Built for consulting, engineering & professional services teams

Win more RFPs with your best past work.

Stop losing contracts to firms with bigger proposal teams. Stepscale drafts responses from your best past work, scores references, and reviews every section before submission.

How It Works

From new RFP to winning submission

Three steps to turn your past wins into your next one.

1

Connect Your Drive

Link Google Drive or SharePoint. We automatically index every past RFP response, proposal, and submission your team has ever created.

2

Match, Draft & Reference

Drop in any new RFP and we surface the most relevant past projects, each scored for fit. Then AI drafts response sections grounded in your actual past work.

3

Review & Submit

Stepscale reviews every section for compliance, pricing consistency, and accuracy — catching the issues that lose bids.

Smart References

Every past project, scored for relevance

Drop in a new RFP and Stepscale instantly scans your entire proposal library. Every past project gets a relevance score based on sector, scope, contract value, and technical requirements — so you always lead with your strongest references.

  • Multi-factor scoring: sector, value, scope, timeline, and certifications
  • Visual match tags show exactly why each project scored high or low
  • Surfaces references you may have forgotten across hundreds of projects
Reference Scoring 12 matches

Metro Water Treatment Plant

$14.2M · Municipal Infrastructure · Won 2024

94%

Sector match Scale match Timeline Certs

Regional Transit Expansion

$8.7M · Transportation · Won 2023

87%

Sector match Value gap Scope

Highway 401 Bridge Rehabilitation

$22.1M · Structural Engineering · Won 2023

72%

Scope match Different sector
Submission Review 23 of 24 requirements met
High

Pricing inconsistency

Unit rate on page 14 ($185/hr) conflicts with fee schedule ($165/hr). The RFP evaluation criteria weights pricing at 30%.

Med

Missing insurance certificate

RFP Section 4.2 requires proof of $5M professional liability coverage. Document not attached.

Technical approach — all 8 sections addressed
Team qualifications — all key personnel included
Project references — 3 relevant projects cited

Collaborative Review

Catch every issue before you hit send

Run a final review on your RFP response and surface findings by severity. Pricing inconsistencies, missing attachments, compliance gaps, and formatting issues — all flagged before submission.

  • Findings categorized by severity: High, Medium, Low
  • Cross-checks pricing, timelines, and team details across all sections
  • Tracks every RFP requirement to ensure nothing is missed
Stepscale / Team Builder
Auto-matched
Recommended Team
Healthcare Campus IT Infrastructure
3 key roles identified from RFP requirements
3
Roles
92%
Avg Fit
24
Evaluated
Project Manager RFP §2.3
SR
Sarah Rodriguez
4 healthcare IT projects · PMP certified
96%
Led VA Med Center ✓ HIPAA exp. ✓
Lead Network Engineer RFP §3.1
MK
Marcus Kim
6 campus network builds · CCNP certified
91%
Network Infra ✓ Campus scale ✓
Security Architect RFP §4.2
JC
Jessica Chen
3 healthcare security audits · CISSP
88%
HIPAA/HITECH ✓ Zero trust ✓
Analyzing 24 team members…
Best-fit team assembled

Team Builder

The right people for every role

RFPs demand specific expertise. Stepscale reads the role requirements, scans your team's past project history, and recommends the best-fit people for every position — complete with match scores and relevant credentials.

  • Auto-match team members to RFP-specified roles and qualifications
  • Certifications and credentials checked against RFP requirements
  • Track availability and prevent over-committing key personnel

Features

Everything you need to win

From first draft to final submission, Stepscale streamlines every step of the RFP process.

Past Proposal Library

Connect your drive and we automatically catalog all your past RFP responses, proposals, and submissions — ready to reference anytime.

Smart Reference Matching

For every new RFP, we surface the most relevant past projects from your library. No more digging through folders.

Relevance Scoring

Every suggested reference gets a relevance score so your team knows exactly which past projects to lean on.

Final Submission Review

Before you hit send, run a comprehensive review that catches pricing inconsistencies, missing terms, and compliance gaps.

Requirements Tracker

Extract and track every requirement from the RFP. Check them off as you address each one — nothing falls through the cracks.

Team Builder

Auto-match team members to RFP-specified roles. Certifications and credentials checked against requirements automatically.

Ready to win more bids?

Start a free trial and see how Stepscale transforms your RFP process. No credit card required.

3x

Faster proposal turnaround

~90%

Fewer errors at submission

100%

Requirements tracked

Auto

Reference scoring

Other Use Cases

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Draft and review OMs, term sheets, and commitment letters before they go out.

Due Diligence

Draft diligence reports, review data rooms, and close with full confidence.