One workflow of record
Intake to outcome in one place, replacing the inbox-and-spreadsheet patchwork.
Transform revenue work into a repeatable operating rhythm.
Help teams standardize intake, qualification, ownership, workflow automation, and reporting across the RFP revenue motion.
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.
Define the routing
Who owns sourcing, bid decisions, response, pricing, and approvals — and what happens at each handoff — becomes configured, not tribal.
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.
No dropped opportunities
Routing rules and owner visibility close the seams where pursuits used to disappear.
Metrics worth optimizing
Win rate by source, cycle time by stage, and capacity by owner — finally measurable.
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?
Signal criteria, fit scoring inputs, routing rules, and next-step recommendations are all configured around your motion during onboarding, and tuned as outcomes come in.
Book a demo
Map this to your workflow.
Bring your current process, sources, and a recent RFP. We will show where Settle can help.