In today’s competitive SaaS market, every deal cycle moves fast. Prospects expect quick, accurate, and well-structured proposals — but for many SaaS teams, responding to RFPs, RFQs, and security questionnaires still feels manual and time-consuming.
That’s where Iris comes in.
Iris helps SaaS companies automate their proposal workflows — from RFP automation and security questionnaire responses to compliance documentation and technical validations — all within one AI-powered platform.
The result? Less admin work. More deals closed.
For SaaS sales, presales, and proposal teams, every RFP feels like déjà vu.
You’re answering the same 300 questions over and over again, chasing down SMEs, and formatting documents manually.
Common bottlenecks include:
Each delay means another prospect moves on.
Without automation, the process becomes a tax on your time — and your team’s focus.
Read more about why early-stage alignment matters in Preliminary Sales: Building Trust Before the Pitch.
Iris helps SaaS companies respond to RFPs up to 90% faster by combining AI, content intelligence, and collaboration tools into one streamlined workflow.
Here’s how it works:
Every answer is traceable, version-controlled, and backed by your company’s approved data.
If this sounds familiar, it’s because the same concept powers security questionnaire automation — but optimized for procurement and deal desks.
SaaS companies using Iris see measurable improvements across every stage of the deal cycle:
Reduce proposal creation time from days to hours. Iris automatically fills in answers to repetitive questions based on historical data and approved messaging.
Every response aligns with your latest product capabilities, brand tone, and compliance framework — no more outdated or inconsistent answers.
Sales, presales, legal, and security teams can collaborate in one shared workspace. Comments, approvals, and tasks stay organized in context.
Iris centralizes all your security certifications, policies, and risk documents — making it easy to respond to vendor assessments.
See how this works in What Is Security Questionnaire Automation?.
The faster your team responds — and the more tailored your proposal — the higher your chances of winning.
Iris helps your team focus on strategy, not formatting.
Before the RFP even lands, presales engineers use Iris to access accurate technical and security data for prospect discussions.
This keeps teams aligned and speeds up qualification.
→ Related: Preliminary Sales: Building Trust Before the Pitch
When an RFP or RFQ arrives, Iris pulls from your approved knowledge base to automatically populate answers and generate drafts.
Learn more about how automation transforms this process in How to Streamline Proposal Responses with AI.
SaaS companies face intense scrutiny during procurement. Iris helps automate security questionnaires and compliance forms with pre-mapped, verified answers.
This ensures accuracy across SOC 2, ISO 27001, HIPAA, and other frameworks — while maintaining traceability and audit readiness.
Once deals close, teams use Iris to standardize internal knowledge and enablement.
From onboarding new sellers to maintaining consistent responses across regions, Iris becomes your single source of truth.
For more insights on building scalable response systems, check out RFP vs RFQ vs RFI: Understanding the Differences.
Across Iris customers in technology and SaaS, teams report:
By automating repetitive tasks, Iris helps SaaS companies turn complexity into clarity — and speed into a competitive advantage.
Unlike generic document tools, Iris is purpose-built for RFPs, security reviews, and sales enablement.
It’s the all-in-one automation platform for SaaS teams that want to scale efficiently without adding headcount.
With Iris, your team gains:
Explore more about Iris’s approach to AI in Compliance Management and how it’s changing the way teams work.
For SaaS companies, success isn’t just about having the best product — it’s about responding faster, smarter, and more consistently.
Iris helps your team automate what slows you down, so you can focus on what moves deals forward.
SaaS companies often rely on manual processes: searching for old content, recreating answers, coordinating across departments, and managing version control across spreadsheets and shared drives. This slows down response times and creates inconsistencies.
Iris centralizes your approved content and uses AI to recommend relevant answers for incoming RFPs and questionnaires. Teams can review, refine, and approve content in one workspace, reducing turnaround times without sacrificing accuracy.
By providing a shared content library and in-context review tools, Iris keeps every team aligned. Comments, approvals, and version history stay organized in one place, reducing back-and-forth work.
Teams commonly upload Word documents, Excel sheets, PDFs, and portal exports. Iris identifies requirements and questions from these files and helps match them with the most accurate content from your library.
Most SaaS teams become fully operational after their first onboarding session. Because the platform is intuitive and content-driven, users can adopt it quickly and start improving response times right away.
Learn more about improving your sales efficiency:
