Question 1

What is OptiRFP?

Accepted Answer

OptiRFP is an AI-powered RFP response platform that helps businesses analyze requests for proposals, generate tailored proposal drafts, and manage the entire proposal lifecycle — reducing response time by up to 93%.

Question 2

How does the AI RFP analysis work?

Accepted Answer

Upload your RFP document (PDF, DOC, DOCX, or TXT) and our AI extracts key requirements, deadlines, evaluation criteria, and compliance items. It then generates a structured summary so your team can quickly assess fit and begin drafting.

Question 3

What's included in the free tier?

Accepted Answer

The Starter plan is free forever and includes 6 projects per year, AI RFP Summary, Proposal Outline, and Basic Proposal Draft features. No credit card required to get started.

Question 4

How do I create my first project?

Accepted Answer

After signing up, click "New Project" on your dashboard. Upload an RFP document, give the project a name, and OptiRFP will immediately begin analyzing the document and generating an initial summary.

Question 5

What's the difference between Starter, Growth, Business, and Enterprise?

Accepted Answer

Starter is free with 6 projects/year. Growth ($199/mo) offers 36 projects/year with enhanced AI and unlimited users. Business ($499/mo) includes 120 projects/year, Proposal Evaluation, API access, and CRM integrations. Enterprise is custom-priced with unlimited everything, SSO, dedicated CSM, and white-label options.

Question 6

Can I upgrade or downgrade my plan?

Accepted Answer

Yes — switch plans at any time from your account settings. Upgrades are prorated for the remainder of your billing cycle. Downgrades take effect at the end of your current billing period.

Question 7

Do you offer annual discounts?

Accepted Answer

Yes! Save 10% with annual billing. Growth drops from $199/mo to $179/mo, and Business drops from $499/mo to $449/mo.

Question 8

What's your refund policy?

Accepted Answer

We offer a 14-day free trial on paid plans — no credit card required. If you cancel within the trial period you won't be charged. After that, subscriptions are non-refundable but you retain access until the end of your billing period.

Question 9

How accurate is the AI proposal generation?

Accepted Answer

Our AI produces high-quality initial drafts by combining industry best practices with the specific requirements extracted from your RFP. All generated content is fully editable so your team retains complete control over the final proposal.

Question 10

Can I edit AI-generated proposals?

Accepted Answer

Absolutely. Every AI-generated section — summaries, outlines, and full drafts — can be reviewed, edited, and refined directly in the platform before exporting.

Question 11

What file formats do you support?

Accepted Answer

OptiRFP accepts PDF, DOC, DOCX, and TXT files for RFP uploads. Proposals can be exported in multiple formats including PDF and DOCX.

Question 12

Is there a limit on team members?

Accepted Answer

The Starter plan is single-user. Growth, Business, and Enterprise plans all support unlimited team members with role-based access control.

Question 13

What security certifications do you have?

Accepted Answer

OptiRFP uses enterprise-grade security with data encryption in transit (TLS 1.3) and at rest (AES-256), SOC 2 Type II compliance, and regular third-party penetration testing.

Question 14

Do you offer SSO/SAML?

Accepted Answer

Yes. Enterprise plans include SSO integration with support for SAML 2.0, OAuth, and OIDC providers including Google Workspace, Microsoft Azure AD, Okta, and Auth0.

Question 15

Can we get a dedicated Customer Success Manager?

Accepted Answer

Enterprise customers are assigned a dedicated CSM who handles onboarding, training, quarterly business reviews, and serves as your primary point of contact.

Question 16

Do you support on-premise deployment?

Accepted Answer

OptiRFP is a cloud-native SaaS platform. For organizations with strict data residency requirements, we offer dedicated tenancy with data stored in your preferred region. Contact sales for details.

Question 17

How do I contact support?

Accepted Answer

Email us at support@optirfp.ai. Growth users get standard email support; Business and Enterprise users receive priority support with faster response times.

Question 18

What are your support hours?

Accepted Answer

Standard support operates Monday–Friday, 9 AM–6 PM ET. Enterprise customers with priority support have access to extended hours and faster SLA response times.

Question 19

Do you offer training or onboarding?

Accepted Answer

Yes. All plans include access to our documentation and knowledge base. Business plans include group onboarding sessions, and Enterprise plans include personalized training with your dedicated CSM.

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