RFP Automation

The only RFP and questionnaire automation solution that delivers 95%+ answer accuracy

Learn why customers are switching from RFP automation solutions like Loopio and Responsive to DocketAI and achieving increased win-rates, shorter sales cycles and higher sales productivity.

Scale expertise not headcount

Join other forward-thinking sales teams in reimagining revenue workflows for your RFPs, RFIs, and security questionnaires.

SALES ANSWER 
ACCURACY
95%

95% answer accuracy with 85%+ coverage

Driven by unification of sales information from multiple sources into our proprietary Sales Knowledge LakeTM (SKL). This centralized knowledge hub empowers sales teams with instant, accurate and verifiable RFP, RFI and questionnaire responses.

Increase IN
win rates
12%

Continuous learning from winning RFPs

DocketAl's SKL based architecture is designed to continuously learn from the best performing RFPs and SMEs. This ensures that your company's RFP/RFI/questionnaire knowledge base evolves and improves over time, automatically.

SHORTENED
SALES cycles
10%

Easy to use, seamless to administer

DocketAl's RFP automation is easy to setup and use. The system is ready to use within 3 hours of deployment. Our simple automated workflow produce buyer ready RFP, RFI and questionnaire documents in minutes and natively support multiple formats and multiple languages.

Finally, AI that speaks sales - with precision other platforms can't match

Join leading sales teams in increasing proposal success with DocketAI’s high-precision, context-aware responses tailored for your RFPs, RFIs, and security questionnaires.

Sales and GTM-specific concept learning

DocketAI’s Sales Knowledge Lake™ combines your historical winning proposals with internal expertise, leveraging tribal knowledge to deliver highly accurate, buyer-ready answers.

Built-in confidence scoring and source attribution

With built-in AI-powered confidence scores and source attribution, you decide which responses are good to go, and which ones need to be reviewed.

Real-time data ingestion and answer generation

DocketAI seamlessly ingests new data from multiple sources, including platform updates and team conversations. Its adaptive engine ensures responses are always up-to-date and aligned with the latest insights.

Learn from wins in real-time

See your win rates climb as DocketAI learns and refines iterates answers in real-time for all your RFPs and questionnaires. 

Ability to learn from previous winning proposals

DocketAI evolves by continuously learning from your past successful deals, and refining responses to reflect winning strategies without manual input.

Ability to select SMEs and prioritize their responses for answer generation

DocketAI captures and mimics the expertise of your top sales engineers, delivering responses that replicate their high-impact strategies to increase win rates.

Easy to use—at 1/3 the cost

Reduce overhead and move faster than your competitors, turning proposals from a detractor into an advantage.

Answer 200+ question in <3 minutes

DocketAI generates first drafts in minutes, automating up to 90% of responses on the first attempt, significantly reducing manual drafting time compared to Loopio or Responsive.

Support for RFP and questionnaires multi-tabbed and unstructured formats

DocketAI processes RFPs without the need for pruning or manual prep. Simply upload and submit for a fully automated process.

Multi-lingual and format flexibility

DocketAI understands different languages and file formats, ensuring seamless response generation for questionnaires regardless of format or language.

“My Team Got Up to Speed in Just a Few Hours.”

Sales Enablement tools have an unusually long implementation time, and I hate that. But with Docket, it's been an absolute breeze. My team got up to speed in just a few hours. It's not just the product itself that has me excited, but the future plans too.

Krati Seth

Head of Global Sales Enablement, Whatfix

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Krati Seth Whatfix

“Empowering Teams with Instant Knowledge”

Product marketing teams are constantly being riddled with asks about competitors, the market, the product features,  assets that are available. It is VERY time consuming and distracting to address all of these questions ad hoc - especially as they are often posed with urgency, while the conversation with a customer is taking place. DocketAI solves this problem in a way that is intuitive and  familiar - conversationally and on demand.

Ruth Zive

CMO, Liveperson

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Ruth Zive Liveperson

“Ramping Up Reps, Rapidly: From New to Expert, Effortlessly”

I was struck by how quickly we could get new sales people up to speed on both our service offerings as well as industry knowledge with the accurate answers that Docket provides.

Henson Gawliu

EVP & CMO, MachIntel

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Henson Gawliu MachIntel
comparison

The only GenAI RFP solution purpose-built for sales

Loopio
Features
Product Vision
AI Sales Engineering Teammate
RFP automation platform
Automated AI answers for questionnaire completion (first pass)
90% completion rate
Limited completion
2-step first draft generation
Automated maintenance of response library
Yes, with the integration of tribal knowledge and sales tools
Requires manual maintenance
Sales-specific data extraction, cleansing, and vectorization for responses
Requires manual cleansing
Time to complete first draft of 200+ question questionnaire
<3 minutes
Hours
Nuanced, buyer-ready responses that align with brand guidelines
Requires manual input
Continuous, real-time learning from questionnaire Subject Matter Experts (SMEs)
Responses tailored  to sales, GTM, and product knowledge concepts e.g. deal, competition, RoI, product capabilities
Real-time instant answers solution to access team knowledge 
Ranked, source-prioritized answers 
No. of integrations with sales-specific tools
100 +
Multi-format support
Multi-lingual support
Deployment support required

Architected for greater accuracy

Loopio
Features
95% answer accuracy within 2-4 weeks of training
Below 2.7% hallucination rate
5%+
Average response time
Below 3s
Self learning AI (Powered by Sales Knowledge Lake)
Quick, easy, 3-hour onboarding
Role-based access controls and single-sign-on
Does not train on user data
ISO/IEC 27001, SOC 2 Type II & GDPR compliant
Time to Value
<3 hours
48 hours - 5 days

