Connect the systems your team already uses. RenderDraw integrates with email platforms for intake, AI providers for generation, CPQ systems for live pricing, and proposal delivery platforms for submission — without replacing any of them.
Each category of integration handles a distinct stage of the RFP pipeline. Most teams need at least one provider from each category for a complete, automated end-to-end workflow.
Email (Gmail, Outlook), webhook, portal upload
Claude, OpenAI, Azure OpenAI, custom models
Salesforce CPQ, Logik, SAP, Infor, RD Native
Conga, DocuSign, email, portal APIs, PDF
The intake trigger is the entry point for every automated RFP run. Configure once and all future RFPs that match your filter rules automatically start the workflow pipeline.
Connect via Google OAuth. Monitor any inbox or label. Configure filters on sender domain, subject line keywords, attachment presence, and attachment type (PDF only). Works with Google Workspace shared inboxes (e.g., rfp@yourcompany.com).
Setup: Workflows → Triggers → Gmail → Authorize → Set filter. Runs on a 5-minute polling interval.
Connect via Microsoft OAuth (supports both personal accounts and Microsoft 365 enterprise tenants). Monitor specific folders or rules-sorted inboxes. Full support for shared mailboxes and distribution lists via Microsoft Graph API.
Setup: Workflows → Triggers → Outlook → Authorize with M365 admin consent → Set filter. Supports on-behalf-of delegation for shared mailboxes.
For RFPs received through procurement portals (SAM.gov, Procore Bid Management, BidSync, e-Builder), configure a webhook endpoint and post the RFP payload to https://platform.renderdraw.com/api/workflows/{id}/trigger with an API key. Supports custom field mapping from any JSON payload structure.
For RFPs received by mail, fax, or in-person delivery, upload documents directly to the workflow trigger interface. Supports single-file and batch upload (up to 50 RFPs per batch run). Useful for processing historical RFPs through the automation pipeline for win-rate analysis.
The AI providers power the parsing, extraction, and generation steps of the workflow. Each step in the workflow can use a different provider — optimize for speed, cost, and quality independently per step.
Claude 3.5 Sonnet and Claude 3 Opus are the recommended models for the draft generation step. The 200K token context window handles the full RFP document plus knowledgebase content in a single prompt. Excels at maintaining consistent voice across long documents.
Best for: Draft generation, executive summary writing, long-document comprehension, compliance analysis.
Strong structured extraction performance. Claude Sonnet is recommended for the requirement extraction step where JSON-structured output is critical. Function calling capabilities make it reliable for structured data generation.
Best for: Requirement extraction, compliance matrix generation, structured data output, classification and scoring.
For enterprise teams with data residency requirements, Azure OpenAI provides the same GPT-4 capabilities with data processed in your Azure tenant region. Required for US Government contracting organizations with ITAR or FedRAMP compliance obligations.
Best for: Government contractors, healthcare, financial services — any industry with data residency or sovereignty requirements.
Gemini 1.5 Pro offers a 1M token context window — useful for unusually large RFP packages with many attachments. Also supports native PDF processing without a separate parsing step for standard PDF formats.
Best for: Very large RFP documents, multi-file packages, organizations already on Google Cloud.
Connect any OpenAI-compatible model endpoint. If your organization has fine-tuned a model on industry-specific compliance language or proprietary product terminology, connect it via the custom model endpoint configuration. RenderDraw passes the same prompt structure to any compatible endpoint.
Best for: Highly specialized industries (aerospace, nuclear, pharmaceutical) with unique regulatory language.
RenderDraw's built-in parser handles the initial PDF/DOCX extraction before any AI model receives the text. It handles table extraction, header detection, section boundary identification, and OCR fallback. No external AI call is required for the parsing step itself.
Best for: Cost optimization — the built-in parser handles extraction; AI is only invoked for semantic understanding steps.
Live pricing integrations replace static spreadsheets with authoritative, margin-correct prices pulled at proposal generation time. Connect your existing CPQ system — nothing changes in how your sales team manages pricing.
