Iris Features
File Management (12)
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission.
Form Creation
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (8)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Document Builder Interface
This feature was mentioned in 13 Iris reviews.
Easily search for and add elements to a proposal.
Collaborative Creation
As reported in 13 Iris reviews.
Multiple users can edit a single document.
Assembly and Approval Workflows
As reported in 12 Iris reviews.
Automate workflows by routing documents to the correct individuals for adding content and approval.
Platform (5)
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
Document Creation (6)
Customizability: Variables and Fields
This feature was mentioned in 14 Iris reviews.
Define fields to pull in dynamic information.
Template Creation and Flexibility
14 reviewers of Iris have provided feedback on this feature.
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
Based on 14 Iris reviews.
How well the platform supports images, audio, and video in proposals.
Online Document Creation
14 reviewers of Iris have provided feedback on this feature.
Create adaptive online documents for view via browser or mobile device.
PDF Creation
As reported in 13 Iris reviews.
Create attractive PDF versions of proposals.
Custom Branding
13 reviewers of Iris have provided feedback on this feature.
Brand proposals and the application's portal with your company's logos and branding.
Analytics (7)
Engagement Tracking
Based on 12 Iris reviews.
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
This feature was mentioned in 12 Iris reviews.
Find out which pieces of content are performing best.
Reporting and Dashboards
13 reviewers of Iris have provided feedback on this feature.
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content.
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Administration and Platform (6)
User, Role, and Access Management
Based on 12 Iris reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
This feature was mentioned in 12 Iris reviews.
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Based on 12 Iris reviews.
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
As reported in 12 Iris reviews.
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
11 reviewers of Iris have provided feedback on this feature.
Push and pull data from quote applications to build proposals.
API / Integrations
As reported in 12 Iris reviews.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Content Management (5)
Content Import
Ability to import sales and marketing collateral built outside of the solution
Content Creation
Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation.
Advanced Search
Able to easily search, locate, and retrieve relevant content.
Content Storage
Provides the ability to store and organize content.
RFP Generation (4)
Templates
19 reviewers of Iris have provided feedback on this feature.
Provide standard templates for different types of RFPs
RFX
This feature was mentioned in 19 Iris reviews.
Support other types of requests such as RFB/RFI/RFQ
Versioning
18 reviewers of Iris have provided feedback on this feature.
Track versions of RFP documents and related changes
Questions Library
21 reviewers of Iris have provided feedback on this feature.
Maintain a library of questions that can be reused
RFP Distribution (3)
Tracking
17 reviewers of Iris have provided feedback on this feature.
Track submissions from multiple vendors and suppliers
Analysis
As reported in 18 Iris reviews.
Compare submissions and score suppliers
Selection
18 reviewers of Iris have provided feedback on this feature.
Choose the best submission for an RFP
Submissions (4)
Collaboration
Based on 20 Iris reviews.
Allow multiple users to collaborate on submissions
Knowledge Base
As reported in 20 Iris reviews.
Maintain a repository or library of content and documents that can be reused
Review
18 reviewers of Iris have provided feedback on this feature.
RFPs can be reviewed by managers before submission
Reporting
As reported in 17 Iris reviews.
Create real-time reports to compare data trends across processes, RFPs, vendors or profiles
RFP Response (6)
Project Management
Based on 18 Iris reviews.
Tracks the progress of any RFP in real time and set milestones to improve efficiency
Content Library
As reported in 20 Iris reviews.
Updates, organizes, and stores content of a project
Access
19 reviewers of Iris have provided feedback on this feature.
Assign users, roles, and manage access in order to set tasks and leave comments
Automation
This feature was mentioned in 20 Iris reviews.
Automate repetitive and manual tasks, such as auto-filling answers and auto-responses
Export
This feature was mentioned in 20 Iris reviews.
Export files or spreadsheets with the ability to format and accomidate images
Import
19 reviewers of Iris have provided feedback on this feature.
Upload files or spreadsheets from multiple sources
Generative AI (1)
AI Text Generation
This feature was mentioned in 11 Iris reviews.
Allows users to generate text based on a text prompt.
Agentic AI - RFP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
This feature was mentioned in 10 Iris reviews.
Works across multiple software systems or databases
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth


