AI for AEC proposals, pursuits and marketing (2026): go/no-go, RFP drafting, resumes and project sheets, CRM

Read this first: these are different kinds of product

Some of these are systems of record (an ERP or CRM that holds clients, projects, people and pipeline) with AI added; others sit on top of whatever records you have and draft content. A drafting tool is only as good as the past proposals, resumes and project data it can read, so the first question is usually where your records live today, not which AI writes better. All five new entries in this pack are quote-only; none publishes a price figure.

Go/no-go and pursuit scoring

Deltek says Dela, its AI orchestrator in Vantagepoint, scores pursuits based on your win patterns and flags go/no-go decisions, and surfaces client news such as M&A activity, leadership changes and project awards. Unanet says the Champ assistant in ProposalAI assesses opportunities before you pursue, and Unanet CRM describes pipeline management and forecasting for seller-doers and BD teams. Kantiv describes win and loss visibility by client so teams can see where the firm wins and why before a go/no-go call.

None of these vendors publishes how a pursuit score is calculated or how often it is right. A score built on your own win history also inherits whatever is missing from that history, such as pursuits that were never logged.

RFP and RFQ response drafting

Unanet ProposalAI describes breaking a solicitation into actionable pieces, auto-generating prompts for every requirement, building the outline in the required format and mapping each requirement to the response; its solution brief lists an RFP shredder and compliance matrix analyzer. Unanet claims 70% faster to first draft (vendor claim). Kantiv describes uploading an RFP for a structured first draft from the firm's past wins, with requirement tracking, addendum syncing and compliance checks before submission.

OpenAsset sells proposal automation (Shred) alongside its digital asset management product. RFPM.ai lists drafted proposal sections and an Ask RFPM Agent that answers from the firm's own data. Deltek describes an AI Proposal Builder (upload an RFP; parse requirements, assign tasks, recommend project examples, draft from past winning proposals) as coming to Vantagepoint; we treat it as announced, not confirmed as released. Vantagepoint's existing Proposal Builder (with CRM Plus) assembles proposals from templates and hub records.

Resumes, project sheets and SF 330

This is the most concrete job in the pack. Flowcase (formerly CV Partner) is a database of resumes, project sheets and credentials that staff keep current, with export to branded templates, Word, InDesign, PDF and SF 330 Section E and F, plus an AI match step against RFP requirements. RFPM.ai keeps staff and project records linked and generates tailored resumes, project sheets in your DOCX template and SF330 Section E and F; its own SF330 page says Section G (the key personnel matrix) is not generated.

Unanet CRM says it batches resumes and project descriptions and generates pre-formatted qualification statements and project profiles, with Adobe InDesign and Microsoft Word integration. Kantiv lists resume generation and SF-330 completion in its RFP workflow. Deltek describes resume and project-sheet templates that populate per opportunity as part of its announced Vantagepoint updates.

Photos and visual assets

OpenAsset's Source product is a digital asset management system with AI search and tagging for AEC pursuits. Kantiv says its Image Hub auto-tags images by what is in the photo so the right visuals surface in a pursuit without a separate DAM. Whether either replaces the other depends on how much of your image library lives outside proposals.

CRM and pipeline

Deltek Vantagepoint and Unanet CRM by Cosential are both AEC-specific CRMs tied to an ERP. Deltek describes client relationship management, pursuit tracking, interactive pipelines and AI-powered business card capture; Unanet describes relationship management inside Outlook, pipeline forecasting, Champ agents, and integrations with Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction. Both vendors make market-share claims we have not verified.

Contractor-side sales CRMs such as FollowUp CRM and ProjectMark sit in our bid management category; see the FollowUp CRM vs ProjectMark compare.

Pricing as recorded

Deltek Vantagepoint, Unanet CRM and Unanet ProposalAI link no pricing page; unanet.com/pricing and deltek.com/pricing return not-found pages. Flowcase lists a Professional plan and Premium add-ons, each by quote, and lists generative AI as an add-on rather than part of Professional. RFPM.ai publishes structure without figures: priced by the firm, not the person, with Solo and Workspace flat monthly plans and an Enterprise annual agreement by band, each with allowances for pages read, model calls and storage. OpenAsset says price depends on firm size, products, users, storage, data volume, integrations and implementation. Kantiv's pricing page is an ROI calculator with no plan prices.

Added after this article first ran (Oct 16, 2026): Workorb, an AI-first proposal tool for AEC firms (RFP summaries, evaluation against the firm's own Go/No-Go scorecard, first drafts of proposals and fee letters, and a compliance and proofreading pass), is the one entry in this area that publishes a figure. Its pricing page lists the RFP & Proposal AI Evaluator at $175 per user per month on a monthly commitment or $149 on an annual one, with Workorb Enterprise plans at custom pricing. Its speed and accuracy statements are vendor claims we have not verified.

See our pricing index for how these compare with the rest of the directory.

Questions to ask before a pilot

Our suggestions, not vendor claims: run the pilot on a real pursuit you lost or won recently, with the original RFP and your submitted response; ask which records the AI read for each paragraph; check one SF 330 package end to end, including the parts the tool says it does not generate; and get in writing whether your proposals are used to train models. Our full checklist is in the proposal AI pilot guide.