Proposal management is often a high-pressure, high-stakes environment. Whether you're responding to a complex RFP or crafting a standout client pitch, there's little room for error and never enough time. Bid teams need to juggle multiple data sources, collaborate across departments, and produce documents that are not only accurate but visually compelling—all while racing against the clock.
That’s why more and more teams are turning to QorusDocs. Built specifically for teams who generate pitches, proposals, and RFP responses, QorusDocs brings structure, automation, and intelligence to a process that’s often messy and time-consuming. It doesn’t just help you get the job done; it helps you do it better and faster, freeing your team to focus on what really matters: winning!
9 Ways Proposal Management Teams Can Do More (and Win More)
Let’s break down the major features that show how QorusDocs is shaking up the proposal management process, and how your team can take advantage of them.
- Leverage a Centralized Browser-Based Hub
The QorusDocs hub is a browser-based workspace where you can start building a proposal in just a few clicks. It connects to all your internal content sources—resumes, project records, templates, images, even call transcripts—so everything you need is right at your fingertips. No more digging through folders or emailing colleagues for files! And, because you can work on QorusDocs in your browser or via best-in-class Microsoft 365 add-ons, there’s no learning curve. - Easily Collaborate on RFPs
Each new opportunity begins with a “pursuit”—a dedicated collaborative workspace where everyone involved in the response can upload files, assign tasks, and track progress. Pursuits bring structure to the process and ensure nothing falls through the cracks. You can even customize fields to track client info, due dates, and project value. -
Draft Proposals Quickly
Enter QPilot, QorusDocs’ built-in AI assistant. It reads your source documents (like the RFP and kickoff call transcripts) and auto-generates key sections of your proposal, such as the executive summary, project challenges, and RFP questions. What used to take hours can now be completed in minutes—with a solid first draft ready for polishing. -
Find the Right Answers – In Seconds!
When it’s time to answer specific RFP questions, QorusDocs’ Smart Search helps you find relevant, pre-approved content fast. Just highlight a question, and the system finds the best possible matches in your knowledge base. You can insert the right response directly into your proposal—no hunting required.And if the answer doesn’t exist yet? No problem! QPilot can generate a custom response based on approved documents.
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Tailor Resumes with a Click
Generic resumes don’t win work. QorusDocs makes it easy to tailor resumes to the specific opportunity. Just upload the original resume and supporting materials (like a call transcript), and QPilot will generate a customized version that highlights the most relevant experience. Add a headshot, and you’ve got a polished, client-ready resume in no time. -
Insert Beautiful Visual Layouts
Visuals matter—especially when you’re showcasing your firm’s experience. QorusDocs gives you layout options like card views, lists, or project-people combinations. Just choose the right format, reorder your projects by relevance or size, and QorusDocs assembles it all into a professional-looking document ready to drop into your proposal. No more fighting with Word formatting or wasting time on layout tweaks. -
Identify Red Flags and Risks Before You Submit
Before you hit “send,” QorusDocs helps ensure your proposal is as strong and compliant as possible. Built-in “Smart Skills” scan the document for red flags like vague language, jargon and buzzwords, or overpromising. It provides recommended edits to help your proposal sound more professional, precise, and persuasive. Think of it as your AI-powered proofreader, only faster and always available. -
Prepare Impressive Finalist Presentations
When your proposal earns you a spot in the finalist round, QorusDocs has your back again. All the content from your proposal can be repurposed into polished presentations with minimal extra effort. The consistent formatting and integrated visuals make it easy to impress your audience, without starting from scratch. -
Track Win Rates and Learn from the Data
After submission, you can update the pursuit status to “won” or “lost,” and your team’s outcomes feed into live dashboards. QorusDocs tracks win/loss ratios, revenue, deal size, and time to close, giving you valuable insights into what’s working and what needs improvement. Over time, this data helps you refine your approach and increase your success rate.
3 Use Case Scenarios
We work with a wide range of clients, each one looking for a unique solution to their industry. Here are three typical use cases, covering the AEC, Legal and Professional Services industries.
- Built for AEC: Faster Proposals, Fewer Errors
In the architecture, engineering, and construction (AEC) world, proposals aren’t just important—they’re essential. “Winner doers” or “seller doers” are constantly responding to government tenders, design-build proposals, and highly competitive bids. But the proposal process itself can be exhausting and time-consuming: assembling team bios, project sheets, case studies, and visuals while ensuring every detail aligns with compliance standards and client expectations. And, sadly, that’s not billable time.QorusDocs takes the chaos out of the equation. With intuitive templates and AI-powered content tools, AEC teams can generate complex responses with consistency and speed. Whether it’s pulling in the right project experience or formatting resumes to match the client’s requirements, QorusDocs ensures that every element is accurate, on-brand, and easy to tailor. And because it lives in the cloud, your marketing, technical, and project teams can collaborate seamlessly, no matter where they are.
- Tailored for Legal: Efficiency Without Compromising Compliance
For legal teams, proposal work is mission-critical—but often undervalued. Whether it’s responding to RFPs, preparing panel pitches, or customizing client onboarding documents, the business development teams face immense pressure to deliver high-quality content under tight timeframes.With QorusDocs, law firms don’t need to start from scratch for every submission. The platform helps legal teams quickly find and insert the most up-to-date bios, deal lists, case summaries, and firm accolades. AI capabilities streamline repetitive tasks and reduce the risk of human error—essential when compliance and accuracy are non-negotiable. It also supports team collaboration, allowing lawyers and business development teams to work together in real-time within a secure environment.
And when it’s time for the final pitch presentation? QorusDocs turns your content into sleek, branded slides in just a few clicks.
- Built for Professional Services: More Billable Hours, Less Admin Overhead
Professional services firms (think accounting, consulting, audit, advisory, and strategy firms) depend heavily on documents to win new work. Whether it's crafting pitches, proposals, or RFP responses, these documents are complex and often assembled quickly to meet the deadline.Every hour spent on sales materials is a non-billable hour, something every business wants to reduce. QorusDocs addresses this challenge head-on. It lets teams pull together needed information from multiple data sources—like internal people directories, experience databases, approved content libraries and even call transcripts—and compiles everything into a compelling, client-ready pitch.
What used to take days now takes minutes or hours. Teams can redirect that time toward billable work while still increasing their win rate. And with built-in tracking and collaboration tools, they stay aligned from pursuit to pitch to final presentation, without losing momentum.
Ready to Work Smarter, Not Harder?
Proposal development doesn’t have to be stressful, chaotic, or inefficient. With QorusDocs, your team can reclaim hours of lost time, improve the quality of your submissions, and win more business.
From AEC firms juggling complex data to professional services teams and legal teams building beautiful pitches under tight deadlines, QorusDocs empowers everyone involved in proposal creation to do their best work—together, and at scale.
See QPilot in action, and if you’re ready to bring efficiency and intelligence to your proposal process, let’s talk.
