Choosing the right generative AI proposal software for your organization doesn’t need to be a complicated journey. With our Buyer’s Guide at your disposal, you’ll be able to determine what features and functionality to look for (and why), the benefits they deliver, and how a generative AI proposal management solution will fit into your tech stack to drive efficiencies, eliminate operational headaches, and improve win rates.
We understand that AI—and generative AI in particular—may seem daunting at first but it’s truly a critical element of modern proposal management software, accelerating and simplifying the response process to save your organization countless manual hours and enable you to focus on more client-focused, value-added tasks that drive revenue.
By automating time-consuming and labor-intensive manual processes, AI-powered proposal management software helps you quickly and accurately create pitches, proposals and RFx responses personalized for your audience to boost client engagement.
For example, QPilot, QorusDocs’ generative AI assistant, saves you time personalizing answers and writing original content, combining datapoints from CRM records, competitive documents, and your own organization’s private data to help drive decisions and focus your teams’ efforts. With QorusDocs QPilot powering your response process, you’ll be able to focus your time on the high-value bids you have a higher propensity to win.
When considering which generative AI proposal management solution is the best fit for your organization’s unique needs, consider:
- How does the platform solve your particular pain point? Do you require a verticalized point solution approach?
- Does this AI-powered system get smarter with each use?
- Does it have a recommendations engine that suggests optimized content with ease?
- Is the generative AI technology able to work from your private and trusted content?
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The majority of respondents (59%) indicated that generative AI is somewhat/extremely important as a key capability of proposal management software. |
Before you delve into the specific features and capabilities of the various generative AI proposal solutions on the market, first and foremost make sure your vendor of choice prioritizes security in its product design and company ethos. For AI-powered proposal management software, documents and branded content should be housed in a secure environment, such as a cloud. Ensure that generative AI solutions don’t pass your data publicly or train other LLMs. Look for:
- Generative AI that uses content securely from your private libraries
- Robust security and privacy controls to ensure data is protected
- Trustworthy technology underpinning the solution, such as Microsoft Azure Hybrid cloud and Azure OpenAI
If you’re satisfied with the security features and architecture, you can move on to evaluating functionality. Be sure your software of choice delivers on these basics:
- Content management capabilities, including the ability to easily access and search consistent, compliant, and approved content from one location.
- Data-driven content recommendations.
- Easy, repeatable build steps for each project or content piece.
- A spectrum of AI technologies from NLP to generative AI to help you research, summarize, and create content efficiently.
- Intuitive user interface.
- Customizable, formatting-enabled smart template options.
Seamless collaboration is a critical component of an effective response process. The best AI proposal management software knows how to work with commons apps (e.g., Microsoft 365, CRMs), easily and quickly find and replace content, and plug right into familiar environments for the benefit of the user. Look for:
- Labeling to help track active pursuits and assign tasks.
- Integrations with your organization’s most used applications and trusted content.
- Tailored dashboards, fields, datapoints, and analytics.
- Easy-to-pull, meaningful metrics and KPIs.
- Integration into the day-to-day work technology for your staff.
Being able to track the distribution of proposal and RFP responses is incredibly valuable for informing future content, helping to fine-tune client engagement and increase your win rate. Look for:
- Built-in measurement tools that help you gain visibility into each collaborator’s assigned projects and total time spent.
- Detailed insights and metrics that show how your client engages with your document.
- Dashboards that offer data on pursuits, products, sales, regions, etc.
If you’re on the buying committee tasked with selecting the best generative AI proposal automation platform for your organization, get the step-by-step plan you need in the QorusDocs Buyer’s Guide to Generative AI Proposal Management Software.
Plus, learn more about how QorusDocs QPilot can help your team invest more time in client relationships (and less time in mundane tasks) to crank up the revenue engine.
