One workflow of record
Intake to outcome in one place, replacing the inbox-and-spreadsheet patchwork.
Transform revenue work into a repeatable operating rhythm.
Keep source evidence, customer-specific fit criteria, buyer context, and the chosen pursuit motion together for the teams that need them.
What ops inherits
The way it usually goes.
Sound familiar?- The RFP motion has no system of record: intake is email, tracking is a spreadsheet, and reporting is an estimate.
- Handoffs between BD, sales, proposal, and pricing drop opportunities at every seam.
- There is no clean data on win rates, capacity, or source quality to optimize against.
How Settle operationalizes it
With Settle in the workflow.
Standardize intake
Every signal and RFP enters one workflow with consistent qualification criteria, owners, and stages.
Tune fit with feedback
Your team can review the fit reasoning and give feedback so the system reflects customer-specific judgment rather than a universal score.
Report on the motion
Sources, stages, decisions, and outcomes produce the data you need to tune the workflow and forecast the channel.
What changes
What your team gets back.
A shared definition of fit
Capabilities, markets, and pursuit criteria are explicit, while human feedback remains part of the decision.
Metrics worth optimizing
Available source evidence, fit feedback, and next-action status stay visible for the team to review.
FAQ
Common questions.
Anything else? Bring it to a workflow consultation and we will answer it against your real pipeline.
Does Settle integrate with our existing stack?
Settle connects to the data sources and apps your team already uses, and the custom workflow plan covers existing source and system integrations so the RFP motion fits your stack rather than sitting beside it.
How configurable are the workflow rules?
Capabilities, target market, pursuit criteria, and fit inputs are configured around your public-sector motion and tuned with direct feedback from your team.
Book a demo
Map this to your workflow.
Bring your current process, sources, and a recent RFP. We will show where Settle can help.