The most common CPQ integration for enterprise sales teams. RenderDraw connects via Salesforce Connected App and uses the CPQ Quote API to generate a priced quote from the extracted RFP scope. Supports:
Connection: Salesforce Connected App, OAuth 2.0, Named Credential in Salesforce (recommended for security).
Purpose-built for complex configured products where simple CPQ falls short. RenderDraw sends the extracted configuration requirements to Logik's runtime API, which validates feasibility and returns an optimized configuration with pricing. Constraint violations are surfaced before the draft is generated.
For organizations running SAP as their system of record, RenderDraw integrates with SAP CPQ via the SAP Integration Suite. Supports SAP S/4HANA pricing conditions, customer-specific pricing, and material master lookups. Also supports SAP Commerce Cloud product catalog for B2B pricing.
For manufacturing organizations on Infor CloudSuite Industrial or LN, RenderDraw connects to Infor CPQ for configured product pricing. Supports the Infor visual configurator model for complex assembly pricing.
If you use RenderDraw's built-in configurator engine for your products, the pricing integration requires zero external configuration — it's all within the same platform. The workflow directly calls the configurator engine's pricing API using the extracted RFP scope.
For teams not yet on a CPQ system, connect a Google Sheets or Excel Online pricing workbook as a structured reference. The workflow queries the sheet for matching line items and returns the current price. Less powerful than a full CPQ integration, but eliminates stale email-attachment pricing spreadsheets.
After human review and approval, the proposal is delivered via the channel required by the RFP — email attachment, electronic signature, document generation system, or portal submission.
For Salesforce-centric sales teams, Conga Composer is the standard document generation layer. RenderDraw's RFP draft content is passed to Conga templates for final formatting, brand compliance, and delivery. The approved proposal content populates Conga merge fields; Conga handles the template fidelity.
For proposals that require a cover page signature, confidentiality acknowledgment, or binding submission attestation before delivery, route through DocuSign after approval. RenderDraw creates the envelope, sets the signing order, and delivers the executed document to the specified recipients.
Send the final proposal as a PDF or DOCX attachment directly from the connected email account to the RFP contact address extracted during parsing. Supports custom email body text with dynamic fields (RFP reference number, submission deadline, proposal summary).
For procurement portals that accept API submissions (SAM.gov beta, some state e-procurement systems, enterprise supplier portals), configure the submission endpoint and credentials. The delivery block handles the multipart form upload and captures the submission confirmation number.
Chaining delivery providers. Complex proposals often require multiple delivery steps: DocuSign for the cover signature → Conga for final PDF generation → Email delivery to the procurement contact → Portal upload if required. Configure multiple delivery blocks in sequence, each conditional on the previous step's completion.
| Provider | Category | Connection Method | Plan Required |
|---|---|---|---|
| Gmail | Intake | Google OAuth | All plans |
| Outlook / M365 | Intake | Microsoft OAuth | All plans |
| Webhook | Intake | API Key | All plans |
| Anthropic Claude | AI / Generation | API Key | All plans |
| OpenAI Claude Sonnet | AI / Parsing | API Key | All plans |
| Azure OpenAI | AI / Generation | API Key + Endpoint | Enterprise |
| Google Gemini | AI / Parsing | API Key | All plans |
| Salesforce CPQ | Pricing | OAuth 2.0 | Professional+ |
| Logik.io | Pricing | API Key | Professional+ |
| SAP CPQ | Pricing | SAP Integration Suite | Enterprise |
| Infor CPQ | Pricing | API Key | Enterprise |
| Google Sheets | Pricing (basic) | Google OAuth | All plans |
| Conga Composer | Delivery | Salesforce Connected App | Professional+ |
| DocuSign | Delivery | OAuth 2.0 | All plans |
| Gmail / Outlook | Delivery | Reuses intake connection | All plans |
| Portal / Webhook | Delivery | API Key + Endpoint | All plans |