---
title: "Iris Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Iris Software - reviews, pricing plans, popular comparisons to other RFP products and more."
source_url: "https://www.capterra.com/p/10034662/Iris/"
page_type: "product"
language: "en"
---

# 

 Iris 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)

Iris

## What is Iris?

Cloud-based and AI-powered RFP software that streamlines response processes for RFPs, RFIs, SOWs, and similar documents. Iris functions as a centralized knowledge ledger that updates outdated information across connected systems, ensuring responses contain current company data. The software customizes response tone and style according to specific project needs rather than using generic content. Iris includes project management functionality for team collaboration, allowing members to track progress, assign tasks, and coordinate deadlines. The system also generates post-sale handoff plans that transform completed work into implementation blueprints. Iris helps organizations manage complex RFPs and strategic requests, addressing common challenges in proposal management while maintaining information accuracy throughout the process.

## What is Iris used for?

[Sales Enablement](https://www.capterra.com/sales-enablement-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Contact vendor  
for pricing

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## Iris Overview

Updated September 2026

AI summary

Iris supports businesses of all sizes in managing RFP and proposal processes through features such as collaboration tools, workflow management, templates, and a knowledge library. With optional capabilities like content management, generative AI, and RFP responding, Iris enables teams to track progress and due dates efficiently. The platform is accessible via cloud and web-based deployment across 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.

### Iris

0.0

VS.

[4.8 (27)](https://www.capterra.com/p/141108/Expedience-Software-Suite/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (27)

Value For Money

0.0 (0)

Value For Money

4.9 (23)

Customer Service

0.0 (0)

Customer Service

5.0 (27)

## Iris alternatives

[4.6 (15)](https://www.capterra.com/p/228297/Catapult/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.5 (1,259)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[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

[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

## FAQs about Iris

Overview

### What company size and specific industries is Iris built for?

Iris is designed for sales teams, legal departments, security professionals, proposal writers, and sales engineers in organizations that manage RFPs, RFIs, SOWs, VSQs, and DDQs. It is suited to companies of any size that handle formal response workflows across sales, legal, and security functions.

Features and Usability

### What are the key features of Iris?

Iris includes document management, document storage, version control, and document review for handling content, plus access controls/permissions and user management for governance. It also offers workflow management, approval process control, task management, milestone tracking, and status tracking, along with templates, content libraries, third-party integrations, and audit trail capabilities.

Integrations

### Which third-party tools and platforms does Iris integrate with?

Iris integrates with 10 third-party tools and platforms, including Slack, Google Drive, Google Chrome, Notion, Confluence, Salesforce Starter, Seismic, Highspot by Seismic, Drata, and Vanta. These catalog integrations cover collaboration, document storage, sales enablement, and compliance workflows.

Getting Started and Support

### What training and onboarding options does Iris offer?

Iris provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs for learning key functions and reviewing steps at a self-paced pace.

Getting Started and Support

### What customer support options does Iris offer?

Iris provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support quality is available here, so the support experience cannot be assessed from user comments. The listed channels show several ways to reach help and find answers.

## Features

AI summary

Based on 236 RFP reviews

Capterra data shows that buyers of RFP software rank the following features as their top priorities:

-   **Content Management** (**46%** of reviewers rated this feature as critical)
-   **Document Management** (**53%**)
-   **Knowledge Library** (**47%**)

Iris supports all three features that reviewers consider most important: **Content Management**, **Document Management**, and **Knowledge Library**. Together, these capabilities help businesses keep proposal content organized, manage supporting documents more efficiently, and maintain a central source of approved information, allowing teams to respond to RFPs faster and with greater consistency.

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

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

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

Iris 36 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
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- 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
- Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance.
- 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
- 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
- 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
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- 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
- Proposal Generation: Create proposals based on costs of labor and materials
- 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
- 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
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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## Pricing

User-Based Pricing

Contact vendor for details

It includes:

-   Unlimited RFx credits
-   Unlimited DDQ credits
-   Unlimited security questionnaire credits
-   Unlimited collaborator users

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Slack](https://www.capterra.com/p/135003/Slack/)[

Confluence](https://www.capterra.com/p/136446/Confluence/)[

Notion](https://www.capterra.com/p/186596/Notion/)[

Google Chrome](https://www.capterra.com/p/228985/Chrome/)[

Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[

Seismic](https://www.capterra.com/p/140225/Seismic/)[

Highspot by Seismic](https://www.capterra.com/p/148612/Highspot/)

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## Support, customer service and training options

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

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