Introducing Proposal Assistant

Dec 9, 2025

by

Will

Feldman

by

Will

Feldman

Illustrated banner for Dreamforce 2025 in San Francisco showing Salesforce’s mascot characters riding a red Powell & Hyde Street cable car with the city skyline and Golden Gate Bridge in the background, celebrating the annual Salesforce Dreamforce conference.

Let’s be honest about the worst part of proposal management. It isn’t the writing.

It’s the scavenger hunt.

It’s remembering that you wrote a perfect answer to a security question in a bid for a healthcare client six months ago, but not remembering which bid. It’s opening 12 different tabs, searching through Teams, digging into OneDrive, and frantically hitting "Ctrl+F" until your eyes glaze over.

We think that’s ridiculous. You shouldn’t have to play detective with your own data.

That’s why today we’re Introducing Proposal Assistant—your always-on, AI-native teammate that lives inside Settle.

It doesn’t just "search." It thinks, drafts, and even finds opportunities for you.

The Problem with "Dumb" Search

Most proposal tools treat your data like a dusty filing cabinet. You put documents in, and later, you have to go rummage around to get them out.

Even "AI" tools often get this wrong. They give you a generic chatbot that hallucinates answers or requires you to paste context in manually. That’s not a true teammate.

Meet Your New Teammate

The Proposal Assistant is different because it has native access to your company's proposal knowledge.

It sits on its own dedicated page in Settle and connects the dots between your Library (source of truth), your Projects (past work), and RFP Hunter (public opportunities).

Here is why this changes the game for your proposal workflow:

1. It knows everything you know (and nothing you don't)

The Assistant combines search, retrieval, and generation into one flow. When you ask it a question, it doesn't make things up. It pulls grounded, reliable responses directly from your organization’s real data.

  • Need a case study from Q3? It grabs it.

  • Need to explain your pricing model based on the latest approved answers? It drafts it.

  • Need to know if you've ever bid on a project in Idaho? It checks.

2. It understands Intent

Not every question is a search query. The Assistant automatically classifies what you need:

  • Discovery: "Find me open RFPs for municipal gov tech." (Routes to RFP Hunter)

  • Content Generation: "Write an executive summary for this project emphasizing our security speed." (Routes to Drafting)

  • Fact Check: "What is our standard SLA?" (Routes to Library lookup)

You don't have to toggle tools. You just ask.

3. It writes the "Other" 40% of the RFP

RFPs aren't just Q&A pairs. There are cover letters, executive summaries, bios, and weirdly specific technical explanations.

The Proposal Assistant drafts full content. You can ask for a summary of a 100-page RFP, a rewritten answer to sound "more enterprise and less startup," or a compliance matrix. It generates everything grounded in your proposal knowledge, so you can trust the work.

4. It iterates like a human

Rarely is the first draft perfect. The Assistant is built for the back-and-forth. You can tell it to "make it shorter," "make it punchier," or "focus more on ROI." It refines the output in real-time, helping you move through the narrative parts of a proposal faster than ever.

The End of the Hunt

We built Settle to automate the boring parts of winning business. The Proposal Assistant is the next step in that evolution.

It removes the friction between "I need an answer" and "I have the answer." No more clicking around. No more hunting. Just winning.

The Proposal Assistant is live in Settle today. Log in and say hello to your new teammate.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

logo

The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

Icon
logo

The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

Icon
logo

The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

Icon