How to Keep RFPs Moving When Your SE Is on PTO

Summer’s here—and so are vendor forms.

While your top Sales Engineers are out enjoying time with their families, the RFPs don’t stop rolling in. Someone still has to get them done—and without the right tools, that “someone” often ends up patching together half-finished content or chasing down vacationing SMEs just to hit send.

That’s where Iris comes in.

Instead of letting deals stall or throwing together rushed responses, teams can rely on Iris to fill in the blanks—accurately, contextually, and on-brand. By ingesting past responses, internal documentation, and formatting preferences, Iris learns how your best SEs work—then replicates their tone, structure, and technical nuance using custom personas.

Custom personas maintain structure and voice

Why It Matters Now

Summer PTO doesn’t slow down procurement. If anything, mid-year is when many enterprise teams ramp up review cycles. Without a scalable response system, teams burn out—or worse, miss out. That’s why proposal automation isn't a nice-to-have anymore—it’s a must.

And let’s be real—we’ve all been there: Sneaking away from the beach or dinner table to write “just one last section” of an RFP. It’s not sustainable. And with Iris, it’s not necessary.

The Power of Custom Personas

Say your most experienced SE—who’s mastered the language of winning deals—is offline. With Iris, you don’t lose their voice. Instead, their phrasing, tone, and structure live on in a custom persona trained to generate responses just like they would.

It’s not about replacing experts—it’s about amplifying them.

Built-In Audit Trails for Peace of Mind

Every Iris response is backed by full audit history—who wrote what, when it was reviewed, and where the source content came from. For legal and security reviews, that kind of traceability is the difference between compliance confidence and chaos.

Let Your SEs Unplug—Without Slowing Down

Sales Engineers shouldn’t have to be online 24/7 to keep the pipeline moving. Iris turns your proposal process into a repeatable, scalable system that respects your team’s time while maintaining quality.

✅ Auto-generate answers using approved internal knowledge
✅ Route questions to reviewers without Slack ping chaos
✅ Tailor tone and style for every client with custom personas
✅ Track every edit and decision with built-in audit trails
✅ Export in platform-specific formats—compliant and ready to send

RFP season doesn’t pause for PTO—and now, you don’t have to either.
Book a demo to see how Iris helps your team respond faster, collaborate smarter, and build proposals that move deals forward.

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