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. With our cloud-based proposal management software, teams can effortlessly create branded, personalized content, all from within their familiar applications and popular CRMs.

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:

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, 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.

Easily collaborate with experts on Microsoft Teams

QorusDocs can directly access your channels in Microsoft Teams, giving you a central hub to collaborate with subject matter experts and other stakeholders on your proposals and RFP responses.

QorusDocs and OnePlace - the Power of Two

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.

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.

Unified content management with Sitecore, Drupal, and more

You no longer need to manage the same content across several different systems. QorusDocs syncs with popular CMS like Sitecore and Drupal, so updating the source content on your website will refresh your related documents.

On-the-spot analytics to track proposal engagement

QorusDocs data feed offers a detailed, constantly updated log of all activities, including logins, content usage, and collaboration. Use your analytics software like Power BI to build custom reports and effortlessly explore proposal data.

Stay on schedule with your favorite project management tools

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.

Ready to see QorusDocs in action?

Schedule a one-on-one demo today so you can start creating proposals and RFP responses 5X faster.

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