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

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.
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
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 -
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).