AI RFP Automation for Sales Engineers & Presales Teams

Iris helps Sales Engineers and Presales teams automate technical Q&A, RFP responses, and security questionnaires by retrieving accurate answers directly from your product, engineering, and system documentation.

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Common Workflow Blockers for Sales Engineering Teams

These challenges slow down RFP responses, technical reviews, and presales cycles.

Scattered Information

Product, API, and security details live across multiple systems, making it harder for teams to quickly locate accurate information during technical evaluations.

Constant Interreptions

AEs and customers repeatedly ask SEs the same technical questions because answers aren’t centralized or searchable during RFPs and evaluations.

Stale Documentation

When technical documentation isn’t updated regularly, it becomes difficult to ensure consistent answers across RFPs, security questionnaires, and demos.

Centralized Technical Knowledge for Sales Engineering Workflows

Unified Technical Knowledge

Connect all your technical documentation into one AI-powered hub tailored for Sales Engineers. Iris understands architecture diagrams, API references, deployment guides, and security certifications — making technical knowledge instantly searchable during RFPs, evaluations, and demos.

Auto-sync with Notion, Confluence, and documentation sites

Instant search across all technical docs, specs, and product knowledge

Version-aware responses (always the latest info)

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Context-Aware Technical Responses for RFPs and SE Workflows

Ask complex technical questions and get precise responses grounded in your product documentation. Iris pulls from technical manuals, deployment details, security certifications, and internal knowledge to deliver accurate, auditable answers during RFPs, evaluations, and technical reviews.

Understands technical context and requirements

Cites exact sources for auditability

Generates responses on first draft

RFPs, Automated

RFPs become time-consuming when information lives in different places. Iris brings your latest product documentation and approved RFP content together to generate accurate, reusable responses your team can trust.

Generates complete first drafts in minutes by reusing trusted, up-to-date answers from past RFPs.

Ensures consistent, compliant language by pulling directly from your approved product content and messaging.

Eliminates manual searching and rework by centralizing all technical, product, and RFP content in one place.

Give SEs Their Time Back—RFPs Shouldn’t Eat the Whole Day

See how sales engineers are getting back to the work that matters

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60%

Faster RFP Response Time

100%

alignment across your technical documentation

20–30 hrs

Saved Per RFP

Spend less time on RFPs and more time on technical work that matters.

See how Sales Engineers are reducing RFP workload and freeing up hours for high-impact technical projects.

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Sales Engineer FAQ

Clear answers on how Iris helps SEs reduce repetitive requests, improve accuracy, and stay focused on high-value technical work.

How does Iris reduce repetitive questions for SEs?

Iris gives AEs instant access to accurate, approved technical answers — eliminating hundreds of repeat questions that normally interrupt SE workflows.

Does Iris help SEs prep for technical calls?

Yes. Iris centralizes product details, integrations, security explanations, and FAQs so SEs can quickly gather the material they need before every customer conversation.

Can Iris improve consistency across the SE team?

Iris ensures every technical answer comes from the same approved source — removing inconsistencies between SEs and preventing outdated or conflicting information from reaching prospects.

Does Iris reduce time spent on questionnaires and technical forms?

Yes. Iris can draft technical responses automatically and surface validated content instantly, cutting completion time on security questionnaires, DDQs, and technical docs by up to 80%.

How does Iris support SE bandwidth during busy cycles?

By reducing interruptions and surfacing accurate technical info to AEs, Iris frees SEs to focus on demos, evaluations, architecture discussions, and closing deals — not repetitive content requests.