Iris + Chrome

Bring Iris anywhere you work. With the Iris Chrome Extension, you can access instant answers, reuse approved content, and complete RFPs, DDQs and security questionnaires directly inside portals, PDFs and web-based forms. No switching tabs, no copy-paste, no hunting for the right language. Iris surfaces the best approved responses in context, keeps your content library at your fingertips and helps you move faster across every part of the response workflow.

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Key Features

Work Inside Any Portal

Auto-fill RFPs, DDQs, and security questionnaires without switching tabs

Instant Answers, Anywhere

Pull the best responses from your knowledge base in real time

Keep Teams Aligned

Ensure every response uses the latest approved language

Accelerate Review Cycles

Complete complex questionnaires faster with contextual suggestions

Integrations FAQ

Quick answers about how Iris connects with your existing tools to streamline RFP, DDQ, and proposal workflows.

Which systems does Iris integrate with?

Iris integrates with CRMs, collaboration tools, cloud storage, and workflow platforms commonly used across sales, presales, and security teams. Popular connections include Salesforce, HubSpot, Slack, Google Workspace, and Chrome extensions that support day-to-day proposal work.

How do integrations help proposal, presales, and security teams?

Integrations reduce context switching and keep key information in sync. Teams can pull in relevant data, collaborate in real time, and submit work more efficiently—all without leaving their existing environment. This helps maintain consistency and shortens review cycles.

Does Iris support CRM syncing?

Yes. Iris connects with leading CRMs so teams can keep opportunity records, proposal activity, and content usage aligned with active deals. This gives sales and presales teams better visibility into where responses and questionnaires sit within each cycle.

Do teams need engineering resources to set up integrations?

Not usually. Most integrations can be configured directly within Iris through guided workflows. Teams can connect common tools quickly, and administrators can manage access and settings as needs evolve.

Can Iris integrate with document portals or security questionnaires?

Yes. Iris supports workflows that help teams manage submissions to common document portals, security questionnaires, and compliance platforms—making it easier to keep content aligned while reducing manual steps in the process.

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