PURSUIT AI — RFP RESPONSE CHECKLIST
https://www.trypursuitai.com/resources/rfp-response-checklist

OPPORTUNITY QUALIFICATION
[ ] Confirm buyer, scope, deadline, time zone, and submission method.
[ ] Identify mandatory qualifications and disqualifying conditions.
[ ] Check strategic fit, delivery capacity, and commercial viability.
[ ] Record the bid/no-bid decision and responsible proposal lead.

REQUIREMENTS AND RESPONSE PLANNING
[ ] Read the complete RFP, appendices, forms, and amendments.
[ ] Extract every question, requirement, attachment, and instruction.
[ ] Record section references, word limits, formats, and evaluation weights.
[ ] Assign an answer owner and reviewer to each response item.
[ ] Set internal review dates before the buyer deadline.

APPROVED SOURCES
[ ] Gather current company, service, and delivery information.
[ ] Collect relevant case studies, project examples, and team biographies.
[ ] Confirm policies, certifications, and compliance statements are current.
[ ] Mark missing information for legal, security, finance, or delivery follow-up.

DRAFTING AND REVIEW
[ ] Answer each buyer question directly.
[ ] Use only verified claims and approved evidence.
[ ] Check terminology, tone, and commitments across the response.
[ ] Ask subject-matter owners to validate facts and delivery promises.
[ ] Confirm every AI-generated draft has been reviewed by a person.

FINAL COMPLIANCE AND SUBMISSION
[ ] Confirm every mandatory question and form is complete.
[ ] Check page limits, filenames, attachments, signatures, and pricing files.
[ ] Verify the final export opens and contains the approved version.
[ ] Submit early enough to resolve portal or file-transfer problems.
[ ] Archive the submission and save approved reusable answers.

This checklist is general operational guidance, not legal advice.