FAQ

Evaluating the Business/Productivity Software Company Smartsheet on the RFP Platform

Compare Smartsheet's project management features to Inventive AI's purpose-built AI RFP Platform. See why Inventive AI delivers 95% accuracy, 2× better quality, and a 50% higher win rate for enterprise RFPs.

When evaluating software for critical business processes like RFP response management, it’s essential to distinguish between general-purpose project tools and dedicated, purpose-built platforms. 

This analysis focuses on Smartsheet—a work management tool and compares its efficacy for RFP automation against best-in-class, AI-native solutions like Inventive AI (learn about Inventive AI benefits and their AI RFP response software solution).

Our assessment evaluates Smartsheet specifically in the context of RFP response management against four core decision criteria:

  1. Workflow Flexibility: The ability to assign tasks and track deadlines.
  2. Reporting/Tracking: Visibility into project status and team bandwidth.
  3. Integration Capability: Connecting with other business systems (CRM, storage).
  4. RFP-Specific Features: Native capabilities for content automation, compliance, and document parsing.
Smartsheet vsInventive AI

How Smartsheet Performs Against Sales RFP Automation Requirements

Smartsheet's RFP Management Template Set is a application of a project tool, leveraging sheets and dashboards to manage tasks and track progress. 

However, it requires significant manual effort and lacks the core, purpose-built intelligence of true RFP automation software.

RFP Requirement Smartsheet Capability Assessment
Workflow Flexibility Task assignment, deadlines, and real-time status tracking via sheets/dashboards. Meets Needs (Excellent for process management)
Reporting/Tracking Project status reporting, basic bandwidth visibility, and milestone tracking. Meets Needs (Good for general project reporting)
Integration Capability Wide range of integrations (e.g., Slack, Microsoft Teams, Salesforce via connectors/API). Meets Needs (Strong general business integration)
Native AI Drafting None. Relies on manual input or basic lookup functions. Lacks Functionality (Requires human effort for content generation)
Context-Aware Content Engine Simple content cataloging/canned responses via sheet data. Partially Does (Requires manual maintenance of the content library)
Complex Document Parsing Manual question extraction from Word/PDF documents. Lacks Functionality (Not built for automated RFP shredding/import)
Compliance/Auditability Manual logging of review/approval status. Partially Does (Lacks specific audit trails for regulated content)
Conflict/Stale Content Detection None. Requires manual review of response assets. Lacks Functionality

Where Smartsheet Performs Well and Key Limitations

As a flexible, general-purpose project and work management tool, Smartsheet excels at providing structure for a complex, cross-functional process like an RFP response.

Smartsheet Strengths for RFP Management:

  • Highly Customizable Sheets and Views: Enables teams to track progress, owner assignments, and status using flexible column types and Kanban, Gantt, or Grid views.
  • Strong Task Management: Features robust capabilities for assigning tasks, setting deadlines, and triggering automated notifications when status changes.
  • Good Project Reporting: Effective for generating dashboards that report on team bandwidth, potential bottlenecks, and overall project status to leadership.
  • Wide Integration Range: Connects easily with general business tools (e.g., cloud storage, communication apps) to facilitate the overall workflow.

Key Limitations of Using Smartsheet for RFP Automation

Using Smartsheet requires treating the platform as a container for the RFP, not the engine that powers the response. This reliance on custom configuration creates significant limitations:

  • Designed for project management, not purpose-built for RFP content and response management.
  • No native, sophisticated AI-powered content engine for proposal drafting (i.e., it cannot generate accurate, cited responses tailored to a question).
  • Lacks compliance and auditability features specific to regulated RFP processes (e.g., certified content version history and legal approval trails).
  • Requires significant custom configuration (and maintenance) to mimic RFP-specific workflows, increasing the administrative burden.
  • Limited capability for managing a central, version-controlled, and fresh content library that automatically detects stale or conflicting content.
  • Inability to process complex source documents (like RFPs) automatically, requiring manual data entry and question parsing.
  • How Inventive AI is Supreme Compared to Smartsheet and All Other Purpose-Built RFP Software Out There

