A connected approach to unified proposal management

Creating winning proposals starts with connections. QorusDocs seamlessly integrates with your everyday applications, helping teams be more productive.

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Litera

Business development and pitch teams can collaborate on a pitch within QorusDocs connected to the firm’s knowledge in Foundation as well as Microsoft Teams or SharePoint environment. Using QorusDocs analytics, they can track the effectiveness of their pitching processes and the use of their firm’s knowledge and content.

iManage

QorusDocs can connect to content stored in iManage. This allows our powerful search features to help you quickly locate, preview, and insert the content needed for your proposals or use your content within our AI Assistant, QPilot.

Quickly create proposals within familiar Microsoft Office apps

Our proposal automation software works where you work. You can insert, customize, and collaborate on proposal and RFP responses within Word, PowerPoint, Outlook, and other popular Office applications.

Instantly find winning content in SharePoint and OneDrive

QorusDocs automatically connects to content stored in your SharePoint libraries and lists or your OneDrive for Business folders. This allows our powerful search features to help you quickly locate, preview, and insert the content needed for your proposals.

Personalize proposals with Microsoft Dynamics and Salesforce data

Use Salesforce or Dynamics data to personalize proposals and create them directly from your CRM. Automatically insert complex data like pricing tables and product lists, then track prospect engagement to drive smarter follow up.

Easily collaborate with experts on Microsoft Teams

Collaborate seamlessly across devices from wherever you may be – whether you’re in the office, on the go, or making last-minute changes before your next meeting.

QorusDocs and DealCloud - the Power of Two

Initiate proposals directly from Intapp DealCloud, inserting experience summaries, bios, practice areas, or industries into branded templates. Whether it’s a pitch or an RFP, your team saves time and improves quality while working in the tool they already use.

Accelerate Revenue

Automatically create a proposal from Highspot or your other sales enablement tool utilizing a QorusDocs template that locks in all of your branding and most up-to-date content. Then use your analytics tracking to see which are your most effective pieces and how they are used.