Use data stored in popular CRMs like Salesforce, Dynamics to personalize proposals, pitches, and more to create proposals directly from your CRM. Include complex data like pricing tables and product lists to automatically insert into your documents. Then go even further to track your customer’s interaction with your proposal to drive smarter, more relevant follow-up activities and communication.
Initiate a proposal directly from within Intapp OnePlace, seamlessly inserting experience summaries, bios/CVs, practice/solution areas, or industries into a branded, pre-formatted pursuit template. Whether it’s a personalized pitch or an RFP response, your team saves time and improves proposal quality while working within the experience management tool they’re already using.
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.
While using your favorite project management tool, automatically sync pursuit-related tasks or assignments with QorusDocs. Subject matter experts can link directly into the document requiring input, keeping your project up-to-date.