Workorb vs RFPM.ai
Two AI proposal tools for AEC firms that start from different ends. Workorb connects to a firm's CRM, ERP and document systems, has AI agents organise past proposals, project sheets and bios into a Knowledge Hub, then summarises RFPs, scores them against the firm's Go/No-Go scorecard, drafts proposals and fee letters and runs an AI evaluator pass. RFPM.ai keeps staff, projects and past submittals as structured records and generates tailored resumes, project sheets, SF330 Section E and F pages and SOQs from them; its whole-proposal drafting is marked Waitlist. Vendor pages read Oct 22, 2026; desk research, not tested, no winner.
DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 22, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.
In short: Workorb (AEC proposal automation; vendor publishes prices) vs RFPM.ai (AEC proposal records, resumes & project sheets; no public prices (quote / sales)). Facts last checked Oct 22, 2026. No winner declared; not tested.
Side by side
| Sheet row | Workorb | RFPM.ai |
|---|---|---|
| Category | AEC proposal automation | AEC proposal records, resumes & project sheets |
| AI role (our label) | AI-first | AI-first |
| What it does | AI proposal software for architecture, engineering and construction firms (Toronto-based per its site). The homepage (checked Oct 16, 2026) describes a Knowledge Hub that connects to CRM, ERP and document systems and has AI agents organise past proposals, project sheets and team bios; RFP summaries and evaluation against the firm's own Go/No-Go scorecard; suggested past projects and team members matched to RFP requirements; first drafts of proposals and fee letters in the firm's writing style; and a compliance and proofreading pass in which the AI acts as an evaluator. Connections shown include Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset. Vendor claims, not verified: a structured first draft in about 30 minutes, most firms running in about 48 hours, and accuracy described as having no hallucinations. Re-checked Oct 20, 2026: unchanged in substance (Knowledge Hub connections to Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset; RFP summaries and Go/No-Go scorecard evaluation; first drafts of proposals and fee letters; an AI evaluator proofreading pass; about 30 minutes to a structured first draft and about 48 hours to get running). The homepage now leads with 80% less proposal time, a 50% higher win rate and 20+ hours saved per RFP (vendor claims, not verified). Re-checked Oct 22, 2026: homepage unchanged in substance (Knowledge Hub connections to Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset; RFP summaries and Go/No-Go scorecard evaluation; first drafts of proposals and fee letters; an AI evaluator pass; about 30 minutes to a structured first draft and about 48 hours to get running). Its AI Solutions menu also lists Bid Leveling and Score Higher on Proposals, and the navigation links a Trust & Security page. The percentage, hours-saved and no-hallucinations lines remain vendor claims, not verified. | Proposal operations software for AEC firms that turns structured staff, project and past-submittal records into resumes, project sheets and SOQs. It keeps staff profiles, project records and past submittals as structured records and generates tailored resumes, project sheets (DOCX in the firm's template), SF330 Section E resumes and Section F project sheets, branded SOQs and drafted proposal sections from them. Includes a pursuit workspace (RFP intake, requirements and deadlines), batch import of existing resumes and project files from a shared drive, a knowledge base of reusable narratives, and Ask RFPM Agent answering from the firm's own data. Its SF330 page says Section G (the key personnel matrix) is not generated and is still assembled outside the system. Built for civil, CM and multidiscipline firms of 15 to 200 staff; work listed includes SOQs, RFQs, DOT prequalification packages and SF330s. Setup is a guided pilot with no self-serve signup. Time figures on the site (for example under a minute per tailored resume) are vendor claims, not verified. Re-checked Oct 19, 2026: the homepage still lists civil, CM and multidiscipline firms of 15 to 200 staff, guided pilots with no self-serve signup, and the SF330 page still says Section G is assembled outside the system. The pricing page now sizes the plans by firm shape (see Pricing). Re-checked Oct 20, 2026: unchanged in substance; the homepage still lists civil, CM and multidiscipline firms of 15 to 200 staff, SOQs, RFQs, DOT prequalification packages and SF330s, and guided setup with no self-serve signup. Also on Oct 20, 2026: the homepage's platform table marks Proposal Drafts (a whole draft out of the firm's own files) as Waitlist, so drafted proposal sections may not be generally available yet; confirm with the vendor. Re-checked Oct 22, 2026: homepage, pricing and SF330 pages unchanged in substance (civil, CM and multidiscipline firms of 15 to 200 staff; SOQs, RFQs, DOT prequalification packages and SF330s; Proposal Drafts still marked Waitlist; Section G still assembled outside the system; guided pilot with no self-serve signup). The homepage says five to ten resumes are structured inside 48 hours and its FAQ says most firms are running within a week. Customer quotes and the hours figures (including those it attributes to SMPS) are not used. |
| Who it's for | AEC marketing, business development and proposal teams; the lighter RFP & Proposal Evaluator is pitched at small and mid-sized firms. | Civil, CM and multidiscipline AEC firms (vendor says 15 to 200 staff) and independent proposal consultants. |
