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Tender and RFP response assistant

Answers the bid team's questions about a tender pack, checks the requirements against the firm's cleared case studies and drafts answers from the approved library for review.

InternalWeb chatYour data Your knowledgeAnswers from your dataSummaries
Live demo

Talk to Ivy at Pellbridge Consulting

Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Tender packs run to hundreds of pages, and the rules that can knock a bid out hide in the small print. Bid managers lose days finding page limits, case study rules and past answers while the deadline gets closer.

How it works

  1. Reads the full tender pack, including instructions, evaluation criteria and questions
  2. Answers the bid team's questions and names the section it is quoting
  3. Checks each requirement against the firm's case studies, CVs and certificates, and flags gaps early
  4. Drafts answers from the approved answer library, marked for the right partner to review
  5. Tracks the clarification and submission deadlines and reminds the bid team
  6. Never submits a bid or sets a price, which stay with the bid manager and lead partner

What it connects to

  • Document management
  • Bid answer library
  • Case study register
  • Email
  • Team chat
Sample chat
  1. Hannah (bid manager)Ivy, what's the page limit for the technical proposal on the Merrowgate tender, and do the CVs count?
  2. AgentThe technical proposal is capped at 20 pages. CVs go in Appendix B and don't count, but each one is limited to two pages under section 4.3 of the instructions.
  3. Hannah (bid manager)We need three insurance case studies. What have we got?
  4. AgentTwo are cleared for tenders: the Quillhaven Life claims review from 2025 and the Tallowmere General operating model from 2024. The 2023 broker review isn't cleared, so I've flagged the gap to Priscilla to find a third.
  5. Hannah (bid manager)OK. Can you draft question 7 on data security?
  6. AgentDone. It's drafted from our approved security answer, changed from our usual 180 days to the 90 day data deletion the tender asks for, and marked for Marcus to review. Clarification questions close Tuesday at 5pm if you want to check that rule.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.

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