1. [Home](/) 2. [Roles](/for) 3. Sales engineers & presales Presales & sales engineering # 5 RFP and security questionnaire software for sales engineers and presales teams Sales engineers end up answering RFPs and security questionnaires because they know the product. The tools that fit draft from the documents presales already maintains, cite the source for each answer, and help decide which RFPs deserve the effort at all. 5 tools with evidence of fitListed A to ZNo paid placement Profiles checked through Oct 2026 ## At a glance Starting prices and security listings come from each vendor profile, where every fact links to the page it was read from. “Not listed” means we could not find it published, not that the vendor lacks it. __Prices and certifications move. Confirm both with the vendor before a purchase or security review.__ | Tool | Starting price | SOC 2 | ISO 27001 | Checked | | ------------------- | -------------- | ------------- | ---------- | -------- | | [Arphie](/arphie) | Custom | SOC 2 Type 2 | Not listed | Oct 2026 | | [Iris](/iris) | Custom | SOC 2 Type II | Not listed | Oct 2026 | | [Realm](/realm) | Custom | Not listed | ISO 27001 | Oct 2026 | | [SiftHub](/sifthub) | Custom | SOC 2 | ISO 27001 | Oct 2026 | | [Tribble](/tribble) | Custom | SOC 2 Type II | Not listed | Oct 2026 | ## What presales teams need from RFP software Presales time is the scarcest resource on most sales teams, and questionnaires eat it. Every hour an SE spends pasting answers into a spreadsheet is an hour not spent on demos and technical validation. That is the trade these tools are bought to fix. SEs rarely want another library to maintain. The tools that suit them draft from live sources such as Google Drive, Confluence, SharePoint or Notion, and show which document each answer used, so checking an answer takes seconds. Qualification matters as much as drafting. An RFP written around a competitor’s product is a poor use of SE time, and some tools now score fit before anyone starts answering. ## Tools that fit, and why Each tool is listed because its published profile shows evidence of fit, quoted below. Open the profile for pricing detail, security sources and the full list of limitations. AR![Arphie logo](https://www.google.com/s2/favicons?domain=arphie.ai&sz=128) ### [Arphie](/arphie) **Why it fits:** Drafts from live connections to Drive, SharePoint and Confluence with source review and confidence scores, plus a Slack bot and a browser agent for portals. Who it is for: Presales and sales-engineering teams **Check before buying:** No public price list or self-serve plan; every quote goes through the contact form. [Arphie review](/arphie)[Arphie alternatives](/alternatives/arphie) IR![Iris logo](https://www.google.com/s2/favicons?domain=heyiris.ai&sz=128) ### [Iris](/iris) **Why it fits:** Qualifies RFPs with Go/No-Go scoring, then drafts cited, confidence-scored answers from a knowledge map synced across your tools. Who it is for: Sales engineers and presales teams **Check before buying:** No published seat price, free plan or trial; evaluation runs through a sales demo. [Iris review](/iris)[Iris alternatives](/alternatives/iris) RE![Realm logo](https://www.google.com/s2/favicons?domain=withrealm.com&sz=128) ### [Realm](/realm) **Why it fits:** Points AI agents at RFPs, security questionnaires and tailored collateral, with Go/No-Go scoring and a Slack app for quick answers. Who it is for: Presales and sales teams at software companies **Check before buying:** No published pricing or free trial today; the old pricing page is gone and quotes start with a demo. [Realm review](/realm)[Realm alternatives](/alternatives/realm) SI![SiftHub logo](https://www.google.com/s2/favicons?domain=sifthub.io&sz=128) ### [SiftHub](/sifthub) **Why it fits:** Focused on presales teams answering DDQs and security questionnaires from existing knowledge, with real-time answers for reps. Who it is for: B2B SaaS presales and revenue teams **Check before buying:** Consumption pricing: answers and proposals use transactions at rates that vary with complexity, and there is no free trial. [SiftHub review](/sifthub)[SiftHub alternatives](/alternatives/sifthub) TR![Tribble logo](https://www.google.com/s2/favicons?domain=tribble.ai&sz=128) ### [Tribble](/tribble) **Why it fits:** A governed answer layer that presales, sales and proposal teams share, with each answer linked to its evidence. Who it is for: Large sales, presales, and proposal teams **Check before buying:** No public prices, free plan or trial; quotes come on a demo call. [Tribble review](/tribble)[Tribble alternatives](/alternatives/tribble) ## How presales teams should choose RFP software - **Connected sources:** Draft from the docs you already keep current instead of a second library. - **Citations and confidence:** Each answer should show its source and how sure the tool is, so SEs review only the shaky ones. - **Go/no-go scoring:** A quick fit score on incoming RFPs protects SE time for deals you can win. - **Portals and chat:** Buyers send portals and reps ask in Slack. The same approved answer should serve both. - **Seat model:** Check whether pricing counts SEs, every rep who asks a question, or projects. ## What this list does not prove A listing here means the vendor’s material names presales or sales-engineering teams as its users. It does not confirm accuracy on your product’s technical questions. Connect your own documents in the trial. We list a tool only when its published profile supports the fit, and we publish a page only once at least three tools qualify. Read the [research and scoring methodology](/methodology) or [send a correction](/contact). ## Related pages [Proposal managers](/for/proposal-managers)[Bid writers](/for/bid-writers)[Sales teams](/for/sales-teams)[RevOps teams](/for/revops-teams)[Security & GRC teams](/for/security-teams)[GovCon capture teams](/for/govcon-capture-teams)[Investor relations teams](/for/investor-relations-teams) [Government & public sector](/industries/government)[Financial services](/industries/financial-services)[Healthcare & HealthTech](/industries/healthcare)[Software & SaaS](/industries/software-saas)[Professional services](/industries/professional-services)[Construction & engineering](/industries/construction-engineering)[Cybersecurity](/industries/cybersecurity)[IT services](/industries/it-services)[Manufacturing & industrial](/industries/manufacturing)[DDQ automation software tools](/ddq-automation-tools)[Security questionnaire automation tools](/security-questionnaire-automation)[RFP response software tools](/rfp-response-software)[Proposal management software tools](/proposal-management-software)[RFP knowledge base and answer library tools](/knowledge-base-software) ## Frequently asked questions What is the best RFP software for sales engineers? Arphie and Iris are built around presales and sales-engineering teams and draft from connected sources. SiftHub and Realm focus on software presales, and Tribble serves larger teams that want governed answers shared across sales. Try two with a questionnaire you answered last month. Which tools score whether an RFP is worth answering? Iris and Realm both list go/no-go scoring of incoming RFPs, per their profiles. Treat the score as a prompt for a conversation with the account team rather than a verdict. Can presales avoid maintaining an answer library? Partly. Tools that draft from connected documents remove most hand-kept entries, but someone still owns the source documents and approves sensitive answers. How do sales engineers handle security questionnaire portals? Use a tool with a browser extension for the portals your buyers use. Iris lists one for portals such as OneTrust and Vanta, and Arphie lists a browser agent for portals. How should a presales team trial questionnaire software? Connect the same documents to two tools and run a recent questionnaire. Count the answers an SE had to rewrite, which tells you more than the share the tool filled.