Sales

AI-Powered Proposal Builder

From parsing RFP requirements to assembling tailored proposals, pulling case studies, and managing approval workflows — Lumi agents build winning proposals end to end with full content traceability.

Proposal Pipeline
Live
6
In Progress
3
Review
18
Submitted
RFP-2201
Enterprise SaaS — Fortune 500 healthcare
Critical
RFP-2198
Technical requirements — 47 sections mapped
In Progress
RFP-2195
Pricing model — competitive analysis pending
In Progress
RFP-2192
Compliance section — SOC2/HIPAA responses needed
Critical
RFP-2189
Submitted — executive summary auto-generated
Submitted
70%
Faster Turnaround
5
Pipeline Stages
85%
Win Rate Lift
100%
Brand Compliance
Agentic Intelligence

RFPs are sprawling and high‑stakes.
Lumi builds proposals that win.

Hundreds of requirements sections, compliance questionnaires, pricing models, and executive summaries — each needing domain expertise, competitive awareness, and brand consistency. Lumi agents handle it all.

300+
Sections auto‑populated per proposal
Requirement Extraction
Parses complex RFP documents to extract and categorize every requirement, compliance mandate, and evaluation criterion — building a structured response matrix automatically.
<30s per RFP
Content Library Matching
Intelligently matches requirements to your existing content library — case studies, technical specs, and past winning responses — ensuring consistent, high-quality answers.
Semantic search
Competitive Intelligence
Analyzes competitive landscape and win/loss history to recommend positioning strategies, differentiators, and pricing approaches for each opportunity.
Data-driven
Pricing Optimization
Builds data-driven pricing models based on deal size, competitive benchmarks, and historical win rates — optimizing margins while maximizing win probability.
Margin optimization
Compliance Response
Auto-generates responses to security questionnaires, compliance requirements, and regulatory mandates using your certified documentation and audit reports.
SOC2/HIPAA ready
Executive Summary Generation
Crafts compelling executive summaries that highlight key differentiators, align with client priorities, and maintain brand voice consistency across every proposal.
Brand-aligned
The Challenge

Proposal building is a scramble

Sales teams juggle fragmented content, inconsistent messaging, and tight deadlines to assemble proposals. Requirements get missed, pricing lacks rigor, and win rates suffer from reactive, last-minute assembly.

Today
Manual assembly, reactive scramble
Manual requirement parsing across hundreds of RFP pages
Copy-paste content reuse with outdated case studies
Inconsistent pricing with no competitive benchmarking
Last-minute reviews with no structured approval workflow
With Lumi
Intelligent, proactive, and fully traceable
AI-parsed requirements with structured response matrices
Intelligent content matching from your knowledge library
Data-driven pricing with competitive analysis built in
Automated review workflows with approval tracking
How It Works

A five-stage proposal pipeline

Lumi agents process each RFP through a structured pipeline — parsing requirements, matching content, assembling proposals, and managing reviews through submission.

1
RFP Intake
RFP document ingested, parsed, and requirements extracted into structured format
2
Requirement Mapping
Each requirement mapped to capabilities, compliance items, and response owners
3
Content Assembly
Responses drafted from content library, case studies, and competitive positioning
4
Review & Pricing
Proposal reviewed, pricing optimized, and approval workflow triggered
5
Submission
Final proposal packaged, formatted per client specs, and submitted on time
Agents at Work

Specialized agents for every proposal task

A coordinated team of AI agents — each handling a distinct proposal function — working together to build winning responses faster and with greater consistency.

RFP Parser
Ingests RFP documents in any format — PDFs, Word docs, portals — extracting every requirement, evaluation criterion, and submission instruction into a structured response matrix.
Content Curator
Searches your content library using semantic matching to find the best case studies, technical descriptions, and past winning responses for each requirement section.
Pricing Strategist
Builds optimized pricing models based on deal size, competitive benchmarks, win/loss history, and margin targets — recommending the price point most likely to win.
Compliance Responder
Auto-generates responses to security questionnaires, regulatory requirements, and compliance mandates using your certified SOC2, HIPAA, and ISO documentation.
Proposal Assembler
Combines all sections into a cohesive proposal document — formatting per client specifications, ensuring brand consistency, and generating executive summaries.
Quality Reviewer
Reviews the complete proposal for compliance gaps, messaging consistency, competitive positioning, and brand alignment — flagging issues before submission.
Use Cases

Where Lumi excels

Built for the operational complexity of enterprise sales — not generic document automation.

01
Enterprise RFP Response
End-to-end RFP response management — from requirement extraction through content assembly to final submission — with full traceability and approval workflows.
02
Technical Proposal Assembly
Assemble complex technical proposals by matching solution architectures, integration specs, and implementation plans to client requirements automatically.
03
Government Procurement Bids
Navigate government procurement requirements — FAR/DFAR compliance, past performance documentation, and structured pricing formats — with AI-guided accuracy.
04
Partnership Proposals
Build compelling partnership and channel proposals with tailored value propositions, revenue models, and joint go-to-market strategies for each partner.

See it in action

Walk through the full RFP pipeline — from requirement extraction to proposal submission — in our interactive demo environment.

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