Industry Guides & Playbooks

Iris AI Playbooks – Understand how RFPs, DDQs, and Security Questionnaires work across different industries.

Your go-to resource for understanding RFPs, DDQs, and security questionnaires across every major industry. Explore clear definitions and practical guides that explain how procurement and vendor assessments work in real-world settings.

RFP Guides

RFP Automation for SaaS Companies

Iris helps SaaS teams automate RFP responses, speed up evaluations, and deliver accurate, consistent answers tailored to technical and security-focused buyers

RFP Automation for Healthcare Companies

Iris enables healthcare organizations to respond to RFPs faster by centralizing compliance language, reducing manual work, and ensuring HIPAA-aligned accuracy across every submission.

RFP Automation for Financial Services

Iris streamlines financial services RFPs by automating repetitive responses, maintaining compliance accuracy, and helping teams move quickly through complex vendor assessments.

RFP Automation for Manufacturing & Industrial Companies

Iris helps manufacturing and industrial teams automate complex RFP responses, maintain technical accuracy, and accelerate vendor evaluations across engineering-heavy requirements.

RFP Automation for Government & Public Sector Teams

Iris streamlines public sector RFPs by centralizing approved language, improving compliance accuracy, and helping teams navigate long, regulation-heavy procurement cycles with ease.

RFP Automation for EdTech & Education Organizations

Iris enables EdTech and education teams to deliver fast, consistent RFP responses by automating repeat answers, ensuring compliance alignment, and reducing manual administrative work.

RFP Automation for Real Estate & Construction Companies

Iris streamlines construction and real estate RFPs by automating repetitive responses, improving accuracy across technical requirements, and helping teams move quickly through complex vendor evaluations.

RFP Automation for Cybersecurity & IT Security Providers

Iris helps cybersecurity and IT security teams deliver fast, compliant RFP responses by automating repeat answers, maintaining precision across security claims, and reducing manual review cycles.

Security Questionnaires

Security Questionnaire Automation for Cybersecurity & IT Security Providers

Iris enables cybersecurity teams to deliver precise, compliant security questionnaire responses by centralizing approved language and automating recurring security control explanations.

Security Questionnaire Automation for Cloud & DevOps Platforms

Iris helps Cloud and DevOps teams complete security questionnaires faster by automating repeat answers, improving accuracy across technical controls, and reducing manual review cycles.

Security Questionnaire Automation for Fintech & Financial Services Vendors

Iris helps fintech and financial services teams complete security questionnaires with speed and precision by automating repeat answers, maintaining compliance accuracy, and reducing manual security review workloads.

Security Questionnaire Automation for HR Tech & Payroll Platforms

Iris streamlines security questionnaires for HR and payroll platforms by automating routine responses, ensuring consistent compliance language, and speeding up vendor security assessments.

Security Questionnaire Automation for LegalTech & Compliance Software

Iris helps LegalTech and compliance software providers complete security questionnaires faster by automating recurring responses, ensuring consistent regulatory language, and reducing manual review effort.

Security Questionnaire Automation for Ecommerce & Retail Teams

Iris helps ecommerce and retail technology teams complete security questionnaires quickly by automating repeat answers, improving accuracy across compliance requirements, and reducing manual vendor review work.

RFIs

DDQs

Use Case FAQ

Quick answers to common questions about how teams use Iris for RFPs, RFIs, RFQs, DDQs, and security questionnaires across different industries.

Which use cases does Iris support out of the box?

Iris is built for revenue and security workflows like RFPs, RFIs, RFQs, DDQs, and security questionnaires, so presales, proposal, and security teams can manage all of their requests in one place.

How do the industry-specific guides on this page fit with Iris?

Each guide explains how RFPs, DDQs, and security questionnaires typically work in that industry and shows how teams use Iris to speed up responses while staying accurate and compliant.

Can we use Iris for multiple teams or products at the same time?

Yes—customers often use Iris across presales, proposal, and security teams, organizing content with workspaces, tags, and templates so each group sees only what they need.

How does Iris handle industry-specific requirements and regulations?

Iris centralizes your approved language, certifications, and policies so answers stay aligned to your industry’s standards, whether that’s HIPAA, SOC 2, PCI, GDPR, or public-sector requirements.

Where should we start if we’re new to automation?

Most teams start with their biggest bottleneck—usually RFPs or security questionnaires—then expand into RFIs, RFQs, and DDQs once the first workflow is running smoothly.

Still have questions?

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