Introducing Iris Proactive Proposals — Send Before the RFP Lands

April 7, 2026

Evie Secilmis

Iris Proactive Proposals feature announcement

Every part of the sales process has been modernized. CRMs track every touchpoint. Forecasting tools predict close dates. Enablement platforms surface the right content at the right moment.

But proposals? Most teams still wait for the RFP to land — then scramble.

Iris Proactive Proposals changes that. It's a capability inside the Iris platform that lets sales and presales teams generate outbound proposals before a buyer ever issues a formal request — using your deal history, buyer intelligence, and verified content library.

What Is Iris Proactive Proposals?

Iris Proactive Proposals is a feature that enables your team to generate personalized, AI-powered proposals and send them to high-fit accounts proactively — without waiting for an RFP, RFI, or formal procurement process to begin.

Instead of responding to a buyer's document, you're starting the conversation. You're framing the problem, defining the solution, and arriving before your competitors know an opportunity exists.

It works the same way Iris handles reactive RFPs — drawing from your verified knowledge base, applying deal context, and generating a first draft in minutes — but applied upstream, before the formal process begins.

Why It Matters: The Problem With Being Reactive

The traditional RFP process is built to commoditize vendors. By the time a formal RFP lands, the buyer has often already identified a preferred solution. The RFP is written to validate a decision largely made through earlier conversations — conversations you weren't part of.

Teams that wait for the RFP lose before they start. The vendors who win are the ones who influenced the requirements, built the relationship, and shaped the buyer's thinking before the document was ever written.

Proactive proposals are how you get into those conversations early.

How Iris Proactive Proposals Works

1. Identify the target account and context

Your rep selects the account, adds deal context — company size, vertical, known pain points, relevant case studies — and points Iris at the right content from your knowledge base.

2. Iris generates a first draft

Using your verified content library, Iris produces a tailored proposal draft in minutes. Every claim is sourced from approved internal content — not generic training data.

3. Review, refine, and send

Your team reviews the draft, customizes the messaging for the specific buyer, and sends it. The full process — from blank page to sent proposal — takes a fraction of the time it would manually.

Who It's For

Sales engineers and presales teams sending technical proposals ahead of formal evaluations. Proposal managers at companies with high-volume outbound motion. Account executives targeting enterprise accounts where relationship-led selling requires showing up with substance, not just slides.

Iris Proactive Proposals and the Rest of the Iris Platform

Proactive Proposals is one of five core capabilities inside Iris:

Bid Fit — go/no-go recommendation before your team spends an hour on an RFP
Iris Verify — inline citations and confidence scoring on every answer
In-Depth Reporting — win/loss analytics, team performance, deal leaderboard, obligations tracking
High Quality Responses — cited, confidence-scored answers from your verified content library
Iris Proactive Proposals — generate outbound proposals before the RFP lands

Frequently Asked Questions

What is Iris Proactive Proposals? Iris Proactive Proposals is a feature inside the Iris AI platform that enables sales and presales teams to generate personalized, outbound proposals before a buyer issues a formal RFP. It uses your verified content library and deal context to produce a first draft in minutes.

How is a proactive proposal different from a cold email? A cold email asks for a meeting. A proactive proposal gives something — a well-researched, tailored document that demonstrates you understand the buyer's problem and have a credible solution.

Does Iris Proactive Proposals use the same content library as RFP responses? Yes. Every proactive proposal draws from the same verified knowledge base used for RFP responses, security questionnaires, and DDQs. Answers come from your approved internal content — not generic training data.

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