Welcome to WizardRFP Help Center

Get started with goal-oriented guides designed to help you win more RFPs with less effort. Choose your goal and we'll guide you step by step.

Choose Your Goal

Select a goal-oriented guide to get started. Each guide includes step-by-step instructions and estimated completion time.

Create Your First RFP Response

30 min
beginner

Learn how to create a winning RFP response from start to finish using AI-powered tools and best practices.

What you'll do:

  • Upload and analyze RFP document
  • Generate AI-powered proposal outline
  • Create compelling content with AI assistance
  • ...and 2 more steps

What you'll achieve:

  • Complete RFP response ready for submission
  • Understanding of WizardRFP workflow

Master AI-Powered Content Generation

45 min
intermediate

Discover advanced techniques for creating high-quality proposal content using Claude, GPT-4, and optimization strategies.

What you'll do:

  • Understand AI model capabilities
  • Master prompt engineering techniques
  • Learn context management strategies
  • ...and 2 more steps

What you'll achieve:

  • Expert-level AI content generation skills
  • Faster proposal creation process

Optimize Your Win Rate

90 min
advanced

Advanced strategies for improving proposal quality, tracking performance, and increasing your success rate.

What you'll do:

  • Set up analytics and tracking
  • Analyze win/loss patterns
  • Implement A/B testing strategies
  • ...and 2 more steps

What you'll achieve:

  • Data-driven proposal strategy
  • 25% improvement in win rates

Build a Winning Proposal Template Library

60 min
intermediate

Create reusable templates that save time and ensure consistency across all your proposals.

What you'll do:

  • Analyze your most successful proposals
  • Identify common sections and patterns
  • Create flexible template structures
  • ...and 2 more steps

What you'll achieve:

  • Complete library of reusable templates
  • 50% faster proposal creation

Set Up Team Collaboration

20 min
beginner

Enable seamless real-time collaboration with your team members on proposal projects.

What you'll do:

  • Invite team members to your organization
  • Set up roles and permissions
  • Configure collaborative editing
  • ...and 2 more steps

What you'll achieve:

  • Fully collaborative proposal workflow
  • Clear roles and responsibilities

Connect Your Workflow

25 min
beginner

Integrate Google Drive, Microsoft 365, Notion, and other tools to streamline your proposal process.

What you'll do:

  • Connect document storage providers
  • Set up automatic syncing
  • Configure access permissions
  • ...and 2 more steps

What you'll achieve:

  • Seamless document workflow
  • Reduced manual file management

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Interactive Tours

Step-by-step guided walkthroughs

Create Your First RFP Response

Learn how to create a winning RFP response from start to finish using WizardRFP's AI-powered tools.

beginner
30 min

Master AI Content Generation

Learn advanced techniques for generating high-quality proposal content with AI.

intermediate
45 min

Contact Support

Get help from our expert team

Email Support

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