By Use Case · Sales Proposals
Proactive
proposals. Written for this deal.
The artifact your champion uses to sell for you when you're not in the room — proposals, business cases, SOWs, and any content needed to win deals across the sales cycle. Iris builds each one from three layers of context, your knowledge, deep research on the prospect, and the deal history sitting in your CRM.
How a proactive proposal gets built
Five steps,
one artifact.
01
Research
The research your best writer wishes they had time to do.
Iris builds a live intelligence layer around every deal, your
knowledge, the prospect's world, every signal from your
relationship. The brief is contextualized before the first word.
- Company knowledge, fresh. Pulled live from your stack. Kept current as you edit.
- Prospect Research. Funding, hires, launches, pulled from the web.
- Deal intelligence, captured. The deal history in your CRM, every call and email with the prospect.
02
War Room
The context that wins lives in someone's head.
A structured interview Iris runs with the deal team to extract
the buyer-specific brief that otherwise lives in a rep's
memory or a half-filled CRM field.
- Iris does the interviewing. It asks the questions a buyer would ask you.
- Buyer-specific brief, on the record. Champion, blocker, ranked priorities, positioning angle.
- Compounds across deals. Every brief is indexed; today's interview shapes the next opportunity.
03
Respond
Written for each buyer. Not recycled.
Legacy tools stitch fragments of past proposals. Iris
generates fresh narrative from your latest source of truth,
shaped by the research and the deal, 80–90% ready, in your
brand and template.
- Generates, doesn't retrieve. Blends case studies, product docs, messaging into new prose.
- Golden answers where they matter. Legal, security, compliance pull from approved sources.
- Iris Verify on every claim. Inline citations, confidence scores, audit trail draft-to-submit.
- 200+ languages. Tone, length, brand voice. Set once, enforced everywhere.
04
Collaborate & Approve
The enterprise workflow
you expect.
All the commenting, tagging, assignments, approvals, and governance you're used to, plus the things only Iris does.
- Everything you expect. Comment, @-mention, reassign, route through approvals.
- Real multiplayer. Live cursors and change tracking, not a locking dance around a shared file.
- Iris in the huddle. Ask Iris live, right inside the project, answered on the spot.
- Red-team review. Iris reads the finished draft against the rubric and tells you what's missing before submission.
05
Export
In any format the deal needs.
Ship the finished proposal in whatever the moment calls for,
your branded company template with cover page and
executive summary, a native document, or a slide deck for
the room.
- Branded template. Your cover, your colors, your boilerplate, applied automatically.
- Native formats. DOCX, PDF, or the original sheet, fully formatted, citations intact.
- PowerPoint, too. Export the same proposal as a PPT deck when the buyer wants to present it, not read it.
Down-selected? Now present.
The proposal
becomes the deck.
When you make the shortlist and the buyer wants you in the room, Iris turns the same approved proposal into a slide deck for the oral presentation, so you're not rebuilding the story in PowerPoint the night before.
Same source of truth
No copy-paste
The deck is generated from the proposal you already wrote and approved, the narrative, numbers, and claims carry straight over, citations intact.
Built for the room
Create Project
Executive summary, win themes, and differentiators laid out as slides, in your brand template, ready to rehearse instead of reformat.
Export to PowerPoint
Editable PPT
Ship a native PPT your team can fine-tune, so the oral presentation lands as polished as the written response.
The 360° intelligence behind every proposal
Three layers,
in parallel.
Institutional knowledge
Pulled live
Blog posts, case studies, release notes, product docs, pulled live from SharePoint, Google Drive, Notion, Confluence, and more.
Deep prospect research
Connected to what you do
Iris pulls funding, executive hires, strategic priorities, recent news, and connects it to what your business does.
Deal history
Commitments, blockers,
champions
The deal history in your CRM, the calls and emails with the prospect, HubSpot or Salesforce data, every Gong recording, every thread. Commitments made, blockers identified, champions named.
See it live
Generate
one on a live deal.
15 minutes. We'll generate a proactive proposal on a live
deal in your pipeline.
