Best Iris Alternatives (7)

Looking for Iris alternatives? Compare Arphie, AutoRFP.ai, Inventive AI and 4 more tools ranked by competitive relevance.

Iris is ai rfp and security questionnaire software with citations, workflows, and a governed knowledge base, with quote-based pricing. Its key strengths include: highest g2 rating in the directory — 4.9 with multiple 2026 badges; fast onboarding and first-draft generation with customer evidence of faster turnaround times.

The best alternative to Iris is Arphie. If that doesn't suit you, we've compiled a ranked list of other options below. Other interesting alternatives to Iris include AutoRFP.ai, Inventive AI, SparrowGenie, Steerlab.

Why look for Iris alternatives?

While Iris is a strong contender, there are a few reasons teams look for other options:

  • No public API — limits extensibility for teams with custom workflows
  • No transparent self-serve pricing or public starting price
  • Relatively new company (founded 2023, $3M seed) — earlier-stage vs established competitors
Favicon of Arphie

Arphie

Direct alternativeQuote only

Arphie is an AI-powered platform for automating RFPs, DDQs, and security questionnaires using approved company knowledge sources and live content integrations. It generates first-draft answers with source citations and confidence signals, then routes responses through review and approval workflows. Built for sales, proposal, solutions, investor relations, and security teams that manage recurring questionnaires at scale.

  • AI-native workflow centered on live knowledge integrations rather than only static answer libraries
  • Source-level citations and confidence signals improve transparency and reviewer trust

Compared to Iris, Arphie offers a free trial.

Screenshot of Arphie website

Overview

Arphie is an AI-powered platform designed to automate responses to RFPs, DDQs, and security questionnaires. Rather than relying solely on a static answer library, Arphie connects to live content sources across an organization — including Google Drive, SharePoint, Notion, Confluence, and sales enablement platforms like Seismic and Highspot — to generate first-draft answers grounded in current company knowledge.

The platform is built for sales, proposal, solutions, investor relations, and security teams that manage recurring questionnaires at scale. Arphie's AI generates draft responses with source citations and confidence signals, giving reviewers transparency into where each answer came from and how reliable it is before they approve or edit.

Founded in 2023 and headquartered in San Francisco, Arphie raised a $2.9M seed round led by General Catalyst in November 2024. The company positions itself as an AI-native alternative to legacy response management tools, with an emphasis on fast onboarding and white-glove migration from existing content libraries.

Key Features

  • AI-Drafted Responses: Generates first-pass answers for RFPs, DDQs, and questionnaires from approved company knowledge sources, reducing manual writing time.
  • Source Citations & Confidence Scoring: Every AI-generated answer includes references to its source documents and a confidence signal so reviewers can quickly verify accuracy.
  • Live Content Integrations: Connects to Google Drive, SharePoint, Notion, Confluence, Seismic, Highspot, websites, and Slack to pull from up-to-date organizational content.
  • Content Library with Smart Merge: Centralizes Q&A pairs and documents, with duplicate cleanup and legacy-library migration tools.
  • Collaboration & Approval Workflows: Supports multi-user editing, commenting, deadline tracking, notifications, and answer sign-off for structured review processes.
  • Workflow Automation: Auto-fills repetitive responses and reduces manual content maintenance across recurring questionnaires.
  • Reporting & Dashboards: Provides real-time reporting and activity dashboards across RFP and questionnaire processes.
  • Custom Branding: Allows teams to brand output documents with company logos and styling.

AI Capabilities

Arphie's AI engine drafts responses by retrieving and synthesizing content from connected knowledge sources in real time. Each generated answer is accompanied by source citations and confidence scores, enabling reviewers to assess reliability at a glance. The system learns team preferences and writing style over time, and automatically recognizes when source documents have been updated. A Smart Merge feature identifies and cleans up duplicate Q&A entries across the knowledge base.

Integrations

  • CRM: Salesforce
  • Cloud Storage: Google Drive, SharePoint
  • Communication: Slack
  • Knowledge & Collaboration: Notion, Confluence, Front
  • Sales Enablement: Seismic, Highspot
  • SSO: Okta, Microsoft Azure, OneLogin, ADFS, Google Authentication

No public API is currently documented.

