Everything You’ll Ever Need to Know About Proposal Management in One Ultimate Guide

Jennifer Tomlinson
Written by Jennifer Tomlinson / Apr 19, 2022

As Executive VP of Marketing, I work to identify business needs and help QorusDocs’ clients generate revenue more effectively and efficiently. I spearhead efforts to increase brand awareness through digital marketing and client engagement.

Do you sometimes feel overwhelmed at the sheer volume of RFPs landing in your inbox? Have you worked nights and weekends to finish an RFP response before the deadline? Do you wonder why, after all your hard work and long hours, your proposals aren’t translating to new business?

Without the right systems, tools, and best practices in place, the sales response process can be a complex, resource-intensive, and time-consuming part of your sales strategy—and the kicker is that the success of your company is dependent on how well you execute this process.

QorusDocs is here to help

At QorusDocs, we understand the conundrum you face when you’re trying to create high volumes of winning RFP responses and sales proposals, alongside a flurry of RFQs, DDQs, SOWs, and InfoSec questionnaires, within tight timelines—without pulling your hair out! If your sales response process is hampered by inefficient manual practices, time-consuming searches for content, and ineffective SME and stakeholder collaboration, you’re up against it.

Wouldn’t it be great if there was some way to take back control of your sales response process? A place to get answers to all your burning bid and proposal management questions?  A resource that took the guesswork out of optimizing sales proposals and RFP responses to drive sales? You’re in luck! We’ve compiled The Ultimate Guide to Mastering RFPs and Sales Proposals with the needs of bid and sales teams in mind. Even if you don’t know where to begin, this guide will answer all your RFP and proposal questions and set your organization on the path to generating a steady stream of revenue.

What you’ll learn

Here’s a sneak peek into what the Ultimate Guide covers:

  1. Before we dive into the nitty gritty, we begin with the basics. Discover how the B2B sales landscape has changed and why you need to take heed of the fundamental shift away from in-person sales interactions to a predominantly digital buying experience. Get comfortable with the essentials of RFPs, RFQs, and sales proposals—what to include, what not to include, tips and tricks.
  2. Buyers are in control. Discover what factors influence buyers’ purchase decisions and how to tailor your sales proposals and RFP responses to close the deal.
  3. Learn how to master proposal creation, including best practices and a step-by-step guide to crafting professional, on-brand sales proposals that convert.
  4. No Ultimate Guide would be complete without an array of templates, checklists, and quickstart helpers to simplify and accelerate your sales response process. Need to create a sales proposal? We’ve got you covered. Are RFPs piling up in your inbox? Check out our RFP Response Kit. And let’s not forget SOWs, security questionnaires, and RFQ responses.  
  5. Learn the value of proposal automation software for improving the quality of your responses (we’re talking accurate, on-brand, and personalized), streamlining collaboration efforts, and taking the pressure off your hardworking sales and bid teams.

    Get the 411 on how RFP management software can boost efficiency throughout the response process to kick that sales cycle into gear and increase your win rate. And you’ll be amazed at the powerful engagement insights you can glean from advanced AI-driven proposal development software (know what works and, just as importantly, what doesn’t).
  6. When it comes time to select proposal management software for your organization, learn what features you should prioritize and which vendors offer solutions. We know we’re biased but we think QorusDocs rocks—and we’re one of the only companies focused on helping both your bid team master RFP responses and your sales team create winning sales proposals.
  7. Sales teams are being relied on more and more to turn around personalized proposals at a rapid pace to keep the sales cycle humming. Discover the tricks, tools, and tips to accelerating the sales cycle to boost revenue.

    Plus, learn how companies like ManpowerGroup, CDW, and Teladoc Health are empowering their sales teams with proposal software to optimize content management, proposal creation, and sales acceleration.

In a shifting B2B sales landscape, The Ultimate Guide is an everything-but-the-kitchen-sink guide to mastering your sales response process and automating proposal and RFx response creation, helping you shorten the sales cycle and drive consistent revenue. What are you waiting for? Get your complimentary copy of The Ultimate Guide to Mastering RFPs and Sales Proposals now!

Ultimate Guide