Professional Services Resources

Is your pitch process quick, accurate, and free from collaboration roadblocks?

Do you consistently win new client business with professional, branded documents that stand out from the crowd?

At QorusDocs, we’re determined to make sure your professional services organization isn’t left behind in the race to create winning responses that boost new and existing client work, maximize billable hours, and maintain cash flow—even in the face of tight turnaround time and fierce competition.

Use our free Professional Services templates and guides to create customized proposals, pursuits, presentations and even placements for client engagements. We get you started with a Pocket Guide to Proposal Management for Professional Services, a Pursuits Process checklist, a Professional Services proposal template, as well as Bio and Exec Summary templates.

Get started below!

Pursuit Process Checklist
Pursuit Process Checklist for Professional Services

In Professional Services, the relationship is a strong factor in awarding new engagements—which means the activities surrounding a proposal document are critical to the success of the bid. Is your pursuit process producing the results you want? 

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Bio/CV Template: Professional Services

Do you dread writing team bios for every proposal you send out?

Simplify the process with our handy Bio/CV template, designed specifically for professional services organizations.

Executive Templates
Executive Summary Template: Professional Services

Stop wasting valuable time trying to write Executive Summaries from scratch for every proposal.

Work smarter and faster with our handy Executive Summary template, designed specifically for professional services organizations. 

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Professional Services Proposal Template

Use our free Professional Services proposal template—with pro tips and notes—to create your own customized proposal.

Pocket Guide to boosting client engagements
Pocket Guide to Proposal Management for Professional Services

We’ve created this handy guide to help professional services organizations win more client business.

Request QorusDocs Demo

See better proposal management in action

Ready to move off proposal templates? QorusDocs is transforming the way Proposal & Bid Teams, Sales Operations, Channel Sales, and Marketing & Business Development teams win business.

Schedule a one-on-one demo to see firsthand how we help automate proposal creation to help you make smart, speedy proposals and RFP responses.