Security & Compliance

  • SOC 2 Type II certified
  • AES-256 encryption at rest
  • TLS v1.2 encryption in transit
  • Role-based access controls
  • Audit logging
  • SAML 2.0-based SSO with five supported providers

Pricing

Arphie uses quote-based pricing with no public pricing page or listed starting price. A free trial is available according to third-party sources, though the trial length is not disclosed. Prospective buyers should contact the sales team directly for a custom quote.

Best For

Arphie is a strong fit for mid-market and enterprise teams that handle recurring RFP, DDQ, and security questionnaire workflows and want AI-generated first drafts backed by live organizational content. It works well for organizations with knowledge scattered across multiple systems — SharePoint, Google Drive, Notion, Confluence — that need a governed workflow to consolidate and reuse approved answers.

Considerations

Arphie does not publish pricing or API documentation publicly, which may slow down evaluation for budget-conscious or technically oriented buyers. As a seed-stage company, its third-party review footprint is still growing.

Favicon of AutoRFP.ai

AutoRFP.ai

Direct alternativeFrom $499/mo

AutoRFP.ai is a cloud SaaS platform that automates RFPs, DDQs, and security questionnaires with AI-generated drafts, source validation, and collaboration workflows. It helps proposal, sales, bid, and marketing teams reuse prior answers, internal documentation, and reviewer input to complete questionnaires faster. Positioned for SMB, mid-market, and enterprise teams handling multi-contributor response processes.

  • Library-light approach that learns from approved responses instead of depending on heavy answer-library upkeep
  • Source citations plus trust and confidence indicators on generated answers to speed reviewer verification

Compared to Iris, AutoRFP.ai has transparent pricing starting at $499/mo and offers a free trial.

Screenshot of AutoRFP.ai website

Overview

AutoRFP.ai is a cloud SaaS platform that automates RFP, DDQ, and security questionnaire responses with AI-generated drafts, source validation, and collaboration workflows. It helps proposal, sales, bid, and marketing teams reuse prior answers, internal documentation, and reviewer input to complete questionnaires faster and with greater consistency.

A distinguishing feature of AutoRFP.ai is its library-light approach: rather than requiring teams to build and maintain a traditional answer library upfront, the platform learns from approved responses over time, so future drafts improve automatically. Every AI-generated answer includes source citations, content age indicators, and trust/confidence scores, giving reviewers clear signals about answer reliability.

Headquartered in Brisbane, Australia, AutoRFP.ai is operated by Automatic Capital Operations Pty Ltd. It is the only tool in this directory based in Australia and offers data residency options across AU, US, and EU regions.

Key Features

  • AI Draft Generation: Generates full draft responses in seconds using prior approved answers, content libraries, and internal documentation.
  • Source-Backed Responses: Every answer includes citations, content age, and trust/confidence indicators so reviewers can quickly validate accuracy.
  • Multi-Format Import & Export: Imports RFPs from Excel, Word, PDF, and web portals including SAP Ariba; exports in customer document format or branded templates.
  • Real-Time Collaboration: Supports editors, reviewers, question assignment, and live progress tracking across teams.
  • Unlimited Users: All plans include unlimited users — no seat-based limits that constrain team participation.
  • Learning System: The platform learns from approved responses, reducing the need to manually maintain a separate answer library.
  • Go/No-Go Analysis: AI screens opportunities against defined criteria before teams invest time in a full response.
  • Branded Exports: Export responses directly into customer documents or the organization's own branded RFP templates.

AI Capabilities

AutoRFP.ai's AI capabilities include response drafting with semantic content matching, tone and terminology adaptation, style-based rewriting, first-time drafting when no source content exists, Go/No-Go analysis, trust and confidence scoring on generated answers, AI-powered reviewer scoring and feedback, and translation into 44+ languages. The confidence scoring system is particularly notable — it lets reviewers focus their time on low-confidence answers rather than re-reading everything.

