By Use Case · RFPs, RFIs, RFQs & RFXs
From upload to submitted.
Drop in the RFP, the RFI, the RFQ. Iris finds the questions, drop-downs, and answer columns automatically, drafts every response from your live knowledge map, and pushes the finished file back into either the original sheet or your branded template, all with citations, confidence scoring, and a full audit trail.
Kick off the project, your way
Start it where you work.
In Iris · one click
Create Project
Drop in the RFP, RFI, or RFQ in Iris directly. Iris extracts every question and structures the project automatically.
From your CRM
Salesforce · HubSpot
Drop the RFP onto the opportunity in Salesforce or HubSpot. The project kicks off in Iris and reps track progress without leaving the CRM.
In Slack or Teams
From the message
Drop a file into your #proposals channel and start a project from the message. Notifications and SME assignments flow back through the same channel.
The workflow
From upload
to submission,
one flow.
01
Analyze
30 seconds
Upload the RFP. Iris scores qualification and go/no-go, extracts every requirement, and pulls every key date, in 30 seconds.
02
Custom instructions
Enforced on every answer
Choose a pre-saved style, Technical, Legal, British English, or write your own. Tone, length, and structure are enforced on every answer.
03
Invite collaborators
People or groups
Add individuals or teams, Information Security, Legal, Sales Engineering. Assign questions or sections to the right people from the start.
04
Iris generates
80–90% ready
Every question answered from your knowledge map,
contextual, cited, confidence-scored. First drafts 80–90%
ready to review.
05
Review & reassign
Without losing history
Edit inline. Comment and @-mention a SME. Reassign a question to the right expert, without losing edits or audit history.
06
Approve
Through your workflow
Route through any sign-off chain your governance requires, single reviewer, multi-reviewer, or sequential steps like Review → Approval. Nothing exports until every step signs off.
07
Export
Native or branded
Ship it back in the native format you received it in, CSV, DOCX, XLSX — or to your own branded company template, executive summary and cover page included
See it live
Run it on your last RFP.
15 minutes. We'll run it on one of your last RFPs, upload to
submission-ready, live.
