Article Summary
Access AutoRFP's advanced Response Editor to refine generated drafts using editing tools, AI prompts, custom instructions, and content from your library. Search source material, apply writing actions, and use the AI Assistant to craft high-quality responses.
Estimated Time
~ 2-15 minutes per response
Prerequisites
Active project with generated responses
Editor/Reviewer role assigned or general Admin permissions
Understanding of requirement context and quality standards
Video Tutorial
Step-by-Step Instructions
Step 1: Access the Response Editor
Navigate to the Project Editor.
Locate the response you want to edit.
Click the pencil icon next to the assigned users.
The Response Editor opens with three main sections:
Drafted response (center)
Editing tools (top toolbar)
Relevant content from your library (right side)
Navigation Tips:
Use left/right arrows (bottom corner) to move between responses
Use enclosed right arrow to Approve & move between responses
Use the dislike button to improve your AI-generated responses over time
Step 2: Review Source Material
Go to the Content Tab inside the Response Editor to review the content snippets that were referenced when generating your response.
Check the trust score in the bottom left corner of each snippet, which indicates the AI's confidence level.
Use the search bar at the top for Smart Search when searching through content.
Apply filters to find content from specific sources or previous projects.
💡 What is the Smart Search in AutoRFP?
AutoRFP offers two powerful search options to help you find the right content quickly.
🔎 Keyword Search: Use for precise results by simply entering your keyword in the search bar to find exact matches across your content library.
🔎 AI Search: Press ENTER after typing your search term to activate our AI-powered search, which goes beyond exact matches to crawl through your content and surface relevant information based on context and meaning.
This dual approach ensures you can find what you need, whether you're looking for specific terminology or exploring related content that might not use your exact wording.
Step 3: Add or Use Content Snippets
Click the buttons at the bottom right of any content snippet:
Add to Response:
Adds the selected snippet to the end of your current response
Use writing actions afterward to reformulate into cohesive text
Use as Response:
Replaces current response with the selected content verbatim
Best for reusing exact previous responses that fit the requirement
Flag Content:
Removes the snippet from circulation
Sends the content snippet into the Review Queue under Content Management
Archive Content:
Moves the snippet to Archive area in Content Management
Removes it from active use (places your content snippet into a "storage locker")
Content Expiry:
Insert expiry dates for specific content snippets or create an expiry schedule
Sends the content snippet into the Review Queue under Content Management
Step 4: Generate or Improve Responses
Click the Improve button to reformat or reword existing responses.
Combine with custom instructions for best results.
Use the Writing Actions button to reference templated prompts, such as Simplify, Shorten, or fix Spelling & Grammar.
Step 5: Manage Comments
Click the Comments tab in the Response Editor.
View ongoing comment threads.
Reply, edit, or resolve comments as needed. Simply insert @ to tag and notify a team member.
💡 What are In-Line Comments?
In-line comments allow you to collaborate seamlessly within your responses by leaving notes, questions, or feedback directly on specific sections of text.
Simply highlight any portion of a response and add your comment to flag areas that need revision, ask for input from team members, or provide context for future edits. These comments stay attached to the relevant content, making it easy to track discussions and ensure nothing gets overlooked during the review process.
Step 6: Use AI Assistant (Optional)
Open the AI Assistant panel.
Start a conversation with our AI Assistant using suggested prompts or custom questions.
Ask for clarification, context, or additional information about the requirement to expand your understanding and response quality.
Copy response information or interpret it to craft more detailed answers.
Step 7: Audit Response History and Team Activity
Click the History tab in the Response Editor.
View all previous versions of the response with timestamps.
Review changes made by different users over time.
Click on any previous version to view its full content.
Restore a previous version if needed by selecting it and confirming.
Note: Version history tracks all edits, AI modifications, and approved states, providing a complete audit trail.
💡Tips & Best Practices
Flag outdated or inaccurate content immediately to prevent reuse
Be specific in AI instructions (e.g., "Focus on security features" vs. "Make it better")
Use the AI Assistant to request background context on technical terms or frameworks
Check Version History before making major changes to understand previous editing decisions
✋🏼 Common Mistakes to Avoid
Not using the AI Assistant for complex requirements—missing valuable context
Ignoring Version History when responses seem incorrect—previous versions may have better content
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