--- title: "Steerlab Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Steerlab Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/10025491/Steerlab/" page_type: "product" language: "en" --- # Steerlab Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Steerlab ## What is Steerlab? Steerlab is an AI-powered RFP automation platform built for B2B software companies to respond faster and win more deals. It auto-generates up to 90% of responses from your approved content library, supports both Q&A and narrative formats, and works directly in Excel, Word, and PDF. The platform includes intelligent decision-making tools like Go/No-Go evaluation, bias detection, and deal insights. Teams collaborate in real-time with seamless integrations across Salesforce, Slack, Google Drive, and SharePoint. Enterprise-ready with SOC 2, ISO 27001, and GDPR compliance, Steerlab is trusted by B2B companies from startups to enterprises managing high-volume RFP programs. ## What is Steerlab used for? [RFP](https://www.capterra.com/rfp-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Steerlab?[Manage this product listing](https://www.g2.com/products/steerlab/claim_requests/new?auto=true) ## Steerlab Overview Updated September 2026 AI summary Steerlab supports businesses of all sizes in managing proposals and RFP processes through features such as document automation, approval workflows, collaboration tools, and version control. Offering both core proposal management and advanced capabilities like AI Copilot, electronic signature, and CRM integration, Steerlab is available as a cloud-based or web solution compatible with major operating systems. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Steerlab 5.0 (1) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price Contact vendor Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.4 (189) Value For Money 5.0 (1) Value For Money 4.3 (160) Customer Service 5.0 (1) Customer Service 4.3 (168) ## Steerlab alternatives [4.6 (74)](https://www.capterra.com/p/133042/Loopio/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/) [4.5 (190)](https://www.capterra.com/p/148054/Responsive/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148054/Responsive/) Highest Rated [Breeze](https://www.capterra.com/p/10026470/Breeze/) [5.0 (15)](https://www.capterra.com/p/10026470/Breeze/#reviews) Starting price $499.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10026470/Breeze/) [XaitPorter](https://www.capterra.com/p/76385/XaitPorter/) [4.7 (50)](https://www.capterra.com/p/76385/XaitPorter/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76385/XaitPorter/) ## FAQs about Steerlab Features and Usability ### What are the key features of Steerlab? Steerlab offers AI Copilot and generative AI for proposal generation, plus RFP creation, RFP management, and RFP responding. Core workflow features include approval process control, configurable workflow, task management, templates, document management, version control, reporting & statistics, access controls/permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does Steerlab integrate with? Steerlab integrates with 6 third-party platforms: Atlassian Access, Google Workspace, Microsoft 365, Notion, Salesforce Platform, and Slack. These integrations span collaboration, productivity, knowledge management, and CRM tools, giving teams access to the systems they already use for daily work. Getting Started and Support ### What training and onboarding options does Steerlab offer? Steerlab provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference, and videos provide visual materials for self-paced review. Getting Started and Support ### What customer support options does Steerlab offer? Steerlab provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Customer support is organized across these channels for users who need direct assistance or self-service help. No reviewer feedback about support quality, response times, or common frustrations is available in the catalog data. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) Steerlab supports all three of the features reviewers value most: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create proposals faster, produce accurate pricing documents, and tailor content to different clients, allowing teams to improve consistency, respond more quickly, and win work more efficiently. Progress Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation RFP Creation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important The process of creating a questionnaire and submitting it to prospective vendors. RFP Responding 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important The process of creating proposals in response to requests received from potential clients Status Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track the status over time for a request, process, asset, or transaction Workflow Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Steerlab 60 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Formatting: Automatically formats data in a predetermined way - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Signature: Digitally sign online documents - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Inventory Management: Track and manage inventory levels to maintain proper supply - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Library: A repository of previously used/received RFP questions with responses - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Requisition Management: Review, approve and cancel requests for goods/services to be purchased - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - RFP Responding: The process of creating proposals in response to requests received from potential clients - Status Tracking: Track the status over time for a request, process, asset, or transaction - Supplier Management: Manage all supplier data and operations - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Notion](https://www.capterra.com/p/186596/Notion/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Atlassian Access](https://www.capterra.com/p/246679/Atlassian-Access/) ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent RS Rick S. President Financial Services ### "Cut our RFP turnaround from five days to 24 hours" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 7, 2026 Financial services RFPs are very hard to handle. The compliance requirements are strict. The deadlines are tight. For a 30-person team pulling together responses from departments was very tiring. We spent five days on responses that had to go out in one day. Steerlab reduced that time to 24 hours. It uses sources flags any compliance risk and produces documents that are ready to export with citations. Since we started using Steerlab we have seen a 28% increase in funding commitments secured over the quarter. That is a number. The team that was busy, with document work is now focused on building pipeline. For a lending business that change matters a lot. Pros The answer matching feature in Steerlab is really impressive. It finds the content for each question from our lending documents and compliance filings. It does not just pick something that sounds close. Actually the right thing. Most drafts need a small change before they are ready. I also like that we can tag the person directly inside the platform. No more searching for people over email. Looking through a shared folder to find who last worked on section. Everyone knows what they are responsible for. The review process moves quickly. Cons The main features of Steerlab are good but the built in templates for banking and fintech security questionnaires need options. For some RFPs we still need to do some setup work before we can start using it. It is not a problem but more ready-to-use templates for financial services would save time for teams like ours. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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