The Real Cost of Manual Proposal Work: 5 Metrics You Should Be Tracking

We’re excited to introduce one of our most requested features: Permissions — designed to bring smarter, more secure control to your RFP automation workflows.

Why Permissions Matter in RFP Automation

When you're dealing with sensitive proposal content—especially in industries like legal, cybersecurity, or government—visibility matters. Different teams need access to different things. But most platforms treat every user the same, creating risk and friction.

That’s where Iris Permissions comes in.

With Iris, you can now control exactly who sees what.

From SEs and proposal managers to legal reviewers and security SMEs, each user can be assigned role-specific access. That means every contributor works inside a focused, relevant workspace—with zero overexposure or noise.

Built from Customer Feedback

This feature wasn’t built in a vacuum. It came directly from teams in the field, telling us:

“I want my Sales Engineers handling their part of the RFP—but I don’t want them seeing contract redlines or internal notes.”

Now, you can assign parts of the RFP to the right people, while maintaining confidentiality, compliance, and clarity throughout the process.

More Control, Less Overhead

Here’s what Permissions unlock:

• Granular visibility: Assign access by role, project, or even specific questions
• Confidentiality by design: Sensitive content is protected—without slowing down collaboration
• Streamlined collaboration: Teams see only what they’re responsible for, reducing confusion and eliminating rework
• Audit-ready structure: Maintain clear trails of who accessed what and when—ideal for compliance and review cycles

Smarter Automation for Complex Teams

Iris has always been about making RFP workflows faster, smarter, and easier to manage across departments. Permissions is a natural extension of that vision—because automation isn’t helpful if it introduces new risks or bottlenecks.

Now, RFP automation doesn’t just mean faster—it means more secure, more scalable, and more aligned to how your team actually works.

What's Next

Permissions is part of a larger effort to make Iris the most flexible and trustworthy RFP automation platform on the market.

If you’re juggling compliance requirements, security documentation, or just trying to keep a large team aligned—this feature was built for you.

Smarter RFP automation starts with smarter access.

👉 Book a demo to see how Permissions (and the rest of Iris) can help your team respond faster—without sacrificing control.

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