Integrations

  • CRM: Salesforce
  • Cloud Storage: Box, Google Drive, OneDrive, SharePoint
  • Communication: Slack, Microsoft Teams
  • SSO: Okta, Google Workspace, Azure AD
  • Productivity: Confluence, Notion, Seismic, Zendesk, Intercom

AutoRFP.ai has one of the broadest integration sets in this category. However, it does not offer a public API or developer documentation, which may limit extensibility for technical buyers.

Security & Compliance

  • SOC 2 Type II certified
  • ISO 27001 certified
  • GDPR compliant
  • Encryption at rest and in transit
  • Data residency options: EU, US, and AU
  • Audit logs
  • Role-based access controls

Pricing

AutoRFP.ai uses project-based pricing rather than per-seat licensing. The Start plan is $499 per month (12 projects per month) and the Scale plan is $899 per month (24 projects per month). All plans include unlimited users, which removes collaboration friction for larger teams. Enterprise pricing is available on request. A 30-day money-back guarantee and free trial are offered. Note: there are some discrepancies between pricing listed on review platforms — teams should verify current pricing directly.

Best For

AutoRFP.ai is ideal for multi-contributor RFP response teams, DDQ and security questionnaire workflows, and organizations that want source-backed AI outputs with confidence indicators for reviewer validation. Its unlimited-user model and project-based pricing suit teams of all sizes in software, financial services, and healthcare sectors. The platform works well for organizations that want to move away from manually maintained answer libraries toward an AI system that learns from each approved response.

Considerations

AutoRFP.ai does not offer a public API, which limits custom integrations and automation for technical teams. The company's founding year and funding status are not publicly confirmed, which may be a factor for enterprise buyers evaluating vendor stability.

Favicon of Inventive AI

Inventive AI

Direct alternativeQuote only

Inventive AI is a cloud-based response management platform that helps teams answer RFPs, RFIs, DDQs, and security questionnaires using AI-generated drafts, a centralized knowledge hub, and approval workflows. It connects to content systems and CRMs so teams can reuse approved answers, view source-backed responses, and flag conflicting content before submission. It is designed for proposal, sales, solutions, RevOps, and security teams that manage recurring questionnaires.

  • Context-aware drafting with source-linked answers rather than basic content retrieval alone
  • Combined workflow of AI drafting, live knowledge management, conflict detection, and collaboration in one platform

Compared to Iris, Inventive AI offers a free trial.

Screenshot of Inventive AI website

Overview

Inventive AI is a cloud-based response management platform that helps teams answer RFPs, RFIs, DDQs, and security questionnaires using AI-generated drafts, a centralized knowledge hub, and structured approval workflows. The platform connects to content systems and CRMs so teams can reuse approved answers, view source-backed responses, and flag conflicting content before submission.

Built for proposal, sales, solutions, RevOps, and security teams, Inventive AI focuses on accelerating the response cycle while maintaining accuracy through features like in-proposal conflict detection and source-linked answers. The platform is designed to handle both sales-oriented RFPs and compliance-heavy DDQs and security questionnaires in a single workspace.

Founded in 2023 as part of Y Combinator's W24 batch, Inventive AI is headquartered in Mountain View, California and has raised $4M in seed funding led by Sierra Ventures with participation from Y Combinator, SOMA Capital, and General Catalyst.

Key Features

  • AI-Generated Draft Responses: Creates compliant first drafts for RFPs and questionnaires in seconds, eliminating the need to start from scratch.
  • Centralized Knowledge Hub: Stores prior RFPs, questionnaires, documents, spreadsheets, website content, and connected knowledge sources in one searchable repository.
  • Source-Backed Answers: Every generated response links to supporting content, letting reviewers trace the reasoning behind each answer.
  • Conflict Detection: Automatically identifies inconsistent answers within a proposal before submission, reducing the risk of contradictory responses.
  • AI Agents: Specialized agents help clarify requirements, summarize questionnaire needs, research competitors, and brainstorm stronger answers.
  • Collaboration Workflows: Supports co-editing, commenting, task assignment, reviews, approvals, and version control for cross-functional teams.
  • Content Health Management: Detects stale, duplicate, or conflicting content across knowledge sources to keep the library current.
  • Reporting & Dashboards: Tracks proposal effectiveness, bottlenecks, engagement, and ROI across the response pipeline.

