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.
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.
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 hours to minutes. 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.
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 presentations for the contract in competition with each other, based on the details of the RFP.
Yes. Within Qorus, RFx responses can be managed as projects known as ‘Pursuits.’ For each Pursuit, Qorus 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.
Using Artificial Intelligence and Natural Language Processing, Qorus will look for matching answers in your ‘Question & Answer (Q&A)' content and populate the sections within a matter of seconds.
Yes. Users are able to type keywords or phrases into the search box, and include operators like AND, OR, or NOT. Power users will also be able to take advantage of Microsoft KQL (Keyword Query Language).
Yes, Qorus has a robust workflow capability to manage content through a full lifecycle. You will have access to a range of detailed activity logs around the creation, management, and usage of content.
Yes, we can manage all types of content from templates, responses, documents, images, video, audio, and more.
Yes. Qorus supports working with all standard Microsoft Office file formats, including Excel, PowerPoint and Word, as well as PDFs. In addition, Qorus integrates with Dynamics 365, Teams, and Salesforce.
Yes. you can create as many templates as needed using native Microsoft Word and PowerPoint functionality, and each template can be branded differently.
Yes, subject matter experts can update content and participate in RFP responses with a free guest license.
Yes. Question assignments can be given to one or more contributors or reviewers. Each assignment can hold comments, have due dates, and be marked as urgent. Qorus keeps track of assignment due dates and statuses, and keeps all stakeholders informed with email notifications and reminders.
There are three ways:
1. Use any web browser to upload new files
2. Import an Excel spreadsheet
3. Use our clip feature to select useful and re-useable content right within Microsoft Office applications.
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.
Qorus leverages content management that is powerful yet easy to use. Content managers can immediately manage and organize content, and edit, review, and contribute directly from their familiar Microsoft Office applications. In under five minutes, using the step-by-step UI, you can get set up with no coding or advanced technical knowledge required.
Yes. Your content is stored in standard Office files formats, such as Excel, Word, and PowerPoint. You will have full control over your own environment and will have the ability to bulk export content at any time, in whichever file format it is currently stored.
Yes. Qorus has a robust set of reports based on the outcomes of projects related to particular bids. Users can track win rates and win percentages at the project, owner, or content level.
Yes. Users can see the total number of assignments in each document associated with the RFP, broken down by assignment status. Each user will be able to see all the assignments on their "to do" list. As the due date approaches, the assignment icon turns to red, calling users' attention. In addition, Qorus provides useful insights into user activity around collaboration, that can be accessed from the Qorus Hub Add-in for Word, which includes analytics about active and closed assignments as well as a 12-month view of closed assignments. Companies also have the option to create custom reports and dashboards to suit business requirements, or work with Qorus Professional Services team to build dashboards.
Yes. Qorus provides reports to show the most used and least used content, as well as outdated content or content that has a review date coming up or that has passed.
Qorus permissions are applied throughout the application to manage who has access to what content and which system functions.
Yes. Users can be given permissions with read/write access to the content.
The Qorus 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.
Qorus automatically connects to OneDrive for Business, allowing you to easily access and use your own OneDrive for Business files, as well as the files that have been shared with you, without having to open another browser window, and all while you work in your favorite Office Apps.
Yes. SSO and MFA (multi-factor authentication) are supported through Azure AD.
Qorus Software was founded in 2012. The Qorus product is a culmination of nearly a decade of experience in developing, delivering, and implementing Proposal Automation and RFP Management solutions.
No. Qorus was designed for self-service content migration and change management. However, we do offer a range of implementation services if desired.
Users will need the following:
1. Desktop installations of one ore more of these Office apps:
--Outlook with a mailbox hosted on Exchange Online
--Word 365, 2016, or 2019 to use the Qorus Add-in for Word
--PowerPoint 365, 2016, or 2019 to use the Qorus Add-in for PowerPoint
--Excel 365, 2016, or 2019 to use the Qorus Add-in for Excel
2. Operating System: Windows 8.1 or higher
3. Browser: Internet Explorer, Edge, Chrome, Firefox, or Safari