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Want to know what our proposal management software does, how it works, or what you’ll need to get started? Walk with us through QorusDoc’s most Frequently Asked Questions:
What is proposal management?
Proposal management is a system for collecting reusable content, locating, collaborating on, and creating finished proposals, presentations, pitches, or bids to secure a sale. Typically, in larger organizations, a proposal manager is assigned to walk through this process from start to finish, from planning the proposal, to gathering contributions from key contacts, to creating a polished presentation, and then quality checking before submission. In smaller organizations, the sales teams complete these tasks.
What is an RFP?
An RFP, or Request for Proposal, is a document that is sent to multiple vendors asking for proposals to be submitted for a specific project. Your response to the RFP is an opportunity to show the requesting company that you have the skills, knowledge, and ability to meet the needs of the project. Usually, several companies will produce responses for the contract in competition with each other, based on the details of the RFP.
What is proposal management software?
Proposal management software (sometimes just “proposal software”) is software that aids in the development, organization, and presentation of proposals, bids, pitches, and responses to RFPs, RFIs, and RFQs.
Why use proposal management software?
Responding to RFPs is a time-consuming proposition. However, developing quality presentations and proposals is the lifeblood of your business. Using a proposal management tool can cut the time it takes to produce a presentation, proposal, or RFP response from days to hours. Many of the tasks required to produce beautifully crafted proposals with pre-approved content can be automated within a proposal management system, allowing your sales teams to spend more time selling.
Can QorusDocs help generate responses to RFPs, RFIs, RFQs, security questionnaires and statements of work?
Yes. Within QorusDocs, RFx responses can be managed as projects known as ‘Pursuits.’ For each Pursuit, QorusDocs will keep together collections of recommended content, the actual RFx response / proposal documents, the documents received from the prospective client, document collaboration assignments, and more.
Does QorusDocs support content in the primary formats of Word, Excel, and PDF so we can use it to reply to RFPs, questionnaires, requests for information (RFI), and also allow us to create sales proposals?
Yes. QorusDocs supports working with all standard Microsoft Office file formats, including Excel, PowerPoint and Word, as well as PDFs. In addition, QorusDocs integrates with Dynamics 365, Teams, and Salesforce.
How is content added to the library?
There are three ways:
- Use any web browser to upload new files
- Import an Excel spreadsheet
- Use our clip feature to select useful and re-useable content right within Microsoft Office applications
How many users can be collaborating on a report at once?
The maximum number of users able to co-author a document is 99. The recommended number, however, is 10 people or less. With more than 10 co-authors in one document you may experience more conflicts or go through more iterations to successfully upload changes to the server.
Do you offer training and support included in your package price?
QorusDocs offers a Standard support plan at no additional cost, which allows users to contact our support team for questions or assistance via the Help Center. In the Help Center, users can also find community chats, how-to and getting started articles, product announcements, and training videos. QorusDocs also includes product training as a part of the implementation program, via web meetings. There is also a Premium support plan available for an additional fee.
Where is your software hosted?
The QorusDocs primary data center is hosted in the Microsoft Azure US South-Central region (Texas), with the Azure US North-Central region (Illinois) used for active geo-replication.
