Article Summary
Upload high-quality, winning RFP responses and well-organized content to maximize AutoRFP's accuracy. This guide explains which content types work best and how to prepare them for upload.
Estimated time
5 minutes
Prerequisites
Access to your past RFP responses
Completed RFP documents (won or favorably reviewed)
Company documentation (policies, product sheets, case studies)
Content Manager or Admin permissions in AutoRFP
Step-by-Step Instructions
Step 1: Prioritize Winning RFP Responses
1. Review your RFP history from the past 12-24 months.
2. Select responses that won the business or received positive feedback.
3. Prioritize recent wins (more relevant to current offerings).
4. Aim for 3-5 high-quality RFP responses as your foundation.
5. Avoid uploading drafts or rejected proposals.
Step 2: Use Clear and Specific Language
1. Review content for clarity before uploading.
2. Ensure terminology is straightforward and specific (e.g., "ISO 27001 certified" instead of "secure").
3. Remove or explain internal jargon unless it's industry-standard.
4. Use explicit language for technical topics (e.g., "AES-256 encryption" not just "encrypted").
5. Verify acronyms are defined on first use.
Step 3: Organize Content by Domain
1. Identify your primary domains: products, services, regions, compliance areas, industries.
2. Group content by these domains using categories and tags (e.g. separate folders for Healthcare, Finance, Government).
Step 4: Keep Content Concise
1. Review content length before uploading.
2. Split content exceeding 1,000 words into smaller, focused sections.
3. Aim for content between 10-300 words per section.
4. Break long responses into individual Q&A pairs:
Question: "What is your data retention policy?"
Answer: [Focused 100-200 word response]
💡Tips & Best Practices
Create a tagging system before uploading (products, regions, services)
Use consistent category names across all content
Document your categorization logic for team consistency
✋🏼Common Mistakes to Avoid
Including rejected proposals in your library
Forgetting to categorize content during upload
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en