AI Capabilities

Inventive AI's engine goes beyond basic text generation by producing context-aware, source-linked responses tied to the organization's approved knowledge. The platform includes in-proposal conflict detection that flags inconsistent answers within a single submission, helping teams catch errors before they reach the buyer. Additional AI agents assist with requirements clarification, competitor research, and questionnaire summarization — extending AI assistance beyond just drafting answers.

Integrations

  • CRM: Salesforce, HubSpot
  • Cloud Storage: Google Drive, Microsoft OneDrive, SharePoint
  • Communication: Slack
  • Knowledge & Collaboration: Notion, Confluence, Jira, Google Docs, Microsoft 365
  • SSO: Google Authentication, Azure AD, Okta

No public API documentation is currently available.

Security & Compliance

  • SOC 2 Type II compliant
  • AES-256 encryption at rest
  • SSL/TLS v1.2 encryption in transit
  • Role-based access controls
  • Audit logging
  • SSO with Google, Microsoft, and Okta

Pricing

Inventive AI uses quote-only pricing with no public pricing page or disclosed starting price. A free trial is available according to third-party sources, though the trial duration is not specified. Teams should contact sales directly for a custom quote.

Best For

Inventive AI is well suited for mid-market and enterprise proposal and sales teams that handle recurring RFPs, RFIs, and questionnaires and want AI-generated first drafts tied to verified source content. It also fits security and vendor-assessment teams answering DDQs with centralized knowledge and cross-functional review workflows. The conflict detection feature is particularly valuable for teams managing complex, multi-section proposals with multiple contributors.

Considerations

As an early-stage startup (YC W24, approximately 10 employees), Inventive AI has a smaller customer base and fewer published case studies compared to established players like Responsive or Loopio. There is no public API documentation or self-serve pricing, which may add friction for smaller or more technical buyers.

Favicon of SparrowGenie

SparrowGenie

Direct alternativeFrom $9,999/yr

SparrowGenie is a cloud-based response management platform for RFPs, proposals, DDQs, and security questionnaires. It combines AI drafting with confidence scoring, a governed knowledge hub, workflow routing, and collaboration for sales, RevOps, legal, security, and compliance teams that need faster, more controlled response workflows. A product of SurveySparrow.

  • Combines RFP, DDQ, security questionnaire, proposal, and ad-hoc sales answer workflows in one governed workspace
  • Pairs AI drafting with confidence scoring, conflict detection, and human approval loops for controlled reviews

Compared to Iris, SparrowGenie has transparent pricing starting at $9,999/yr and offers a 14-day free trial.

Screenshot of SparrowGenie website

Overview

SparrowGenie is a cloud-based response management platform for RFPs, proposals, DDQs, and security questionnaires, built by the team behind SurveySparrow. The platform combines AI-powered answer drafting with a governed knowledge hub, cross-functional collaboration workspaces, and detailed reporting to help sales, RevOps, legal, security, and compliance teams manage response workflows more efficiently.

A distinguishing feature of SparrowGenie is its AI mapping capability, which auto-detects sections, categories, and answer types when importing questionnaires, routing unclear items to a diagnosis queue for human review. This structured approach to document intake helps teams move from raw questionnaire to organized response workspace faster than manual setup.

SparrowGenie is a product of SurveySparrow Inc., founded in 2017 and headquartered in Palo Alto, California. The parent company raised $1.4M in seed funding from Prime Venture Partners in 2019. SparrowGenie leverages SurveySparrow's deep expertise in survey and questionnaire workflows to address the response management market.

