Settle

What is Settle?

Settle is an AI-powered RFP discovery and response platform designed to help teams find relevant RFP opportunities, draft responses, and manage the proposal workflow in one place. The product combines opportunity discovery with AI-assisted drafting and a centralized workflow so teams can spend less time on manual coordination and repeated work.

In practice, Settle focuses on two core tasks: (1) locating opportunities to pursue and (2) generating proposal content using past knowledge. It also provides project workflow tools intended to replace ad-hoc spreadsheets and keep proposal work organized.

Key Features

• AI-powered RFP discovery (RFP Hunter): Helps surface RFP opportunities and identify potential contract value through a discovery component.
• Smart Search for approved answers: Enables quick retrieval of approved responses from a team’s proposal history so users don’t need to rewrite previously accepted answers.
• AI Draft Generation from a knowledge base: Produces first-draft responses with AI assistance using the team’s existing knowledge base, with an emphasis on on-brand output.
• Organized project workflow: Provides streamlined, purpose-built workflows for managing RFP projects without relying on spreadsheets.
• Centralized collaboration and tracking: Keeps proposal work in one system, supporting visibility into project status and delivery timelines.
• Enterprise-grade protection (as stated on the site): Positions the platform as secure and reliable for managing proposal information.

How to Use Settle

1. Get access or request a demo: Start by requesting access to the platform (the site offers “Get a Free Demo”).
2. Discover relevant RFPs: Use the platform’s discovery capability to surface opportunities to pursue.
3. Retrieve approved content with Smart Search: For each RFP, search the proposal history to find previously approved answers relevant to the questions.
4. Generate draft responses: Use AI Draft Generation to create on-brand first drafts based on the available knowledge base.
5. Manage the proposal in the workflow: Use the purpose-built project workflow to track work and collaborate on the submission process until the proposal is ready.

Use Cases

• Proposal teams responding to repetitive RFP questionnaires: Use Smart Search to find approved answers to recurring questions and reduce time spent rewriting standard sections.
• Teams that want faster, consistent drafting: Generate first drafts using AI Draft Generation grounded in their knowledge base, then revise for final submission.
• Organizations managing multiple bids at once: Use the organized project workflow to centralize tracking, collaboration, and on-time delivery activities across several active proposals.
• RFP lead generation and opportunity triage: Use the RFP discovery capability to identify which RFPs to pursue and to connect those opportunities to potential contract value.
• Proposal response teams moving away from spreadsheets: Replace spreadsheet-based coordination with a single platform workflow designed specifically for RFP projects.

FAQ

What is Settle?

Settle is an AI Proposal Manager that helps teams find, manage, and respond to RFPs faster. It automatically surfaces relevant opportunities, drafts responses using company knowledge, and centralizes the proposal workflow.

How does Settle help teams respond to RFPs?

Settle supports RFP responses by providing Smart Search to retrieve approved answers from past proposals and AI Draft Generation to create draft responses using the team’s knowledge base.

What features does Settle offer to improve the RFP process?

The platform includes AI-powered discovery for RFP opportunities, Smart Search for approved answers, AI Draft Generation for drafting, and an organized project workflow for managing proposals.

Is my data secure with Settle?

The site states that Settle includes “Secure and Reliable” enterprise-grade protection, but specific security details are not provided in the provided content.

Does Settle integrate with existing systems?

The provided content lists a question about integrations, but it does not include any integration details.

Alternatives

• General-purpose proposal management tools (non-AI): These can centralize RFP workflows and collaboration but may not include AI-assisted drafting or automated approved-answer retrieval.
• Document automation and AI writing tools: Useful for drafting content, but they typically don’t provide RFP-specific discovery and a workflow designed for end-to-end proposal management.
• RFP response knowledge bases or Q&A systems: These can focus on retrieving approved answers, but may require additional tooling to handle discovery, drafting workflows, and full proposal project tracking.
• CRM or sales engagement platforms with RFP add-ons: These may support opportunity management in a sales context, but the workflow and AI capabilities would depend on the specific add-ons and configuration.