SolicitationAI: Automating Federal Solicitation Review in Salesforce
For federal acquisition teams, reviewing solicitations is one of the most time-consuming and error-prone parts of the job. Teams spend hours digging through PDFs, copying information into Salesforce, searching across scattered systems, and trying to keep deadlines and requirements consistent. These manual processes often lead to missed details, inconsistent Opportunity records, and lost time that could be spent on strategy.
CloudWave built SolicitationAI, a Salesforce Agentforce solution that eliminates this workload. Instead of manually reading through every document, users simply ask the agent. It searches the organization’s document library, extracts the key details, and can automatically create or update Salesforce Opportunities – reducing hours of effort to just minutes.
How SolicitationAI Works
In Salesforce, an opportunity is the central record used to track a potential contract throughout the acquisition lifecycle. It holds key details like deadlines, requirements, amounts, and related documents, making it the system of record for pursuing government solicitations. By automatically populating and updating this record, SolicitationAI ensures teams have accurate, complete information without hours of manual data entry.
Using Salesforce’s native AI, SolicitationAI connects to repositories like SharePoint and analyzes RFPs, RFQs, amendments, and related attachments instantly. Users can ask natural-language questions such as:
- “What are the requirements for solicitation 140P8625Q0014?”
- “What’s the deadline?”
- “Compare solicitation 140P8625Q0014 with W91QF525RA021.”
- “Create an Opportunity for this solicitation.”
- “Validate this Opportunity and apply recommended changes.”
The agent answers with grounded, source-linked information and can generate or adjust Opportunity records automatically – ensuring accuracy and consistency across the acquisition pipeline.
SolicitationAI also detects changes when new amendments appear, flags discrepancies, and recommends updates, helping teams stay aligned with evolving requirements.
Key Features
- Natural-language search across all solicitation documents.
- Automatic extraction of deadlines, requirements, and key details.
- One-click creation or updating of Salesforce Opportunities.
- Comparison between solicitations.
- Validation of existing Opportunities with recommended changes.
- Full traceability back to the original document.
- Works with any document repository.
Results for Acquisition Teams
- Multiple hours reduced to minutes for each solicitation.
- Faster bid/no-bid decisions.
- More consistent and accurate Salesforce records.
- Fewer missed deadlines and overlooked requirements.
- Significant reduction in administrative burden.
By automating the most time-consuming parts of solicitation review, SolicitationAI gives acquisition teams the ability to move faster, stay more accurate, and respond to opportunities with greater confidence. Agencies can reallocate staff time toward higher-value analysis and strategy, reduce the risk of missed requirements, and ensure every solicitation is handled with the consistency that mission-critical procurement demands.
About CloudWave
CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.