Key Features

  • AI Mapping & Document Intake: Automatically detects sections, categories, and answer types when importing RFPs and questionnaires, with unclear items routed to a diagnosis queue.
  • Genie AI Answer Drafting: Generates context-fit first-draft answers with confidence scores so teams can review efficiently instead of writing from scratch.
  • Knowledge Hub: Centralizes approved organizational content — documents, RFP responses, playbooks, policies, and FAQs — into a searchable, governed library.
  • Conflict Detection: Surfaces inconsistent answers across responses for review and approval before submission.
  • Cross-Functional Workspaces: Project-based workspaces support role assignment, approver designation, task tracking, and end-to-end progress visibility.
  • Submission-Ready Exports: Preserves the buyer's original document format so teams can return responses exactly as received.
  • Comprehensive Reporting: Covers content usage, response velocity, team workload, win-rate analysis, and ROI dashboards.
  • Multilingual Support: AI-assisted content generation supports multiple languages for global response teams.

AI Capabilities

SparrowGenie's Genie AI drafts complete answers grounded in the organization's knowledge hub, with each response accompanied by a confidence score. The system includes conflict detection that identifies inconsistent answers and routes them for resolution. AI mapping streamlines document intake by automatically categorizing imported questionnaire content. Low-confidence answers are routed to improvement queues for human review, and AI-powered search provides instant answer retrieval across the knowledge base.

Integrations

  • CRM: Salesforce, HubSpot
  • Cloud Storage: Google Drive, SharePoint
  • Communication: Slack, Microsoft Teams
  • Productivity: Microsoft 365, Google Workspace
  • Support Platforms: Freshdesk, Zendesk, Intercom

SSO is confirmed as a feature, though specific providers are not publicly named. No public API documentation is available.

Security & Compliance

  • SOC 2 Type II certified
  • ISO 27001 compliant
  • GDPR and CCPA ready
  • Encryption at rest and in transit
  • Audit logging
  • Role-based access controls

Pricing

SparrowGenie offers transparent, team-based pricing — one of the few tools in its category with publicly listed prices. The Essentials plan starts at $9,999/year for up to 10 users and 25 projects, while the Professional plan is $16,999/year for 25 users and 50 projects. Enterprise pricing is custom. A 14-day free trial is available with no credit card required.

Best For

SparrowGenie is a strong fit for mid-market and enterprise teams that manage cross-functional RFP, DDQ, and security questionnaire workflows with multiple reviewers across sales, legal, security, and compliance. The combination of governed knowledge reuse, conflict detection, and structured collaboration makes it well suited for organizations that need accountability and consistency in their response process. Teams that value submission-ready exports in the buyer's original format will also benefit.

Considerations

SparrowGenie's team-based pricing starting at $9,999/year may not suit very small teams or solo operators. There is no public API, which limits extensibility for teams with custom integration needs.

Favicon of Steerlab

Steerlab

Direct alternativeQuote only

Steerlab is a cloud-based AI platform for responding to RFPs, RFIs, proposals, and vendor security questionnaires. It helps presales, proposal, and security teams generate answers, manage reusable content, collaborate on reviews, and track response performance.

  • AI-first positioning with generated first drafts and less dependence on a heavily maintained answer library
  • Public emphasis on sourced answers and confidence scores rather than opaque text generation

Compared to Iris, Steerlab offers a free trial.

Screenshot of Steerlab website

Overview

Steerlab is a cloud-based AI platform for responding to RFPs, RFIs, proposals, and vendor security questionnaires. The platform helps presales, proposal, and security teams generate AI-assisted answers, manage reusable content, collaborate on reviews, and track response performance — all without relying heavily on a manually maintained answer library.

Based in Paris, Steerlab is the first EU-headquartered tool in its competitive set, offering EU data residency for organizations with GDPR-sensitive data requirements. The platform emphasizes sourced, confidence-scored answers designed to reduce hallucinations, along with collaborative workflows and business intelligence for go/no-go decisions.

Founded in 2023, Steerlab raised $1.9M in pre-seed funding in September 2024 from Dreamcraft VC, Heartfelt_, and Lumière AI Ventures. While earlier-stage by funding, the platform offers a broad feature set spanning AI drafting, content management, workflow automation, and reporting.

