Supercharge Your RFP Workflow Directly Within Salesforce

Inventive AI — the world’s leading RFP automation platform — integrates seamlessly with Salesforce, bringing AI-driven RFP capabilities directly into your sales team’s existing workflow.

This integration empowers teams to create, manage, and track RFP projects right from their Salesforce opportunities. No more switching platforms, losing context, or duplicating effort — Inventive keeps your entire RFP process aligned with your deal pipeline, helping teams respond faster, close smarter, and win more.

How It Works

Inventive AI’s Salesforce integration embeds intelligent RFP management directly into your Salesforce environment. Using a lightweight widget, Inventive connects your opportunity data with your RFP workspace, giving sales and proposal teams full visibility into every stage of the response process — without ever leaving Salesforce.

Once installed, the Inventive AI widget can be added to Opportunity Record pages via Salesforce’s Lightning App Builder. From there, your sales team can instantly initiate and track RFP projects tied to specific deals, ensuring every opportunity includes accurate, AI-optimized responses and relevant documentation.

Inventive automatically syncs opportunity details, contact data, and product information from Salesforce into its AI engine, allowing your RFP team to generate responses with unparalleled speed and precision.

Setup is quick and effortless — install the Inventive AI app using a secure link, add it to your Opportunity pages, and activate your workspace. Within minutes, your sales and RFP teams can collaborate seamlessly, maintaining momentum from opportunity creation to deal closure.

Why Inventive AI Is the Best in RFP Automation

End-to-End RFP Automation Inside Salesforce

Manage the entire RFP lifecycle — from project creation to submission — without leaving Salesforce. Inventive brings automation, visibility, and speed directly into your CRM.

AI-Powered Response Generation

Inventive’s AI automatically generates precise, context-aware responses based on opportunity data, historical answers, and connected content sources — all within Salesforce.

Real-Time Sync Between Sales and RFP Teams

Eliminate silos with automatic synchronization of opportunity details, timelines, and status updates between Salesforce and Inventive. Everyone stays aligned, effortlessly.

Seamless Tracking and Reporting

Get complete visibility into RFP progress from the Opportunity dashboard. Monitor deadlines, reviewer status, and submission timelines without manual tracking.

Secure and Enterprise-Ready

Inventive uses Salesforce’s native authentication and permissions framework, ensuring enterprise-level compliance, data security, and scalability across all teams.

Use Cases

1. Launch RFPs Directly From Opportunities

Sales teams can initiate new RFP projects tied to specific Salesforce opportunities in just one click — ensuring every deal gets the right response, fast.

2. Sync Customer and Deal Data

Inventive automatically pulls relevant customer details, account information, and opportunity context from Salesforce to personalize RFP responses instantly.

3. Improve Sales–Proposal Collaboration

Break down barriers between sales and RFP teams. Both can now collaborate in real time, sharing data, insights, and updates directly through Salesforce.

Also Read : Sales Proposal AI: What to Look For to Transform Your RFP Process

4. Accelerate Deal Closures

By uniting opportunity management and RFP automation, Inventive shortens response cycles, enhances accuracy, and helps sales teams close high-value deals faster.

What Teams Gain

✅ Up to 90% faster RFP-to-deal cycle times
✅ Instant, AI-generated RFP responses directly within Salesforce
✅ Unified visibility across opportunity and proposal progress
✅ Elimination of duplicate data entry and manual coordination
✅ Higher win rates through accuracy, speed, and personalization

Inventive AI doesn’t just connect with Salesforce — it supercharges it.
By uniting your deal pipeline with your RFP automation workflow, Inventive empowers teams to respond faster, collaborate smarter, and win more business — all without ever leaving Salesforce.

Inventive is not just another integration — it’s the gold standard for intelligent, enterprise-grade RFP automation, trusted by sales-driven organizations worldwide.

See It in Action

Experience Inventive + Salesforce

Discover how Inventive AI transforms Salesforce into an intelligent, AI-driven RFP command center — enabling teams to manage deals and responses from a single, seamless workspace.

Book a Demo