Purpose built with Microsoft 365 in mind
QorusDocs intuitive interface fully integrates with Microsoft 365 and features the best in-app Office experience available. Our proposal management software enables collaboration across the entire Office suite, plus Teams, Dynamics 365, and Salesforce.
Here are all the ways that QorusDocs works with and within your existing technology:
Here are all the ways that QorusDocs works with and within your existing technology:
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.
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 the data stored in popular CRMs like Dynamics and Salesforce to customize proposals, RFP responses, pitches, and more. Then go even further with targeted insights directly from your proposals and RFP responses for 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.
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.
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Accelerate revenue
Highspot’s sales enablement platform enables customer facing teams to accelerate revenue by managing content, training revenue teams, executing sales plays, enabling channel, and engaging customers. Now complete the sales cycle by creating personalized, data driven proposals and responding to RFPs directly from Highspot using QorusDocs. All supported by actionable analytics.
QorusDocs and One Place - the Power of Two
Legal professionals can create and automate visually compelling pitches in Microsoft Office with direct access to OnePlace experience summaries. Firms branded templates can be transformed into personalized pitches, RFP responses can be automation and all followed with data insights that help your team focus on the content that wins clients.