Key Features

  • AI-Generated Responses: Produces first-draft answers for RFPs, RFIs, proposals, and security questionnaires grounded in connected knowledge sources.
  • Auto-Managed Content Library: Automatically classifies, tags, and updates internal knowledge sources without manual upkeep.
  • Confidence-Scored Answers: Each generated response includes a confidence score, helping reviewers focus on answers that need the most attention.
  • Collaboration & Review Workflows: Supports commenting, progress tracking, manager review, and assembly/approval routing across teams.
  • Reporting & Business Intelligence: Dashboards cover proposal volume, acceptance rates, content effectiveness, and go/no-go decision support.
  • Slack Bot & In-Tool Copilot: Provides answer retrieval directly in Slack and within the platform for quick access to organizational knowledge.
  • Templates & Version Control: Reusable question libraries, templates, and versioning enable repeatable response processes.
  • Custom Branding: White-label support allows teams to brand proposals with company logos and styling.

AI Capabilities

Steerlab's AI generates factual, sourced answers with confidence scores, explicitly designed to reduce hallucinations common in generic AI text generation. The platform supports autonomous task execution and multi-step planning for complex response workflows. A Slack bot and in-tool copilot extend AI-powered answer retrieval beyond the main interface, making institutional knowledge accessible where teams already work.

Integrations

  • CRM: Salesforce, HubSpot, Microsoft Dynamics 365
  • Cloud Storage: Google Drive, SharePoint, OneDrive, Dropbox, Box
  • Communication: Slack, Microsoft Teams
  • Knowledge & Collaboration: Confluence, Notion
  • SSO: Okta, Google SSO, Auth0, Microsoft Entra ID

Steerlab reports API availability, though no public API documentation has been found.

Security & Compliance

  • SOC 2 certified (type unspecified)
  • AES-256 encryption at rest
  • SSL/TLS v1.2 encryption in transit
  • EU data residency (AWS EU regions)
  • Role-based access controls

Pricing

Steerlab uses quote-only pricing with no public pricing page. The website offers a pilot program — your first RFP or questionnaire is free — rather than a timed free trial. Ongoing paid plans are custom and sales-led. Prospective buyers should contact the team directly for pricing.

Best For

Steerlab is well suited for B2B presales, proposal, and security teams that want AI-assisted drafting with sourced answers and collaborative review workflows. It is particularly relevant for EU-based organizations or those requiring EU data residency. The broadest SSO support in its competitive set — Okta, Google, Auth0, and Microsoft Entra ID — and wide cloud storage integration coverage make it flexible for diverse enterprise environments.

Considerations

Steerlab's SOC 2 certification does not specify Type I or Type II, and the platform currently lacks documented audit logs and SCIM provisioning — areas that may matter to enterprise governance teams. At $1.9M in pre-seed funding, it carries more early-stage risk than better-funded peers.

Favicon of Conveyor

Conveyor

Different approachFrom $9,600/yr

Conveyor is a cloud-based customer trust platform that automates security questionnaires, trust-center document sharing, and RFP/RFX responses with AI. Designed for security, compliance, presales, and sales teams that need faster, more consistent answers to customer due-diligence requests. Combines a self-healing knowledge library, agentic workflow automation, integrations, analytics, and API access.

  • Only tool in the directory combining trust center, security questionnaire automation, and RFP workflows in one AI-native platform
  • Agentic workflow automation with triage, escalation, delegation, and live-source retrieval rather than only a static answer bank

Compared to Iris, Conveyor offers a free tier that Iris doesn't and offers a free trial.

Screenshot of Conveyor website

Overview

Conveyor is a cloud-based customer trust platform that automates security questionnaires, trust-center document sharing, and RFP/RFX responses with AI. It is designed for security, compliance, presales, and sales teams at B2B software companies that need faster, more consistent answers to customer due-diligence requests.

The platform combines a self-healing knowledge library, agentic workflow automation, a customer-facing trust center, and broad integrations into a single system. Conveyor stands out in this category as the only tool that merges trust-center functionality with security questionnaire and RFP automation — letting vendors manage both proactive document sharing and reactive questionnaire responses from one place.

Founded in 2021 and headquartered in San Francisco, Conveyor has raised $32.5M in total funding, including a $20M Series B in June 2025 led by SignalFire. It is also the only tool in this directory that offers a free tier.

