HomeUse casesProposals and RFP responses

On requestSales & customer service, Operations & purchasing

Proposals and RFP responses

A first draft of a proposal or RFP response in your own template, with answers taken from your past responses and documents.

On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative request. Your agent works on your own systems and records.

Good for: Sales & customer service, Operations & purchasing
Industries: Construction & trades, Professional services

Proposals and RFP responsesWord + PDF
Sample data

Draft our response to this RFP.

You get a filled draft in your Word template, with open questions marked.
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Reads the contextReads the RFP and your past proposals and documents, with the access you granted and no more.
  2. Prepares the draftDrafts a filled draft in your Word template, with open questions marked.
  3. Waits for your decisionThe draft goes to an approval card. Nothing is sent or changed until a person approves it.

SYSTEMS IT CONNECTS

Works with what you use.

  • Word
  • PDF

Connector availability, data scope and permitted actions are confirmed for your systems before deployment.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Drafts only until you approve

Nothing goes to a customer, vendor or the public on its own.

Least access

It reads only the sources this job needs.

On the record

Each draft keeps its sources and who approved it.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.