RFP Pipeline

The RFP Pipeline view helps you track opportunities through their entire lifecycle, from incoming RFPs to final outcomes.

Pipeline Stages

Organize RFPs by stage:

Incoming

Newly received RFPs awaiting initial review:

• Upload source documents
• Begin analysis
• Assign to team members

Qualified

RFPs that have been assessed and approved for response:

• AI qualification complete
• Go decision made
• Ready for proposal work

In Draft

Active proposals being developed:

• Content being written
• Reviews in progress
• Collaboration ongoing

Submitted

Proposals that have been delivered to the client:

• Final version exported
• Submission confirmed
• Awaiting decision

Won / Lost

Closed opportunities:

• Outcome recorded
• Lessons learned captured
• Data feeds back into AI training

Pipeline Information

Each entry in the pipeline displays:

• AI Qualification Confidence — How well the RFP matches your capabilities
• Deadline Countdown — Time remaining until submission
• Key Decision-Makers — Client contacts and stakeholders
• Status Indicators — Progress and health of the opportunity

Filtering and Sorting

Find what you need quickly:

• By Stage — View specific pipeline stages
• By Deadline — Prioritize urgent opportunities
• By Owner — See your assignments
• By Score — Focus on high-potential RFPs

Pipeline Actions

Move Between Stages

Drag and drop RFPs between stages, or use the status dropdown to update.

Bulk Operations

Select multiple items to:

• Assign to team members
• Update status
• Export data

Analytics

Track pipeline performance:

• Conversion rates between stages
• Average time in each stage
• Win rate by qualification score
• Pipeline velocity trends