Key Features

  • Security Questionnaire Automation: AI answers questionnaires in their original formats, including portal-based workflows — no manual reformatting required.
  • Self-Healing Knowledge Library: Connects to source materials and automatically identifies duplicate, conflicting, or outdated content to reduce manual answer-bank maintenance.
  • Trust Center: Lets customers self-serve security documents and get AI-generated answers behind one-click NDA gates, reducing inbound questionnaire volume.
  • AI Agents: Triage incoming requests, answer questions, escalate exceptions, and delegate work to SMEs based on configurable policies.
  • CRM & Collaboration Integrations: Native connections to Salesforce, HubSpot, Slack, and Microsoft Teams keep security review workflows linked to sales processes.
  • Built-In Analytics: Reports on speed, time, precision, coverage, trust-center activity, and business impact tied to CRM data.
  • Public API: Covers analytics, portal access, documents, questionnaires, and single-question workflows with documented endpoints.
  • Multi-Workflow Support: Handles document sharing, questionnaire automation, and RFP/RFX responses in one system.

AI Capabilities

Conveyor's AI layer includes questionnaire answer generation in original formats (including web portals), AI agent triage and policy-based escalation, trust center AI for customer self-service, an AI Librarian that identifies duplicate and conflicting sources, AI-generated RFP and RFX responses, and knowledge retrieval from connected source materials. The agentic approach means the system can autonomously handle routine requests and route complex ones to the right people.

Integrations

  • CRM: Salesforce, HubSpot
  • Cloud Storage: Google Drive
  • Communication: Slack, Microsoft Teams
  • Productivity: Confluence, DocuSign, Jira, Zendesk, Front
  • SSO: SAML 2.0 supported
  • API: Public REST API with documented endpoints for analytics, portal, questionnaires, and questions

Conveyor has one of the broadest integration sets in this category, though it currently lacks SharePoint and OneDrive connections.

Security & Compliance

  • SOC 2 Type II certified
  • GDPR compliant
  • TLS 1.2 encryption in transit, AES-256 encryption at rest
  • SCIM provisioning for automated user management
  • Audit logs
  • Role-based access controls
  • US data residency (AWS US East)
  • SAML 2.0 SSO

Pricing

Conveyor offers a free plan at $0 per year — the only free tier in this category. The Professional plan starts at $9,600 per year (billed annually), and an Enterprise plan is available at custom pricing. A free trial is also mentioned on the pricing page, though the trial length is not specified. This pricing model makes it accessible for smaller teams to start with and scale as questionnaire volume grows.

Best For

Conveyor is ideal for B2B software vendors and SaaS companies with high-volume security questionnaire workflows. It suits customer trust programs that want a trust center plus questionnaire automation in one system, presales and security teams that need CRM-linked visibility into document access and deal impact, and organizations handling both security reviews and RFP/RFX responses. Best suited for software, developer tools, and enterprise software sectors.

Considerations

Conveyor's security-questionnaire-first positioning may feel less natural for teams primarily focused on traditional RFP or proposal response workflows. Enterprise-tier packaging details are limited in public materials, and there is no on-premise deployment option.

Favicon of Savix

Savix

From $79/mo

Savix is an AI-powered RFP automation platform that drafts proposal responses from your company documents and verifies every claim against source material. Unlike tools that show confidence scores, Savix maps each generated answer to direct quotes from uploaded documents, classifying claims as supported, partially supported, unsupported, or rescued. Designed for proposal, security, and sales teams at B2B companies that respond to RFPs, DDQs, and vendor questionnaires.

  • Evidence Verification engine replaces opaque confidence scores with four-state claim traceability — supported, partially supported, unsupported, rescued
  • Document-grounded AI generates answers exclusively from uploaded company documents, never from generic training data

Compared to Iris, Savix has transparent pricing starting at $79/mo and offers a 14-day free trial.

Screenshot of Savix website

Overview

Savix is an AI-powered RFP automation platform built around a core principle: every AI-generated answer should be traceable to source evidence. The platform drafts RFP responses from your uploaded company documents — policies, past proposals, certifications, technical specs — and then verifies every claim against those sources before you submit.

