Make your existing RFP process repeatable.

A Settle teammate works with your team to define its sources, market, fit criteria, and handoffs, then tunes the system with your feedback.

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 fit around your team

    Customer-specific criteria and fit feedback turn your team’s judgment into a clearer, inspectable way to evaluate opportunities.

  3. Carry the context forward

    Source-backed signals, buyer intelligence, stakeholder maps, sales briefs, and response projects keep the research with the work it informs.

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, and decisions in one view, tied to the opportunities under review.

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?

Onboarding captures your sources, market, process, and pursuit criteria so Settle can configure fit recommendations and response work for your team’s review.

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