Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Push and pull data from quote applications to build proposals.
API / Integrations
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.
RFP Generation (4)
Templates
Provide standard templates for different types of RFPs
RFX
Support other types of requests such as RFB/RFI/RFQ
Versioning
Track versions of RFP documents and related changes
Questions Library
Maintain a library of questions that can be reused
RFP Distribution (3)
Tracking
Track submissions from multiple vendors and suppliers
Analysis
Compare submissions and score suppliers
Selection
Choose the best submission for an RFP
Submissions (4)
Collaboration
Allow multiple users to collaborate on submissions
Knowledge Base
Maintain a repository or library of content and documents that can be reused
Review
RFPs can be reviewed by managers before submission
Reporting
Create real-time reports to compare data trends across processes, RFPs, vendors or profiles
RFP Response (6)
Project Management
Tracks the progress of any RFP in real time and set milestones to improve efficiency
Content Library
Updates, organizes, and stores content of a project
Access
Assign users, roles, and manage access in order to set tasks and leave comments
Automation
Based on 13 Steerlab reviews.
Automate repetitive and manual tasks, such as auto-filling answers and auto-responses
Export
Export files or spreadsheets with the ability to format and accomidate images
Import
Upload files or spreadsheets from multiple sources
Generative AI (1)
AI Text Generation
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
Works across multiple software systems or databases
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