| Pricing (as publicly stated) | Published in part (pricing page, checked Oct 16, 2026): RFP & Proposal AI Evaluator $175 per user per month on a monthly commitment or $149 per user per month on an annual commitment (the page says save 16%), no credit card required; Workorb Enterprise (Proposal Assistant, Document Assistant, brand voice, enterprise support) and Enterprise with Knowledge Hub are custom pricing. Taxes, minimum seats and term details not stated. Re-checked Oct 17 and Oct 19, 2026: unchanged. Re-checked Oct 20, 2026: the pricing table shows the RFP & Proposal AI Evaluator at $149 per user per month (with a monthly/annual toggle and Save 16%; the $175 monthly figure was not re-read) and Workorb Enterprise with Knowledge Hub at custom pricing (Knowledge Hub, AI agents, Proposal Assistant, Document Assistant, brand voice and tone, enterprise support); Workorb Enterprise appears above the table as a Book a Demo description rather than a separate priced column. Re-checked Oct 22, 2026 (pricing page rendered in a headless browser): unchanged; the RFP & Proposal AI Evaluator shows $175 per user per month on the monthly commitment and $149 per user per month on the annual commitment (Save 16%), no credit card required, and Workorb Enterprise with Knowledge Hub is custom pricing. | No public figures (checked Oct 16, 2026), but the pricing page states the structure: "priced by the firm, not the person." Solo (1 login, up to 25 people and 50 projects, 20 pursuits a month) and Workspace (5 seats included, seats six to ten as add-ons, no caps on people or projects, 50 new pursuits a month, data load included; first paid month is the evaluation) are each a flat monthly price billed monthly or annually, via "Get a quote". Enterprise is an annual agreement priced by band with one-off implementation and allowances for pages, model calls and storage in the order form. Every plan carries allowances for pages read, model calls and storage. Re-checked Oct 19, 2026: no figures still (the FAQ says the figures are in the quote). The page now describes Solo as one login for a firm under about 25 staff or an independent consultant; Workspace for firms of 20 to 200 staff with two or three people building proposals and four to six pursuits a month; and Enterprise for multi-office firms past ten seats, starting as a paid pilot on one team at the Workspace price, with a seat for every staff member and pursuits a month set by band from 250. It says pursuits-a-month numbers are fit lines rather than blocks, Solo record caps stop new records but never generation, and annual billing is discounted against monthly on Solo and Workspace. Re-checked Oct 20, 2026: unchanged (Solo, Workspace and Enterprise with figures only in the quote; the first paid Workspace month is the evaluation; annual billing discounted on Solo and Workspace). Re-checked Oct 22, 2026: unchanged (Solo, Workspace and Enterprise with figures only in the quote; Workspace includes five seats with seats six to ten as add-ons, and its first paid month is the evaluation; Enterprise is annual only; annual billing discounted on Solo and Workspace; allowances for pages read, model calls and storage on every plan). |
| User reviews | No reviews yet. Read or write | No reviews yet. Read or write |
| Vendor links | ||
| Sources |
Facts last checked: Oct 22, 2026. Prices change; check the vendor page before relying on them.
Where the vendor descriptions differ
- Starting point: Workorb says it connects to existing systems (Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset are shown) and that AI agents curate and organise content with no manual data entry or uploads. RFPM imports existing resumes, project files and past proposals from a shared drive in batches and turns them into structured staff profiles, project records and reusable narratives, each linked back to its source file; it says five to ten resumes are structured inside 48 hours.
- What each produces: Workorb lists RFP summaries, Go/No-Go evaluation, suggested past projects and team members matched to the RFP, first drafts of proposals and fee letters in the firm's voice, and a compliance and proofreading pass in which the AI acts as an evaluator; its menu also lists bid leveling. RFPM lists tailored resumes, project sheets exported to DOCX in the firm's template, SF330 Section E resumes and Section F project sheets, branded SOQs and DOT prequalification formats; it says it does not build the SF330 Section G matrix, and its Proposal Drafts feature (a whole draft from the firm's files) is marked Waitlist.
- Pursuit tracking and search: RFPM has a pursuit workspace for RFP intake, requirements, addenda and deadlines, and Ask RFPM Agent, which answers from the firm's records with sources and leaves the team to pick people and projects. Workorb describes search across the firm's data in its Knowledge Hub and section-by-section guidance on drafts; it does not describe a separate pursuit tracker on the pages we read.
- Who it is for: Workorb pitches its RFP & Proposal Evaluator at small and mid-sized firms, the Proposal Assistant at mid-sized and large firms and the Knowledge Hub at large firms. RFPM says it is built for civil, CM, transportation and water firms of 15 to 200 staff that win public work through SOQs, RFQs and SF330s, plus independent proposal consultants.
- Setup: Workorb says most firms are running in about 48 hours. RFPM runs a guided pilot with no self-serve signup; its FAQ says most firms are running within a week, and on Workspace the vendor loads the firm's data.
- Pricing (checked Oct 22, 2026): Workorb publishes a price for its lighter product, the RFP & Proposal AI Evaluator, at $175 per user per month on a monthly commitment or $149 per user per month on an annual one, with no credit card required to try it; Workorb Enterprise with the Knowledge Hub, Proposal Assistant and Document Assistant is custom pricing. RFPM publishes no figures: it prices by the firm, not the person, with Solo (one login), Workspace (five seats, seats six to ten as add-ons, first paid month as the evaluation) and Enterprise (annual, priced by band), all via a quote, and every plan carries allowances for pages read, model calls and storage.
- AI tags: both are tagged AI-first.
- Not used here: Workorb's proposal-time, win-rate, hours-saved and no-hallucinations claims, and RFPM's per-resume time figures, the hours it attributes to SMPS, and its customer quotes (vendor material). Neither tool has been tested by Means & Methods Lab.
Paraphrased from the sources listed above. Vendor claims are reported as claims.
What users say
The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.
Workorb
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RFPM.ai
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Used either of these? Share your take
Good or bad, an honest review from an estimator, PM or super helps the next team more than another vendor demo. You post under a handle; your email is never shown.
Questions to ask in your review
- How each handles a firm whose past proposals live only in shared folders with inconsistent naming
- When RFPM's Proposal Drafts leaves the waitlist
- Whether Workorb produces SF330 Section E and F pages in the federal format
- What RFPM's plans cost and what Workorb Enterprise costs for a firm of your size
- What did you use it for, on what kind of work and project size?
- How long did setup and training take, and who on your team did it?
How reviews work: review guidelines and methodology. All reviews: reviews hub.
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