Frequently Asked Questions

Will my data be safe?
Yes, your data is safe with DocketAI. We prioritize data privacy and security by adhering to the highest global standards, including SOC 2 Type II, ISO 27001, and GDPR certifications. With measures like data encryption, role-based access controls, and a strict policy against third-party data sharing, we ensure your information remains protected at all times.
Will my data be used to train DocketAI?
DocketAI will never use your data to train its models or enhance other customers’ answers. We are deeply committed to protecting your data and adhere to stringent data privacy and security standards.
Can I limit DocketAI’s access to select folders or channels within Google Drive or Slack?
Yes, you can give DocketAI access to just specific folders within Google Drive and specific channels within Slack. Your organization’s administrators have full control over what data DocketAI can access, and can add or remove DocketAI from channels, enable or disable automatic responses, or control user roles at any point in time. DocketAI will also delete corresponding data from channels that are no longer accessible.
What is your data retention policy?
Docket stores data securely and deletes it upon contract termination with the client.
How do you govern platform access?
Docket offers role-based access controls to restrict responses according to an organization's data access hierarchy, ensuring that data access is controlled correctly, especially in remote work environments.
Where can I learn more about your security?
You can check out how Docket keeps your data secure here.
Does DocketAI integrate with Salesforce, Gong, and other sales tools we use?
DocketAI integrates with over a 100 data sources to unify sales information and keep answers relevant, recent, and resonant. In the off chance that you’re using a product for which DocketAI does not have an out-of-the-box integration, our team can work with you to leverage DocketAI's API for setting up custom integrations.
How does DocketAI handle conflicting information from multiple sources and determine the accurate source of truth?
DocketAI's platform is designed to integrate various information sources into a single, unified knowledge graph. When it encounters conflicting data, it considers several factors to ensure the most accurate and relevant information is provided. Here are the key methods used by Docket to manage conflicting data:

‍Recency: DocketAI tracks the recency of each data element when it receives and stores it. During retrieval, newer data is weighed more heavily than older data, ensuring that the most up-to-date information is prioritized.

‍Frequency: The system checks how many times each answer has been presented in the past. It assumes that the true answer is likely to be the one presented more frequently, thus giving it higher weight.

‍Authority: DocketAI allows the designation of subject matter experts (SMEs) within its system, and answers from these trusted individuals are given more weight compared to others. Admins can also verify or edit answers to validate the accuracy of information, and verified answers are preferred over unverified accounts.

‍Explicit Call-Outs: If the system is still not able to verify answer accuracy based on these three criteria, it will explicitly call out the conflict during the answering process. This ensures transparency and allows users to make informed decisions.

These methods collectively help DocketAI to surface the most accurate and reliable information, even when conflicting data is present.
Is it built in a conversational way? What if I don't like an answer or want Docket to share answers in a specified format, like bullet points?
Yes, DocketAI is built in a conversational way. It allows users to interact with the system through natural language queries, making it intuitive and familiar. Users can ask DocketAI questions as they would to a coworker, and it will understand the question, find relevant insights, and respond with the best answers and references in the same thread. This conversational approach helps streamline interactions and makes critical information accessible in real-time within the digital channels users use day-to-day.

If you don't like an answer provided by Docket, you have the option to regenerate a new response. Additionally, if the provided answer does not meet your needs, you can rephrase the question using relevant keywords to get a better response.

You can also customize the format of the information by specifying your preference when asking questions. DocketAI is designed to adapt to your needs to provide the most useful and readable responses.
Can DocketAI learn from images and videos?
DocketAI can learn from images in documents and decks, and even highlights them as references when answering your questions. As for videos, DocketAI does not ingest videos at the moment, but we’re working on supporting this soon.
Will DocketAI hallucinate?
Maintaining credibility in sales calls is paramount, and AI, like humans, is not infallible. DocketAI is programmed to respond with 'I don’t know' when it lacks confidence, a feature that’s intentionally built-in. This approach minimizes the risk of the AI providing unverified information. Furthermore, all of DocketAI's responses are subject to human review, ensuring that the system is accountable and reliable. 

The AI model is tailored for high precision, targeting nearly 95% accuracy and a maximum hallucination rate of 2.7%. This ensures that the information is highly reliable and minimizes the chances of generating incorrect or misleading information.
Do my sellers have to spend time learning how to use DocketAI effectively?
At the user level, DocketAI is easy-to-use and integrates seamlessly with existing collaboration tools such as Slack and Microsoft Teams or can be accessed via web browsers. This allows sellers to get sales-ready responses, critical answers to complex queries, and other essential information directly within the tools they are already using. This ensures that reps can continue to work within their familiar environments without the need to learn a new tool.
How quickly can I get started with DocketAI?
DocketAI collects information from structured and unstructured sources across your company’s cloud ecosystem in just a few hours. The onboarding process for DocketAI takes less than five hours and does not require extensive tagging or other administrative tasks like many of the other sales enablement tools out there. 
Does DocketAI replace sales engineers?
DocketAI is built to augment sales engineers. Your SEs’ time is expensive, and they shouldn’t have to waste their bandwidth towards repetitive tasks or projects that don’t involve late-stage prospects. DocketAI allows you to utilize your sales engineers for critical instances and bigger deals, while allowing reps to handle early stages themselves with complete confidence.
How can my sellers use or access DocketAI to get answers?
DocketAI can be accessed via Slack, Microsoft Teams, its web app, or the Chrome extension.