SiftHub

Paid ExtensionWeb

What SiftHub is

SiftHub is a deal orchestration platform for presales and revenue teams, available on the web and as an extension. It automates RFP work from intake and question extraction through drafting, review, and submission. For deal preparation, it can generate pre-call briefs, post-call summaries, and sales-to-customer-success handover briefs from CRM and call data. It also creates buyer-tailored proposals, battlecards, one-pagers, follow-ups, and technical briefs using verified sources. SiftHub Pulse provides account-specific answers during live calls; the company says no bot joins the call. A reusable content library, collaboration workspace, approval workflow, and AI response drafting support response work, and outputs can be exported as DOCX or PDF. Connectors include CRM, call, collaboration, and content tools such as Salesforce, HubSpot, Gong, Slack, Teams, Drive, and SharePoint. Word and Excel add-ins and a browser extension can read questions and populate procurement portal fields. SiftHub says it holds SOC 2 Type II, ISO 27001:2022, and VAPT certifications. Pricing is tailored and available on request; there is no free plan.

Who it suits

SiftHub suits presales and revenue teams handling RFPs, preparing deals, and creating buyer-specific sales materials. Its live call assistance and portal tools may also suit teams working directly in calls and procurement portals.

What it does well

Automates RFP work through submission
Creates deal briefs from CRM and call data
Offers account-specific live call answers
Exports responses as DOCX or PDF

What to know first

No free plan
Pricing is available on request
Transaction limits and consumption rates may vary by contract

Limits

There is no free plan. Pricing is tailored to the team, and transaction limits and consumption rates can vary by plan or contract.

Plans

Plan	Billed and limits	Price
RFP Agent	AI-powered RFP response automation · Questionnaire autofill from multiple sources · Works within Word, Excel, Google Sheets, Google Docs, and the SiftHub web app	On request
Full AI Platform	Full deal-cycle platform · RFP and questionnaire automation · Connected knowledge and CRM context	On request
RFP Agent or full platform	Pricing tailored to your team; request a quote. · Transaction limits and consumption rates vary by plan or contract	On request

As sifthub.io lists them, read 20 Sept 2026. The maker's own page has the final word.

Getting started

Visit the SiftHub website
Request a quote for the RFP Agent or Full AI Platform
Use the web app or install the browser extension
Add Word or Excel add-ins when needed
Connect your listed content, CRM, call, and collaboration services
Configure roles, SSO/SAML, and approval workflows
Complete structured onboarding and role-based training

Verdict

SiftHub combines RFP automation with deal preparation and sales content tools. Teams should request a quote and confirm transaction limits and consumption rates for their plan or contract.

Questions

Does SiftHub offer a free plan?

No. SiftHub is a paid product with pricing available on request.

What platforms does SiftHub support?

It is available on the web and as a browser extension, with Word and Excel add-ins. The RFP Agent also works in Google Sheets and Google Docs.

What plans are available?

Plans listed are RFP Agent and Full AI Platform. A team-tailored RFP Agent or full-platform plan is billed under pricing arranged by quote.

Which integrations are supported?

Connectors include Slack, Microsoft Teams, Google Drive, SharePoint, OneDrive, Confluence, Notion, Salesforce, HubSpot, Gong, Clari, Avoma, Zoom, Highspot, Seismic, Zendesk, JIRA, Website, and Google and Outlook Calendar.

How does SiftHub protect data?

It lists SOC 2 Type II, ISO 27001:2022, and VAPT certifications; AES-256 encryption at rest; TLS 1.2+ in transit; permission-aware access; role controls, SSO/SAML, and audit logging. Customer data is not used to train or fine-tune models.

Can responses be exported?

Yes. SiftHub supports DOCX and PDF response export.

Facts from SiftHub's own pages

Access controls: The platform says it respects source application permissions and provides role-based access controls, SSO/SAML, and audit logging. · sifthub.io, 2 Oct 2026
Reusable content library: Yes · sifthub.io, 20 Sept 2026
Data protection: SiftHub states that data at rest uses AES-256 encryption, data in transit uses TLS 1.2+, and customer data is not used to train or fine-tune models. · sifthub.io, 2 Oct 2026
Data residency: SiftHub says its AWS and Azure setup supports region-aware data residency for the EU, APAC, and North America. · sifthub.io, 2 Oct 2026
Deal preparation: It generates pre-call briefs, post-call summaries, and sales-to-customer-success handover briefs from CRM and call data. · sifthub.io, 2 Oct 2026
Document and portal support: SiftHub offers Word and Excel add-ins and a browser extension that can read questions and populate procurement portal fields. · sifthub.io, 2 Oct 2026
Free plan: No · sifthub.io, 20 Sept 2026
Integrations: Listed connectors include Slack, Microsoft Teams, Google Drive, SharePoint, OneDrive, Confluence, Notion, Salesforce, HubSpot, Gong, Clari, Avoma, Zoom, Highspot, Seismic, GTM Buddy, Zendesk, Document360, JIRA, Website, and Google and Outlook Calendar. · sifthub.io, 2 Oct 2026
Live call assistant: SiftHub Pulse provides account-specific answers live during calls, and the site says no bot joins the call. · sifthub.io, 2 Oct 2026
Pricing limit: The pricing page says transaction limits and consumption rates may vary by plan or contract. · sifthub.io, 2 Oct 2026
Product: SiftHub describes itself as a deal orchestration platform for presales and revenue teams. · sifthub.io, 2 Oct 2026
RFP automation: It automates RFP intake, question extraction, drafting, review, and submission. · sifthub.io, 2 Oct 2026
Sales collateral: It creates buyer-tailored proposals, battlecards, one-pagers, follow-ups, and technical briefs from verified sources. · sifthub.io, 2 Oct 2026
Security certifications: The company says it holds SOC 2 Type II, ISO 27001:2022, and VAPT certifications, with supporting documents available on request. · sifthub.io, 2 Oct 2026
Support and onboarding: The company says its Customer Success team provides structured onboarding, role-based training, weekly or biweekly check-ins, and a dedicated Slack or Teams channel. · sifthub.io, 2 Oct 2026

Where SiftHub stands on Freedom251

Bid Management Software#54 of 94
RFP Response Software#24 of 27