---
title: Iris Reviews
meta_title: 'Iris Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 73 reviews by the users' company size, role or industry to
  find out how Iris works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 73
  scale: '5'
date_modified: '2026-08-10'
parent_category:
  name: Procurement
  url: https://www.g2.com/categories/procurement
---


# Iris Reviews
**Vendor:** heyiris.ai  
**Category:** [RFP Software](https://www.g2.com/categories/rfp)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 73
## About Iris
Iris – AI-Powered RFP Automation &amp; Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization&#39;s past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company&#39;s voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you&#39;re answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris&#39;s searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you&#39;re a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you.



## Iris Pros & Cons
**What users like:**

- Users find Iris to be incredibly **easy to use** , requiring minimal training and streamlining the RFP process efficiently. (44 reviews)
- Users highly value the **time-saving capabilities** of Iris, enabling quick and efficient RFP responses. (36 reviews)
- Users value the **time-saving RFP management** of Iris, as it simplifies responses and enhances accuracy tremendously. (30 reviews)
- Users value Iris for its **efficiency** , enabling rapid responses and significantly reducing time spent on security questionnaires. (27 reviews)
- Users praise the **exceptional customer support** from Iris, highlighting proactive and responsive assistance throughout implementation and usage. (25 reviews)
- Intuitive (22 reviews)
- Artificial Intelligence (19 reviews)
- Easy Setup (19 reviews)
- Features (18 reviews)
- Process Improvement (17 reviews)

**What users dislike:**

- Users find the **lack of features** in Iris limits its capabilities, such as complex project management functions. (5 reviews)
- Users experience **inaccurate responses** from Iris, often confused by mixed information and incomplete knowledge bases. (4 reviews)
- Users express frustration over Iris&#39;s **inability to generate original answers** , leading to reliance on limited information. (4 reviews)
- Users report occasional **bug issues** that arise as the platform evolves, but benefits generally outweigh these drawbacks. (3 reviews)
- Users report **integration issues** with Iris, noting a lack of certain desired functionalities and mobile support. (3 reviews)
- Users feel there are **limited features** , especially lacking mobile capabilities for better project management and collaboration. (3 reviews)
- Users find the **manual processes** cumbersome, as frequent updates and ingestions of documents are required for optimal functionality. (3 reviews)
- Navigation Issues (3 reviews)
- Users experience **slow performance** with Iris, impacting delivery times and overall efficiency during complex projects. (3 reviews)
- Users experience **minor software bugs** as the platform evolves, though they don&#39;t significantly impact the overall benefits. (3 reviews)

## Iris Reviews
  ### 1. Generative AI in Iris Speeds Up RFP Response

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeffrey W.

**Reviewed Date:** January 15, 2026

**What do you like best about Iris?**

I really like Iris because it's been a force multiplier for our small RFx team. It allows us to respond faster than we used to be able to. The generative AI is particularly impressive as it understands the intent behind RFP questions and generates clear, well-structured, and highly relevant responses from our Knowledge Map. This means we start with strong, usable drafts instead of a blank page, reducing the turnaround time dramatically and preventing team burnout. Additionally, I really appreciate the integration with Salesforce, which speeds up the process of creating new projects. Iris is competitively priced and comes with more integrations compared to what we used previously.

**What do you dislike about Iris?**

Having an approved answer library which I know they are building will be immensely helpful. Also being able to deal with more complex spreadsheet-based RFP templates.

**What problems is Iris solving and how is that benefiting you?**

Iris acts as a force multiplier for our small RFx team, allowing us to respond faster to RFIs and RFPs. The generative AI produces clear, well-structured drafts from our Knowledge Map, speeding up response times and enabling us to handle more RFPs without burning out.

  ### 2. Handy Chrome Extension for Copy/Paste, but Accuracy Lags Behind Gemini Notebook

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 03, 2026

**What do you like best about Iris?**

Having the chrome extension makes it easier to copy/paste answers in browser

**What do you dislike about Iris?**

Not as accurate as Gemini Notebook, even with the same sources

**What problems is Iris solving and how is that benefiting you?**

RFPs suck, so anything to make them better is welcome

**Official Response from Chris Mabry:**

> Thanks for the review, and glad the Chrome extension is saving you time on copy/paste.

