 4 directly into the new document. This allows your sales team to easily jump in, review the formatting, and make final edits before sending.

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📥 1-Click Import (Make.com Blueprint)

Don't want to build this from scratch? Download our pre-configured Make.com JSON file below.

Download RFP Drafter Blueprint .JSON