Analyze RFP Compliance Matrix — Sales Intelligence

Sales teams analyze deals and customer data across systems. Manual analysis misses opportunities and risks.

21
Fields Extracted
300s
Max Processing
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What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Reporting
  • Risk Assessment
  • Pipeline Analysis
  • Rfp Compliance
  • Pipeline

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "RFP Compliance Matrix",
  "description": "RFP Compliance Matrix: Map RFP requirements to product features and compliance.",
  "type": "object",
  "properties": {
    "rfp_id": {
      "type": "string",
      "description": "Rfp id"
    },
    "issuer": {
      "type": "string",
      "description": "Issuer"
    },
    "due_date": {
      "type": "string",
      "description": "Due date"
    },
    "mandatory_count": {
      "t
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent sales.rfp-compliance

See It In Action

Real extraction example showing input document and structured output.

Input Document
RFP REQUIREMENTS DOCUMENT

RFP ID: RFP-2025-001
Issuer: State Department of Education
Due Date: February 28, 2025

MANDATORY REQUIREMENTS:
M1. SOC 2 Type II certification - REQUIRED
M2. FERPA compliance - REQUIRED
M3. Data residency in US - REQUIRED
M4. 99.9% uptime SLA - REQUIRED
M5. SSO/SAML integration - REQUIRED

PREFERRED REQUIREMENTS:
P1. Mobile application (iOS/Android)
P2. Offline mode capability
P3. Real-time collaboration features
P4. Custom reporting builder

TECHNICAL REQUIREMENTS:
T
Extracted Data
{
  "rfp_id": "RFP-2025-001",
  "issuer": "State Department of Education",
  "due_date": "February 28, 2025",
  "mandatory_count": "5",
  "mandatory_requirements": "SOC 2 Type II, FERPA, US data residency, 99.9% SLA, SSO/SAML",
  "preferred_count": "4",
  "preferred_requirements": "Mobile app, Offline mode, Collaboration, Custom reporting",
  "technical_count": "4",
  "technical_requirements": "REST API, Bulk import/export, Webhooks, RBAC (5 roles)",
  "document_type": "rfp_compliance_matrix"
}

Example demonstrating RFP requirement extraction and compliance matching against organizational capabilities. Produces gap analysis and response recommendations for proposal development.

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Frequently Asked Questions

What documents can RFP Compliance Matrix process?

The RFP Compliance Matrix template processes sales documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the RFP Compliance Matrix extraction?

The RFP Compliance Matrix template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the RFP Compliance Matrix template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

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