

Navan’s sales team had years on Responsive, a legacy RFP tool, but the cracks kept showing:
The tipping point came when a mission-critical RFP became impossible to complete in time.
“We didn’t have time to finish the RFP even with our existing RFP response tool. And that was like a five-alarm fire going off. We knew we had to start looking for a better way to do it.”
- Rachael McDaniel, Senior Manager, Global Proposals
Navan needed a solution that was intuitive and actually worked by producing trustworthy drafts and enabling cross-functional collaboration.
“The Sales Team’s excitement about Arphie has been palpable. You’re taking the most dreaded part of a sales job. It's painful. They hate it. Even the really detail-oriented Account Executives (AEs) on the Enterprise Team who like to write still don't want to be doing RFPs. ”
- Rachael McDaniel, Senior Manager, Global Proposals
As Navan is the leader in the Corporate Travel Management space, it was critical to the Navan team to also work with the leader in the RFP response space. However, the issue was that there were many options to choose from, all claiming to do similar things.
Navan ran a trial evaluating multiple solutions, including Loopio, Arphie, and several other AI-native tools. At the end of the day, the decision came down to two key decision criteria: does it work, and will they support us?
The answer quickly became clear:
“If you wanted to change the prompt and rerun it… other tools would start to struggle. With Arphie, the first drafts were strong, and re-prompting actually worked.”
- Erik Nelson, Major Account Executive
A partner, not just a vendor. Arphie distinguished itself during the POC by deeply understanding Navan’s workflow and quickly acting on their feedback. When the team mentioned a feature they’d be interested in, Arphie shipped it within a day — demonstrating responsiveness and commitment to Navan’s needs.
“I love Arphie! It’s saved me the most time, without reducing output, I’ve ever experienced.”
- Spencer Sheppard, Senior Account Executive
The impact was clear within the first quarter:
Switching to Arphie usually takes less than a week — and your team won't lose any of your hard work from curating and maintaining your knowledge base and/or content library on your previous provider. The Arphie team will provide white-glove onboarding throughout the process of migration.
Arphie takes security extremely seriously. Arphie is SOC 2 Type 2 compliant, and employs a transparent and robust data protection program. Arphie also conducts third party penetration testing annually, which simulates a real-world cyberattack to ensure our systems and your data remain secure. All data is encrypted in transit and at rest. For enterprise customers, we also support single sign-on (SSO) through SAML 2.0. Within the platform, customers can also define different user roles with different permissions (e.g., read-only, or read-and-write). For more information, visit our Security page.
Customers switching from legacy RFP or knowledge software typically see speed and workflow improvements of 60% or more, while customers with no prior RFP software typically see improvements of 80% or more.
Arphie enables customers to achieve these efficiency gains by developing patented, advanced AI agents to ensure that answers are as high-quality and transparent as possible. This means that Arphie's customers are getting best-in-class answer quality that can continually learn their preferences and writing style, while only drawing from company-approved information sources. Arphie's AI is also applied to content management streamlining as well, minimizing the time spent on manual Q&A updating and cleaning.