Make your existing RFP process repeatable.

For teams with a process in place, Settle helps map gaps, define signal criteria, connect existing systems, and automate response and sales motions.

The problem

The way it usually goes.

Sound familiar?
  • The process works because one person holds it together — and breaks the week they are out.
  • Volume growth turns a working manual motion into missed deadlines and dropped opportunities.
  • Leadership cannot see pipeline, capacity, or win patterns because the workflow lives in inboxes and spreadsheets.

How Settle scales it

With Settle in the workflow.

  1. Map the motion you have

    Settle documents your sources, owners, criteria, and handoffs during onboarding — including the gaps you already suspect.

  2. Configure routing and criteria

    Signal criteria, fit scoring, owner routing, and next-step recommendations turn your implicit process into an explicit, repeatable one.

  3. Automate the rhythm

    Responses, handoffs, and readiness reviews kick off automatically, with reporting that shows the whole pipeline.

What changes

What your team gets back.

Throughput

3x the volume

Crafty tripled the RFP work its team could handle while improving response quality and consistency.

Resilience

Process, not heroics

The motion survives vacations, turnover, and growth because it lives in a workflow instead of one person's head.

Visibility

A pipeline leadership can read

Sources, stages, owners, and outcomes in one view, tied to the revenue they produce.

FAQ

Common questions.

Anything else? Bring it to a workflow consultation and we will answer it against your real pipeline.

We already have a process. Will Settle force us to change it?

Settle starts by mapping the motion you already run — sources, owners, criteria, handoffs — and configures the workflow around it. You keep what works; Settle makes it repeatable and visible.

How long does setup take?

Most teams are working real opportunities in week one. Onboarding captures your sources, market, and process; Settle uses that context to configure scoring, routing, and response work from the start.

Book a demo

Map this to your workflow.

Bring your current process, sources, and a recent RFP. We will show where Settle can help.

Book a demo