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    B2B RFP Answer Extractor

    1

    Turn 200-question enterprise RFPs into evidence-backed draft answers using local retrieval, source citations, confidence scoring, and a review-ready CSV/XLSX response sheet.

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    B2B RFP Answer Extractor

    B2B RFP Answer Extractor

    Example session with this skill installed

    Complete Acme-Enterprise-RFP.xlsx using the documents in ./approved-company-knowledge/.

    The workbook has about 230 questions across:

    • security
    • architecture
    • implementation
    • support
    • compliance
    • legal
    • commercial terms

    Requirements

    • use only the supplied internal evidence for company-specific answers;
    • preserve the customer's original question order;
    • cite the source document for every supported answer;
    • add Confidence %, Confidence Band, Evidence Sources, and Review Status columns;
    • color-code confidence in the XLSX;
    • flag legal, pricing, and roadmap questions for specialist review;
    • do not invent certifications, SLA commitments, encryption standards, pricing, roadmap dates, or customer references;
    • if evidence is missing, write NO_EVIDENCE_FOUND;
    • create a separate review queue.
    • Read your context and instructions
    • Compiled the b2b rfp answer
    • Generated the data export

    RFP draft complete

    Questions processed: 231
    Supported answers: 176
    Partially supported: 24
    No evidence found: 11
    Legal / policy review: 8
    Pricing review: 6
    Roadmap review: 6

    Confidence distribution

    BandQuestions
    HIGH158
    MEDIUM43
    LOW19
    NONE11

    Example — Security

    Question:
    Is customer data encrypted at rest?

    Draft answer:
    Yes. The current security architecture documentation states that production customer data is encrypted at rest using the cloud provider's managed encryption service. The retrieved evidence does not establish a customer-managed-key option.

    Confidence: 94% — HIGH

    Evidence:

    • security/security-architecture.md#data-protection
    • compliance/security-controls.md#encryption

    Review status: SUPPORTED

    Example — Legal

    Question:
    Will you accept unlimited liability for confidentiality breaches?

    Draft answer:
    This request requires legal review. The internal legal guidance does not authorize an unlimited-liability commitment.

    Confidence: 35% — LOW

    Review status: POLICY_OR_LEGAL_REVIEW

    Example — Missing evidence

    Question:
    Do you guarantee a four-hour disaster-recovery RTO for all production services?

    Draft answer:
    NO_EVIDENCE_FOUND

    The retrieved continuity documents describe recovery procedures but do not establish a universal four-hour contractual RTO.

    Confidence: 0% — NONE

    Review status: NO_EVIDENCE

    Spreadsheet output

    The completed workbook adds

    • Draft Answer
    • Confidence %
    • Confidence Band
    • Evidence Sources
    • Evidence Summary
    • Answer Status
    • Human Review Required

    Color coding

    • Green = HIGH
    • Amber = MEDIUM
    • Red = LOW / NONE
    • Purple = legal, pricing, roadmap, or conflicting evidence

    Files generated

    • completed_rfp.xlsx
    • completed_rfp.csv
    • review_queue.csv
    • retrieval_candidates.jsonl
    • draft_answers.jsonl
    • coverage_summary.json
    • response_report.md

    This is a draft RFP response package based on the supplied internal evidence. Human presales, security, legal, and commercial review is required before customer submission.

    b2b-rfp-answer-extractor.csv

    CSV · data export

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Draft technical answers for security questionnaires from local docs.Identify documentation gaps in your sales knowledge base.Flag high-risk legal and pricing commitments for human review.Generate color-coded XLSX response drafts with full source citations.

    About this skill

    The problem

    Enterprise RFPs and technical questionnaires routinely contain hundreds of repetitive questions across security, product architecture, implementation, legal, support, and commercial topics.

    The expensive part is not typing. It is finding the current approved answer, confirming the evidence, adapting it to the customer's wording, and deciding which answers require specialist review.

    What it does

    B2B RFP Answer Extractor turns an incoming RFP and an internal knowledge folder into a review-ready response package.

    • Normalizes large CSV/XLSX questionnaires
    • Builds a lightweight local knowledge index
    • Retrieves the strongest internal evidence for every question
    • Drafts answers only from retrieved company sources
    • Adds source citations and evidence summaries
    • Scores review confidence
    • Separately flags legal, pricing, roadmap, conflict, and no-evidence questions
    • Preserves the original RFP question order
    • Writes a completed CSV or color-coded XLSX for human review
    • Creates a prioritized review queue

    Why this beats prompting it yourself

    A generic chatbot can answer individual questions, but enterprise RFP work requires repeatable evidence handling across hundreds of rows.

    This skill forces a staged workflow:

    RFP → Local Knowledge Index → Evidence Retrieval → Draft Answer → Confidence → Spreadsheet → Human Review

    Instead of loading an entire knowledge base into one model context, local retrieval selects only the evidence relevant to each question.

    Confidence buyers can inspect

    Every answer receives a review-oriented confidence band based on retrieval strength, evidence agreement, source authority, freshness, and completeness.

    Weak evidence is surfaced rather than hidden.

    Enterprise-safe answer behavior

    The skill does not invent certifications, SLAs, encryption claims, pricing, contractual commitments, roadmap dates, or customer references.

    If internal evidence cannot support an answer, the output explicitly says so.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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    Verified clean 2 days ago

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    What's inside

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