The short answer
There is no RFP feature in the HubSpot CRM, and the RFP Agent was one of five pre-built agents sunset on July 23, 2026¹. What is left is three free RFP templates, written for the buyer issuing an RFP²; quotes, which price work for a buyer who already chose you⁴; and documents, which share and track a finished file⁵. The response still has to be written, and its raw material is the conversation.
What HubSpot ships for RFPs today
HubSpot's RFP surface is three things, and only two of them live in your portal.
The free RFP templates — files, not a CRM feature
HubSpot gives away "3 Free, Unique RFP Templates" behind a form: a one-page and a longer, detailed version as Google Docs, plus a designed interactive PDF². You download and edit them; nothing appears in your portal. Check who they are for. HubSpot's own framing is "Working on a project and need to outsource the work? Use an RFP to source multiple proposals"² — written from the buyer's chair. If you are the consultant on the receiving end, that template is what lands in your inbox, not what you send back. Take it from the source anyway: HubSpot's free RFP templates².
The RFP Agent, and what the July 23, 2026 sunset means for you
The Agent Marketplace lists HubSpot's pre-built agents, customisable in the agent builder¹. The RFP Agent was one of them. HubSpot's knowledge base now states, verbatim: "on July 23, 2026 the following agents were sunset. If you've previously installed these agents, they will remain in your account. However, these agents can not be installed going forward."¹ So an existing install stays where it is — but you cannot add it anywhere new: not a second portal, not a client's portal. The article that documented the RFP Agent specifically now redirects to that general marketplace page, so its setup instructions are gone too.
Why quotes and documents are not RFP responses
Quotes exist to "share pricing with buyers, record quote acceptance, collect signatures, and receive payments", built from deal information and line items — Revenue Hub Professional or Enterprise, and "a Revenue Hub seat is required to create and edit quotes"⁴. That is a priced document for a buyer who already picked you; in an RFP the buyer has picked nobody, and the document has to argue method, team, evidence, and risk before price means anything.
Documents sits closer to delivery than authorship: upload a file, share it as a link, and "Tracking is applied automatically when you share a document, except when adding a document link to an email template"⁵. That tells you the evaluation panel opened your PDF. It does not write a page of it.
Responding to an inbound RFP vs. sending an outbound proposal — two different jobs
Most tooling sold as proposal software — ours included — is built for the outbound job: you had the call, you write the case. An RFP response is a different discipline, scored against a rubric you did not write, to a deadline you did not set.
| Inbound RFP response | Outbound proposal | |
|---|---|---|
| Who sets the structure | The buyer — a questionnaire or portal | You |
| Where content comes from | A reusable answer library | The discovery call — the client's own words |
| What wins | Completeness first, differentiation second | A convincing case, sent while the call is warm |
| Best HubSpot fit | A pipeline stage and logged activities⁶⁷ | The deal record and the call transcript behind it |
If your RFP Agent is gone: what to do instead
- Rebuild it in the agent builder. The builder is still there — check the gates first: Professional or Enterprise on Marketing, Sales, Service, Data, or Content Hub, or Smart CRM; HubSpot credits; and Super Admin or Agent Builder permission¹. Note that "Custom agents created in Agent Builder are not eligible for listing on the Agent Marketplace"¹.
- Build an answer library, not a generator. Most of an RFP is questions you have answered before — security, insurance, references, bios, methodology. The bottleneck is finding last quarter's approved wording, not writing fresh prose.
- Separate the questionnaire from the case. One or two sections decide the outcome: understanding of the problem, proposed approach, why you. A library cannot supply those — they come from the conversation you had before the RFP landed.
That last point is where Artiweave sits, and the boundary is worth stating plainly: it is not an RFP autoresponder and does not fill in procurement questionnaires. It reads a real sales-call transcript and drafts the persuasive document — the problem in the client's own words, scope, pricing, and a narrated video walkthrough — with every claim traced to something actually said and gaps flagged, never invented. It is in early access ahead of general availability in 2026, so today that means the waitlist.
Running an RFP response out of HubSpot without an agent
You do not need an agent to make HubSpot useful here — you need the RFP to behave like the multi-stage process it is.
- Give it pipeline stages. Pipelines "help visualize your processes through stages", deals have them, and they are available on all products and plans⁶. RFP received → bid/no-bid → drafting → submitted → decision beats leaving it in "Qualified" for five weeks.
- Log the submission. HubSpot logs calls, emails, meetings, notes, and tasks against records⁷, and its Notes API creates a note with an
associationsobject targeting a deal, carrying attachments inhs_attachment_ids⁸ — the write-back mechanism behind our HubSpot proposal automation guide. - Share the file through documents rather than as an email attachment: a shared link is tracked automatically⁵ — where the buyer's submission process allows a link rather than an uploaded file.
RFP vs. proposal vs. SOW
Three documents, three moments. An RFP is issued by the buyer to collect bids³. A proposal is what you send back to win the work. A statement of work is written once you have won it, to govern delivery — our reference on proposal vs SOW covers that boundary. For a worked example of the middle document see our HubSpot consulting proposal example, and for the mechanics, how to turn a sales call into a proposal.
HubSpot RFP FAQ
Does HubSpot have an RFP tool?
Not in the CRM. There are three free downloadable templates², a written guide³, and quotes and documents for pricing and sharing⁴⁵ — but no RFP object, no RFP pipeline, and since July 23, 2026 no installable RFP Agent¹.
What happened to the HubSpot RFP Agent?
It was sunset. HubSpot's knowledge base states that on July 23, 2026 the RFP Agent — with the Social Post, ABM Landing Page, Cross-sell/Upsell, and Sales to Marketing Feedback agents — was sunset, and that these agents "can not be installed going forward"¹.
Can I still use one I already installed?
HubSpot's wording is explicit: "If you've previously installed these agents, they will remain in your account"¹. What you cannot do is install it anywhere new — so treat it as a sunset feature and plan a replacement rather than building a process on it.
Where are HubSpot's free RFP templates?
On offers.hubspot.com/rfp-templates, behind a form². They are for issuing an RFP as a buyer, not answering one as a vendor.
Sources
- HubSpot Knowledge Base — Install agents from the Agent Marketplace (updated July 24, 2026)
- HubSpot — Free RFP Templates (accessed August 17, 2026)
- HubSpot Blog — RFP: How to Write a Strong Request for Proposal (2026)
- HubSpot Knowledge Base — Create and send quotes (2026)
- HubSpot Knowledge Base — Upload and share documents (2026)
- HubSpot Knowledge Base — Set up and manage object pipelines (2026)
- HubSpot Knowledge Base — Create or log activities on a record (2026)
- HubSpot Developers — Activities: Notes (2026)
When it's really a proposal, start from the call — not a blank template.
Artiweave turns a finished sales call into a polished, on-brand proposal — with a narrated video walkthrough — in minutes. Free while in early access.
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