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PYRAMYD

Accounts hub · Deals

Bid on the RFPs you can win, and answer them on time

Score each RFP’s fit before you commit the team, have APEX draft every answer from your approved content, give each answer an owner and a reviewer, and send the requirements you miss to the product backlog.

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Used byProductMarketingSales

Included in Starter (when Accounts is the hub you pick), Growth, and Enterprise. See pricing

What teams do with Deals

Four jobs, four real use cases

  1. Decide whether to bid before the team spends a week on it

    Presales lead · Sales

    A hospital RFP is due Friday, and the presales lead has to decide whether the team should answer it at all.

    1. Open the RFP on Responses and read the bid scorecard.
    2. See 55 percent coverage of the must-haves, next to your win history in the category.
    3. Record Caution, with the reasons, for the deal desk; who decided, and when, is kept.
    • A recommendation with reasons
    • Win history in the category
    • The decision recorded with who and when
    Works withWin rates, pipeline risk, and rep usageDeal insight summary

  2. Get a first draft of every answer, and spend the time on review

    Bid manager · Sales

    A small bid team has three days to answer 150 requirements.

    1. Choose Fill with APEX to draft all 150 answers in one pass, grounded in your approved content.
    2. Read the summary card for coverage, fit, and risk across the whole RFP.
    3. Spend the three days correcting the 20 answers marked high risk.
    • Every requirement drafted in one pass
    • Drafts grounded in your library
    • Coverage, fit, and risk on one card
    Works withDesktop Office add-inDeal insight summary

  3. Split a 200-question questionnaire, and get every answer signed off

    Bid manager · Sales

    A 200-question security questionnaire arrives, and three engineers and legal all need to touch it by Friday.

    1. Assign the questions to three engineers, each with a Friday due date.
    2. Route every answer through legal in the review chain.
    3. Reuse last quarter’s approved SOC 2 answers from the answer library.
    • An owner for every requirement
    • Ordered approvals
    • Reusable approved answers
    Works withIn-app notification bell

  4. Send the requirements you keep missing to product

    Product manager · Product

    The product manager wants to know which missing features keep costing the team RFPs.

    1. Open Responses and read Coverage gaps across every live RFP.
    2. See single sign-on audit logs missing in three RFPs.
    3. Promote it to the Gaps backlog before the roadmap review.
    • Every live RFP and its progress
    • Win rate across RFP outcomes
    • Missed requirements sent to the backlog
    • How answers get written
    Works withCustomer demand for feature gaps

Also in Deals

More of what each bid gets

  • Deal pipelineEvery deal with what is due, overdue, and budgeted, your win rate against each rival, and a CSV export.
  • Requirement-level answersEach requirement marked Supported, Partial, or Not Supported, with evidence, notes, and its answer history.
  • Company knowledge baseYour security, pricing, and messaging answers kept once, so AI-drafted answers quote them.
  • My RFP assignmentsEvery RFP question you owe across all bids in one list, with the deadlines in your own calendar.
  • Filled RFP returnThe buyer’s own RFP file returned with your answers filled in, a clean copy, or a buyer link.
  • Public security trust pageYour approved security answers as a public page buyers can read, or ask access to, before an RFP.
  • Vendor fit scoringEach candidate vendor scored against the deal’s requirements, re-ranked by the weights you set.
  • RFP response workspaceThe buyer’s RFP details beside your answers, tab by tab, so bid teams finish and submit on time.
  • Due-date timelineEach deal’s window from start to proposal due as a bar, with a reminder button per row.
  • Deal trackingTrack a deal, so its changes reach your tracked list, with deal tips on the Battlecards page.

And 2 more: see all capabilities

More in Accounts

Account 360

Know which accounts need you, and why.

Discover

Find the companies that look like your best customers.

Coming soon

Segments

Build any audience, and see exactly how it was built.

Engagement

Ask every buyer why they chose you or a rival.

Support

See where support effort goes.

See the whole Accounts hub

Spend the week on the bids you can win

Deals comes with the Accounts hub. Pick it as your Starter hub, or get it with Growth and Enterprise.

Request accessBook a demo