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QorusDocs Spring Newsletter

Hi there,

 

Oh March, what’s up with you? Trying to figure out if this month is coming in like a lamb or a lion is definitely “March madness.” Let’s just spring forward to all the good stuff that’s happening, shall we?! 

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The 9th Annual QorusDocs Proposal Management Benchmark Survey is Out!

This year’s 9th Annual QorusDocs Proposal Management Benchmark Survey has launched, and it’s packed with actionable insights and all the latest proposal management trends. 

 

For this year’s industry snapshot, we took the pulse of the B2B proposal and RFP landscape, with a focus on service industries—Professional Services (accounting, consulting, staffing), Legal, IT Services and SaaS, and Architecture, Engineering and Construction (AEC)—that tend to complete more pitches and complex pursuits.   

 

What’s the scoop? Well, in this article we reveal 5 key takeaways.  

 

In the full report, you’ll discover key industry benchmarks for:    

  • Win rates for new and existing business 

  • RFP and pitch volumes and revenue generation 

  • Role and impact of generative AI in the response process

  • Key challenges of managing the response workflow 

  • Tangible benefits of automating the response process with AI proposal software—and the potential $21M top-line revenue opportunity!

To learn more, be sure to download the full report here. 

9th Annual Proposal Management Benchmark Survey
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We're Number 1!

We don’t often toot our own horn, but recently we scored top marks in SoftwareReviews' Data Quadrant on proposal management. QorusDocs received the Gold Medal award, earning the #1 ranking in proposal management software, for the second year in a row by SoftwareReviews, the most in-depth source of buyer data and insights for the enterprise software market. 

 

"Virtually all organizations would like to improve the quality and consistency of their pitches, proposals and RFP responses," said Rob Garmaise, VP, AI Research at Info-Tech Research Group. "That's why we're huge fans of QorusDocs—and their QPilot AI functionality, in particular. Together, they enable organizations to pitch with confidence, and to eliminate the cost and headache from what can, at times, be an exceedingly painful process." 

 

Our clients loved our features, capabilities and the customer experience. A big thank you to everyone who participated in the survey, and thanks to our clients who inspire us to continue to develop and evolve our products to meet your needs. 

Were Number 1
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Our Latest Insights

Hello proposal managers, sales folks, RFP writers… you’ve been seen.  Here’s a few tips and tricks to make your life infinitely better. 

 

If you can’t get the RFPs that matter out the door, or, they aren’t achieving the desired outcomes, there’s a direct hit to revenue potential. See how you can speed up your RFP proposal times to remain competitive and profitable.   

 

Compelling executive summaries are the make-or-break of any RFP. We’ve distilled everything we’ve learned about creating winning RFP executive summaries into this step-by-step guide.   

 

Our benchmark report exposes the Top 5 RFP challenges for proposal managers, and we offer up some tips on how you can better harness GenAI to overcome these bottlenecks, reclaim your time, and ultimately get a better night’s sleep. (Everyone wants a bit of that, right?) 

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Making the Case for GenAI

Info-Tech Research Group interviewed two of our clients for a case study, and discovered that our QorusDocs’ QPilot helped these companies achieve: 

  • 10/10 client NPS
  • 5x increase in RFP responses
  • Improved quality control

In this recent article we offer up irrefutable proof that using AI in proposal management is a game changer.  

 

But don’t take our word for it! 

 

“QorusDocs has allowed our teams to be more agile and responsive, significantly reducing the time it takes to create proposals and improving our overall win rate.” 

– Sr. Manager, AI Strategy, IT Consulting Company 

 

You can also download the QorusDocs case study by Info-Tech Research Group here. 

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Webinar & Events

Catch up on all the latest webinars from QorusDocs: 

 

Transform Your Proposal Processes with QorusDocs QPilot 

Watch this engaging webinar with Ray Meiring, the CEO of QorusDocs as well as Che van Heerden, our VP of customer engagement. Explore the critical role of AI-powered proposal management software in business development, proposal and sales teams. Watch it here. 

 

Evolution of Proposal Management in Professional Services 

Check out our latest discussion about how proposal management solutions can redefine professional services workloads and boost ROI. Watch it here. 

