Settle is an advanced AI-driven proposal management platform designed to streamline the Request for Proposal (RFP) lifecycle from initial discovery to final submission. By integrating intelligent search capabilities with automated response generation, it serves as a centralized hub for sales and bid teams who need to navigate high volumes of complex documentation without sacrificing quality. The platform acts as an AI Proposal Manager, effectively bridging the gap between historical institutional knowledge and new business opportunities.
What sets Settle apart is its ability to transform a company's past proposal data into a living, searchable library. Instead of manually scouring old spreadsheets or documents for technical answers, teams can leverage the platform's 'Smart Search' to instantly retrieve approved content. This approach not only accelerates the drafting process but also ensures that every response remains consistent with the brand's verified technical standards and compliance policies.
Features
- Automated RFP Discovery: Proactively identifies new opportunities that match your business profile, reducing the time spent on manual lead sourcing.
- Smart Search Engine: Instantly surfaces approved answers from historical RFPs, ensuring that subject matter experts don't have to answer the same questions twice.
- AI Response Generation: Drafts high-quality proposal sections by synthesizing existing knowledge and tailoring it to the specific requirements of a new RFP.
- Centralized Knowledge Library: Acts as a single source of truth for all technical documentation, security policies, and company bios.
- Project Management Dashboard: Provides a high-level overview of active bids, deadlines, and team assignments to keep complex submissions on track.
- Multilingual Support: Capabilities to handle and process proposal data across different languages for global sales operations.
- Data Retention Controls: Robust management of how historical data is stored and utilized to maintain security and relevance.
- Lightning-Fast Retrieval: Optimized infrastructure that delivers search results in seconds, even across massive document repositories.
How to Use Settle
- Upload Your History: Import your previous RFP responses, security questionnaires, and sales collateral into the Settle library to build your knowledge base.
- Configure Discovery: Set up your target criteria and keywords so the AI can monitor and flag relevant RFP opportunities automatically.
- Initiate a Project: When a new RFP arrives, create a project within the dashboard and upload the requirements document.
- Generate Drafts: Use the AI assistant to search your library for matching answers and generate initial drafts for each section of the proposal.
- Review and Refine: Collaborate with your team to polish the AI-generated responses, ensuring they meet the specific nuances of the current bid.
- Export and Submit: Once the proposal is finalized, export the document in your required format for submission to the prospective client.
Use Cases
- Sales Operations: Sales teams can drastically reduce the turnaround time for security questionnaires, allowing them to close deals faster.
- Bid Management: Professional bid writers can manage multiple high-stakes RFPs simultaneously without losing track of version history or deadlines.
- Technical Pre-sales: Engineers can focus on solving unique customer problems rather than repeatedly documenting standard technical specifications.
- Global Expansion: Companies entering new markets can use the platform to maintain consistency in their messaging across different regions and languages.
Pricing
Check the official website for pricing. Settle typically offers tiered plans based on the volume of RFPs managed and the number of seats required.
FAQ
What is Settle?
Settle is an AI-powered platform that automates the discovery, management, and drafting of RFP responses to help businesses win more contracts with less effort.
Is Settle free to use?
Settle is a premium enterprise tool; while they may offer demos, you should check their website for current subscription or trial options.
How does the Smart Search work?
It uses semantic search technology to understand the context of a question and find the most relevant, previously approved answer in your database.
Does Settle support security questionnaires?
Yes, it is specifically designed to handle the repetitive nature of security and technical questionnaires by pulling from a verified knowledge library.
Can I collaborate with my team on Settle?
Absolutely. The platform includes project management features that allow multiple users to assign tasks and review proposal sections in real-time.
Is my data secure on Settle?
Settle is built for enterprise use and includes features for data retention and security to ensure your proprietary proposal information is protected.
