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SharePoint Skill

RFP Response - Compliance Review

Checks a proposal draft against the firm's configurable compliance rules — prohibited language, required disclosures, role and positioning boundaries, and procurement submission requirements — logging all findings and blocking publication until High severity issues are resolved.

RFP Response - Compliance Review

About this sample

The RFP Response - Compliance Review skill is a configurable, rule-based compliance check that runs after the salesperson has reviewed the draft. It ships with illustrative example rules for an advisory firm — these must be replaced with the firm's actual rules before use.

High severity findings are publication blockers. A salesperson who believes a High finding is incorrect must escalate to an authorized approver — the skill will not downgrade a finding without human sign-off.

Products & metadata

SharePointMicrosoft 365 CopilotSharePoint-AI-SkillProposal Automation