 

NEW: QorusDocs 9th Annual Proposal Benchmark Report and Product Release Overview 

 

Tue, Mar 11, 2025  

Time: 9:00-9:45 AM Pacific / Noon-12:45pm Eastern 

 

Join QorusDocs CEO, Ray Meiring and QorusDocs EVP Marketing, Jennifer Tomlinson, as they review the Top 10 highlights from this year’s industry benchmark report covering the B2B RFP and proposal landscape. We will also present the latest QorusDocs releases designed to help your services organization address trends we identified in the report. 

Reserve Your Spot! 

........ 

 

Hope to see you at our upcoming Q1 and Q2 in person events, you can look for us in the expo hall! 

 

APMP’s BPC Dublin 

March 13-14, 2025 

Dublin, Ireland 

 

Dedicated entirely to the profession of bid management. This forward-thinking conference will bring together industry experts, thought leaders, and innovators to share insights on the future of bids and proposals and what you need to do to stay ahead. Learn more. 

 

LMA’s 4ORWARD 

April 23-25, 2025 

Washington, DC 

 

The largest global meeting exclusively for legal marketing and business development professionals. LMA25 provides three days of original, targeted legal marketing and business development education and plenty of networking opportunities! Learn more. 

 

BCP Nashville 

May 18-21, 2025 

Nashville, TN 

 

BPC is the world's largest in-person conference for bid, proposal, tender, capture, business development, and graphics professionals. Professionals attend to gain industry education, certification and the largest networking event anywhere. Learn more. 

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New from the Product Team

Intuitive Enhancements for Friendly Navigation and Content Management 

 

Several newly released features are designed to enhance your QorusDocs experience, bringing quality of life improvements to general navigation, content, and record management.  

Easily scroll through multiple records with flexible column-width adjustments and a frozen header, personalizing your list viewing experience in recent Pursuits and Smart Layouts. All lists in QorusDocs, including Assignments, Pursuits, and Pursuit Assignments, will now save your list filters during an active page or record session – helping you speed through your assessments and admin.  

To allow easy distribution of PDF files, you can now quickly copy and distribute PDF document links. Other general content search and browse enhancements provide improved messaging to narrow results for large volumes of content and supports shorter, focused keyword searches. 

Guest assignees are now automatically routed to their Assignments at log in, getting them straight to the information that matters! 

To learn more about these product enhancements, see our articles: 

  • The Pursuit Workspace in your QorusDocs Hub
  • Introduction to Smart Layouts
  • Manage Assignments You've Created
  • Copy Document Links

Content Accessibility and Performance Optimization with AI Assistant, QPilot 

  1. Improved Content Accessibility and Integrations

    The content that can be referenced for prompting in QorusDocs AI Assistant, QPilot, has expanded to include newly accessible content and integrations.

    SharePoint Lists and Q&A Libraries are now available to connect with QPilot, further strengthening the content that can be indexed with generative AI to provide you with tailored answers.


    Easily reference your personal OneDrive content in QPilot and within AI-powered Smart Templates. Pursuit content can also be referenced in prompts, making it easier to get answers from content within your active projects.


    Recently used documents can now be used in Smart Skills, QPilot’s pre-built and customizable prompts, to leverage past RFP responses, cross-check information, and more.


    Engaging with QPilot while previewing documents just got easier with an increased panel width that is fully adjustable. And when referencing a document or highlighted text, QPilot will display all references under prompt responses and in the chat history.

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Using QPilot to read a Pursuit proposal and check for red flags against a Red Flags document. 

  1. Better History Management and Performance Upgrades


    QPilot and AI-powered Smart Templates have been upgraded to use the latest Large Language Model (LLM) available in Azure Open AI, enabling more comprehensive answers and longer responses, where needed. 
     

    Easily find your past prompts and responses with the expanded chat history that now displays up to 250 of your most recent chat sessions. Items in your chat history can now be renamed and deleted to optimize your view and enable efficient recollection.

To learn more about these QPilot product enhancements, see our articles: 

  • @ Mentions with QPilot 
  • QPilot in the Preview Window 
  • QPilot Chat History 

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Qorus Software (USA Office), 3120 139th Ave SE, Suite 500, Bellevue, Washington 98005, United States of America, +1 425 708 8461

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