We'd love to dig into the accuracy comparison, that kind of gap is going to be tied to how the environment is set up (context sources, instructions, knowledge base structure) rather than a limitation of the platform itself. Accuracy is actually one of the things Iris customers often quote as being far beyond other platforms, so we want to work with you. If you or your Iris project owner can reach out to our team, we'll gladly walk through your setup and help fine-tune it so you're getting the accuracy you should be seeing.

  ### 3. Efficient Document Navigation with Chrome Add-In

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User | Enterprise (> 1000 emp.)

**Reviewed Date:** August 06, 2026

**What do you like best about Iris?**

I use Iris to answer client security questionnaires, and it assists with finding information through a number of documents quickly and providing consistent answers. I like the Google Chrome add-in for quick question and answers.

**What do you dislike about Iris?**

N/A

**What problems is Iris solving and how is that benefiting you?**

I use Iris to quickly find information through documents and provide consistent answers to client security questionnaires.

**Official Response from Chris Mabry:**

> We <3 SQs too! Thank you for the feedback and sharing with the world. 

  ### 4. Great tool that's still developing its full potential

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Iris?**

We primarily use Iris as a query tool for our salespeople, sort of an in-house ChatGPT.

Iris is extremely easy to set up and use for just about anyone. It integrated seamlessly with our SSO, training took about an hour, and the interface is easy to get around. It is very friendly for people who are not tech-savvy, and the support team is very hands-on and willing to help. They joined our in-house Slack as guests to make them easy to contact.

Its ability to query is also very effective. You can tailor the experience for various users by tagging the resources Iris pulls from. The confidence scores it produces are generally accurate and it responds well to correction.

Iris is also very good at filling in RFP questionnaires that come in Excel format. Importing them is easy and this format is particularly suited to AI writing. This has saved us a lot of time for tech questionnaires and similar responses that don't require much finesse, only bruteforce labor.

**What do you dislike about Iris?**

As a platform, Iris is great at doing what it says on the tin. The only issue I really have with it is that it is sometimes a bit slow. Most of its issues are due to AI itself, not the platform.

Iris has the same big limitation as any AI writing tool: the writing is often just okay. It cannot make a nuanced point for you, it cannot position your product, and it cannot know your customer as well as you do. It only pulls from YOUR content, which is great because it prevents hallucination, but it also somewhat limits its capabilities and requires a lot of data to work effectively. The content library is very simple - again a double-edged sword because it is easy to use, but also requires a lot of manual updating as your RFP answers change.

Prompting for RFP writing can also be very frustrating - again, this is due to the limitations of AI as a medium rather than Iris itself. It requires specificity about tone and tense and does not respond well to guidelines for length. Iris also cannot handle graphics at this stage, at least to my knowledge.

**What problems is Iris solving and how is that benefiting you?**

We use Iris to prevent duplication of labor by having a queryable database of common questions for salespeople. Rather than have them Slack an SME yet again about an answer that already exists somewhere, they can simply ask Iris and it gives them text ready to go for emails, calls, and documents. It is exceptionally good at this task.

  ### 5. Very intuitive and user friendly.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Eric S. | Intern, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2025

**What do you like best about Iris?**

I enjoy the refined results, compared to other LLMs. The output is applicable and accurate. I also enjoy the ease of use and intuitive design.

**What do you dislike about Iris?**

I have no complaints or issues with the platform.

**What problems is Iris solving and how is that benefiting you?**

It is expediting my ability to complete forms and paperwork.



