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. Effortlessly create branded, personalized content, all from within familiar applications and popular CRMs.

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Embedded Office experience with hundreds of integration opportunities at your fingertips

QorusDocs intuitive interface fully integrates with Microsoft 365 and features the best in-app Office experience available.

Do you need to collaborate on proposals across different applications? We've got you covered!

Here are just a few of the ways that QorusDocs can work with and within the tools that you're already using:

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 data stored in popular CRMs like Salesforce and 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 prospect’s interaction with your proposal to drive smarter, more relevant follow-up activities and communication.

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 a proposal directly from within Intapp DealCloud, 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.

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.