1up

Automates RFPs and questionnaires for sales teams in minutes

1up is an AI-powered platform that automates RFP and security questionnaire responses for sales teams, pulling data from sources like websites, Google Drive, and Confluence to deliver accurate answers quickly. It integrates with Slack, Teams, and browsers, streamlining workflows. The tool is SOC2 compliant, ensuring data security through encryption. Trusted by companies like WalkMe and Deliveroo, it’s built for enterprises handling high volumes of questionnaires.

The Questionnaire Automation feature processes Excel, Word, PDF, and web-based forms, generating hundreds of answers in minutes. Knowledge Automation creates a dynamic knowledge base, updating as new data is added. The browser plugin autofills web forms instantly, while Slack and Teams integrations provide real-time answers for sales reps. The Trust Hub organizes compliance data for client inquiries.

Compared to Vendorful, 1up offers broader data source integration, but Vendorful is simpler to set up. AutoRFP competes closely but lacks the same level of chatbot functionality. Pricing targets enterprises, aligning with competitors but potentially high for smaller teams.

Some users report a learning curve for setup, especially with scattered data sources. The AI’s accuracy depends on well-organized inputs. Smaller teams may find the tool complex for occasional use. The free trial helps test compatibility.

To get started, ensure your data sources are organized. Use the free trial to evaluate integrations and test the browser plugin for web forms.

Homepage Screenshot 📸

Video Overview 🎬

What are the key features? ✨

Questionnaire Automation: Generates hundreds of RFP and questionnaire answers in minutes from trusted sources.
Knowledge Automation: Builds a dynamic knowledge base from websites, Google Drive, and Confluence.
Browser Plugin: Autofills web-based questionnaires instantly on any webpage.
Slack/Teams Integration: Provides instant answers to sales queries via chatbots in Slack and Teams.
Trust Hub: Organizes compliance and security data for quick client responses.

Who is it for? 🤔

1up is designed for enterprise sales and IT teams who handle frequent RFPs and security questionnaires, particularly in industries like tech, finance, or healthcare where compliance and speed are critical. It suits organizations with robust digital infrastructures, using tools like Google Drive, Confluence, or Slack, and those needing to streamline complex workflows while maintaining data security.

Examples of what you can use it for 💡

Sales Manager: Uses 1up to automate RFP responses, saving hours on manual research.
IT Compliance Officer: Answers security questionnaires quickly with Trust Hub’s organized data.
Sales Rep: Queries product details via Slack chatbot for instant client responses.
Marketing Team: Pulls updated product info from Knowledge Automation for campaigns.
Customer Success Lead: Resolves client inquiries using browser plugin for web forms.

Pros & Cons ⚖️

Automates RFPs in minutes
Integrates with multiple sources
Fast browser plugin

Pricey for small teams
Learning curve for integrations

FAQs 💬

What is 1up’s primary function?

Automates RFP and security questionnaire responses for sales teams.

What data sources does 1up use?

Pulls from websites, Google Drive, Confluence, Notion, and more.

Is 1up secure for sensitive data?

Yes, it’s SOC2 compliant with encrypted data storage and transmission.

Can 1up integrate with Slack?

Yes, its chatbot provides instant answers in Slack and Teams.

Does 1up support web-based forms?

Yes, the browser plugin autofills questionnaires on any webpage.

Is there a free trial available?

Yes, 1up offers a free trial to test its features.

How does 1up compare to Vendorful?

1up offers broader integrations, but Vendorful is simpler to set up.

Can small teams use 1up?

Yes, but it’s optimized for enterprises with frequent RFPs.

Does 1up update answers automatically?

Yes, Knowledge Automation refreshes data as new info is added.

What file formats does 1up support?

Handles Excel, Word, PDF, and web-based questionnaires.

Ready to try 1up?