What sets Savix apart from other RFP tools is its Evidence Verification engine. While most platforms generate answers with opaque confidence scores, Savix maps every claim to a direct quote from your documents and classifies it into one of four states: supported, partially supported, unsupported, or rescued. This gives reviewers a clear picture of what's proven and what needs attention — before the response reaches the prospect.

Savix offers transparent per-user pricing starting at $79/month with a 14-day free trial, making it one of the most accessible tools in the RFP automation space. The platform is currently in its early growth phase, focused on B2B teams that need fast, verifiable RFP responses without enterprise-grade implementation timelines.

Key Features

  • Evidence Verification: Maps every AI-generated claim to a direct quote in source documents, classifying each as supported, partially supported, unsupported, or rescued — replacing opaque confidence scores with traceable proof.
  • AI Response Drafting: Generates complete RFP responses from your uploaded company knowledge base, not generic AI training data.
  • Smart Question Parsing: Extracts and classifies questions from uploaded RFPs (PDF, Word, spreadsheet), organizing them into structured sections that mirror the original document.
  • Centralized Knowledge Base: Upload company documents once — policies, past proposals, compliance docs, technical specs — and make everything semantically searchable for AI-assisted responses.
  • AI Text Transforms: Shorten, expand, rephrase, or formalize any answer with one click to match the tone and format prospects expect.
  • Batch Answer Generation: Generate AI-drafted answers for every question in an RFP at once, then review and edit in a structured workspace.
  • AI Assistant: Ask questions about your knowledge base in natural language and get instant answers with source citations.
  • Multi-Format Export: One-click export to Word, PDF, or spreadsheet with branded templates and optional verification audit trail.

AI Capabilities

Savix's AI is document-grounded — every response is generated exclusively from the user's uploaded documents, never from generic training data. The Evidence Verification engine performs a four-state classification on every generated claim: supported (backed by a direct quote), partially supported (evidence exists but the claim extends beyond sources), unsupported (no source found, flagged for review), and rescued (resolved after the user adds new documents). The platform also includes semantic search across the knowledge base, natural-language AI Assistant for ad-hoc queries, and AI text transforms for tone and format adjustments.

Integrations

  • Cloud Storage: Google Drive, SharePoint
  • Communication: Slack, Microsoft Teams
  • SSO: Okta, Azure AD (Enterprise plan)

API access is available on the Enterprise plan. No public API documentation yet. The platform accepts document uploads in PDF, Word, Excel, PowerPoint, CSV, and plain text formats.

Security & Compliance

  • GDPR compliant
  • Enterprise-grade encryption at rest and in transit
  • Strict tenant isolation between organizations
  • Customer data never used to train AI models
  • 99.9% uptime SLA

Pricing

Savix offers the most transparent pricing in the RFP automation space. The Pro plan starts at $79/month (billed annually) with 3 seats, 15 projects/month, and full Evidence Verification. The Team plan at $199/month adds 10 seats, unlimited projects, branded exports, and verification report exports. Enterprise pricing is custom and includes SSO/SAML, SCIM provisioning, API access, and audit logs. All plans include a 14-day free trial with no credit card required.

Best For

Savix is best suited for B2B proposal teams, security teams, and sales organizations that need verified RFP responses they can stand behind. The evidence verification approach is particularly valuable for teams in regulated industries where compliance claims carry legal weight — financial services, healthcare, cybersecurity, and government. Its transparent pricing and fast onboarding make it accessible for SMB and mid-market teams that find enterprise RFP platforms too expensive or complex.

Considerations

Savix is in its early growth phase with no third-party integrations, no G2 or Capterra reviews, and a smaller track record than established competitors. Teams that require deep CRM integration, advanced collaboration workflows, or extensive marketplace integrations may need to evaluate whether the platform's current feature set meets their requirements.

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Iris

Iris is a cloud-based RFP and questionnaire response platform for sales, presales, legal, and security teams. It centralizes company knowledge, generates AI-assisted drafts with inline citations and confidence signals, and supports collaboration, approvals, reporting, and exports for RFPs, RFIs, DDQs, and related documents. Built for teams that want faster responses without losing control over accuracy and review.

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