Smartsheet vs. Inventive AI: General Tool vs. Purpose-Built Platform

Feature Smartsheet (Competitor) Inventive AI (Leader)
Context Engine Generalist GenAI: Can "generate text" in a cell based on a simple prompt, but cannot read or understand the full RFP document (PDF/Docx) or its constraints. Deep Reasoning: Ingests the entire RFP ecosystem (requirements + attachments) to write tailored answers. Delivers 95% Accuracy, with 66% of answers requiring near-zero edits.
Conflict Detection Workflow Only: Can flag missed deadlines or empty cells (process gaps), but cannot detect if your answers semantically contradict each other (content gaps). Automated Safety Layer: Instantly flags logical inconsistencies across your proposal (e.g., Security vs. Legal), ensuring 0% Hallucinations and eliminating risk.
Outdated Content Manual Updates: Relies on you to manually update the spreadsheet rows. If you copy-paste an old answer, Smartsheet treats it as valid. Semantic Detection: Auto-detects factually obsolete content based on meaning (not just dates). Catches stale compliance claims instantly. Result: 90% Faster cycles.
Quality Benchmarking Completion Tracking: Tracks "Is the cell full?" (Status: Complete), but has no way to measure "Is the answer good?" Gold-Standard Grading: We objectively grade the quality and persuasiveness of the answer against winning examples, driving a 50% Increase in Win Rate.

The fundamental difference is that Smartsheet automates the management of the people involved in the RFP, while Inventive AI automates the creation and governance of the content within the RFP.

Inventive AI is the superior alternative because it transforms the process from a collaborative spreadsheet (Smartsheet) into an intelligent, autonomous content engine. It moves beyond basic task tracking to deliver:

  • Generative AI Native: Instantly drafts highly accurate, cited, and context-aware responses (often 10X faster).
  • Content Governance: Proactively flags stale or conflicting content, eliminating the risk of using outdated information.
  • Dedicated Knowledge Hub: Unifies and organizes all institutional knowledge (past RFPs, specs, legal docs) in one smart, centralized repository.

Inventive AI is the Supreme Automated AI RFP Automation Tool

Inventive AI is designed to be the industry leader, surpassing even established, purpose-built competitors like Responsive and Loopio by leveraging next-generation, AI-native capabilities. While older tools often relied on simple content retrieval, Inventive AI’s specialized AI Agents and Context Engine deliver truly intelligent automation.

Other Players: Smartsheet, AutogenAI, Responsive, Loopio

Specialized AI-first tools, particularly Inventive AI, offer crucial features that define world-class response quality - and here’s how - 

Feature Area Inventive AI (Leader) Other Players (Legacy/General)
Response Quality 2× Better Quality & 95% Accuracy. SME-level answers with near-zero edit rates. Generic outputs requiring heavy rewriting. Smartsheet is manual-only.
Context Engine Multi-Layer Reasoning. Understands full RFP and product context for 50% More Win Rate. Shallow RAG or keyword matching. Smartsheet lacks native context.
Conflict Detection Automated Logic Checking. Flags inconsistencies instantly; saves 90% of KM time. Fails to detect internal contradictions. Requires manual auditing.
Outdated Content Real-time Freshness. Automatically catches stale or non-compliant content. Large libraries of stale data; manual cleanup is standard.
Quality Benchmarking Objective "Gold-Standard" Measurement. Continuous improvement against winning content. Lacks clear systems for measuring draft quality.
Narrative Creation Full Strategic Proposals. Generates long-form exec summaries and briefs. Limited to simple Q&A formats.
Enterprise Integrations Deep, Two-Way Connections. CRM, SharePoint, GDrive for seamless workflows. Basic or one-way; limited scope (e.g., single GDrive connection).
Compliance Collaboration Audit-Ready Structure. Built-in versioning and trails for high-stakes RFPs. Basic collaboration; lacks necessary enterprise rigor.

Summary/Recommendation

Smartsheet is flexible project management tool, but it is not a dedicated RFP automation solution. World-class response management requires a platform built specifically to handle the complexity of RFPs and proposal content—one that moves beyond workflow tracking to content intelligence. 

Inventive AI is a supreme solution by utilizing specialized AI Agents to help you not just with RFP automation (speed and efficiency) but with strategic value creation (higher quality, compliant responses, and improved win rates).