- [View Iris pricing details and edition comparison](https://www.g2.com/products/heyiris-ai-iris/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+02%3A36%3A42+-0500&secure%5Bsession_id%5D=b7de411c-36d0-4f16-b3a0-115df2ef86d2&secure%5Btoken%5D=8c859096d885793e0206d5a9a865b4e349958e92cb928437c3138e75439ab267&format=llm_user)
## Iris Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Confluence](https://www.g2.com/products/confluence/reviews)
  - [Connector for Google Drive &amp; Confluence](https://www.g2.com/products/connector-for-google-drive-confluence/reviews)
  - [Drata](https://www.g2.com/products/drata/reviews)
  - [Highspot](https://www.g2.com/products/highspot/reviews)
  - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Notion](https://www.g2.com/products/notion/reviews)
  - [Okta](https://www.g2.com/products/okta/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Vanta](https://www.g2.com/products/vanta/reviews)

## Iris Features
**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**RFP Generation**
- Customizable Templates
- RFX
- Versioning
- Questions Library
- Document Templates

**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Document Processing & Extraction - AI Proposal Generator Tools**
- Requirement Identification & Tagging
- Multi-Format Document Ingestion
- RFP & Questionnaire Parsing

**Additional Functionality**
- Content Library
- Access Controls/Permissions
- AI Copilot
- Information Governance
- Drag & Drop
- Collaboration Tools
- Reporting/Analytics
- Data Capture and Transfer
- Indexing
- Filtering
- Electronic Signature
- Version Control
- Mobile Access
- Document Storage
- Generative AI
- Approval Process Control
- Single Sign On
- Image Editing
- Customizable Branding
- Search/Filter
- Tagging
- Audit Trail
- Document Review
- Activity Tracking
- Activity Dashboard
- Archiving & Retention
- Secure Data Storage
- Configurable Workflow
- SSL Security
- Alerts/Notifications
- Data Synchronization
- Secure Login
- Content Delivery
- Two-Factor Authentication
- Customizable Templates
- Mobile Capture
- Offline Access
- Templates
- File Sharing

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**RFP Distribution**
- Due Date Tracking
- Analysis
- Selection
- Progress Tracking
- Milestone Tracking
- Time & Expense Tracking
- Status Tracking

**AI Response Generation - AI Proposal Generator Tools**
- Continuous Learning from Edits
- Response Personalization & Tone Control
- Contextual Answer Recommendations
- AI Draft Response Generation

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Submissions**
- Collaboration
- Knowledge Base
- Review
- Reporting
- Document Review

**Content Management - AI Proposal Generator Tools**
- Governed Content Library
- Content Versioning & Approval Controls
- Duplicate Detection & Content Optimization

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**RFP Response**
- Bid Management
- Content Library
- Access
- Automation
- Export
- Import
- Knowledge Library
- Compliance Management
- Purchase Order Management
- Audit Management
- Supplier Management
- Workflow Management
- Content Management
- Requirements Management
- Vendor Management
- Document Management
- Requisition Management
- Contact Management
- User Management
- Inventory Management
- Template Management
- Task Management
- Catalog Management

**Collaboration & Workflow - AI Proposal Generator Tools**
- SME Assignment & Task Routing
- Review & Approval Workflows

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI  - RFP**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Third-Party Integrations

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Analytics & Performance - AI Proposal Generator Tools**
- Proposal Performance Analytics

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Alerts/Notifications
- API
- Version Control
- Collaboration Tools
- Projections
- RFP Responding
- Approval Process Control
- Proposal Generation
- Electronic Signature
- AI Copilot
- Activity Dashboard
- Access Controls/Permissions
- Automatic Formatting
- RFP Creation
- Audit Trail
- Customizable Reports
- Document Storage
- Generative AI
- Configurable Workflow
- Quotes/Estimates

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management
- Template Management
- Document Management
- Metadata Management
- Content Management
- Workflow Management
- Compliance Management
- Digital Asset Management
- Task Management
- File Management
- Forms Management
- SEO Management
- Audit Management
- Website Management
- User Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

## Top Iris Alternatives
  - [Loopio](https://www.g2.com/products/loopio/reviews) - 4.6/5.0 (804 reviews)
  - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,300 reviews)
  - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews)

