QORUSDOCS FEATURES

Explore Every Feature, From First Draft to Final Delivery.

Discover every capability in the QPilot Workspace, where your team and agents work together on every proposal, pitch and RFP response, right inside the tools you already use.

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QPilot Workspace

Where your team and agents work each pursuit side by side, with your templates, assignments, and skills in one shared space.

See how it fits together

PursuitIQ

The intelligence layer behind the agents: your people, experience, answers, and pursuit history, kept current and ready to use.

See how it fits together

Next Action screen with Generating Summary and Finalizing Copy

1. Open

Qualify and Plan

Assess each opportunity, extract its requirements, and bring in your CRM data before any drafting begins.

Smart Opportunity Assessment

Agents extract requirements from the opportunity, score the bid/no-bid decision, identify risks, and spot RFPs written to favor a competitor.
Opportunity Data In

Sync pursuits, templates, and opportunity data from your CRM, including Salesforce and Dynamics.

Most teams can't respond to 10 to 19% of the RFPs they receive, and missing even one a month exposes $1.2M to $60M in annual revenue (2026 Benchmark).

See it in RFP Response Software

2. Prepare

Gather Your Proof

PursuitIQ keeps your firm's people, experience, and approved answers within reach, so your team can find the right bios, case studies, and past responses fast, and back them with ROI numbers.

Intelligent Content Discovery

Smart Search and recommendations find the most relevant bios, case studies, and past responses across your library.
ROI Calculators

Build ROI narratives, executive summaries, and board-ready reports with prebuilt or custom calculators.
Live Content Capture

Save high-quality responses, data, or customer insights for future reuse during active projects.

60% productivity increase in proposal teams after centralizing content.

See it in Proposals

QPilot Workspace running inside Microsoft 365, Copilot, Claude, and ChatGPT

3. Draft

Create and Personalize

Generate first drafts from approved content and CRM data, then shape each one into a branded proposal, RFP response, or presentation.

Proposal & RFP Automation

Agents draft personalized proposals and responses from CRM data, call transcripts, or past content, and build them into branded templates in minutes.
Customizable Templates & Layouts

Build or adapt templates for professional services industries, regions, or clients, with full data integration.
Visual Storytelling

Embed infographics, charts, screenshots, and other visuals that bring your story to life.
Works Everywhere

Create in Microsoft 365, Copilot, Claude, and ChatGPT, wherever your team already works.

Proposal creation time cut from 2 hours to 30 minutes, per a mid-market accounting services customer.

See it in Proposals

A person adding client context to a pitch

4. Close-out

Govern and Brand

Assign sections, route approvals, and track deadlines across everyone involved in a pursuit.

Task & Workflow Management

Assign sections, track progress, and manage approvals with built-in delegation for absences.
Approvals & Deadlines

Approval workflows and deadline management keep every pursuit on track.

67% positive impact on deal velocity, reported by QorusDocs customers.

See it in RFP Response Software

5. Insights

Measure and Learn

See how clients engage with what you send, which content earns attention, and which pursuits you win, so each response improves on the last. PursuitIQ carries those lessons forward.

Engagement Analytics

Understand how clients interact with your proposals and reports, including page views, time spent, and the content that drives interest.
Win-Rate & Performance Metrics

Track win/loss trends, cycle times, content effectiveness, and the pursuit patterns that correlate with higher success rates.
ROI Impact

Connect ROI models to downstream proposal outcomes and see how quantified results influence decisions and accelerate approvals.
Team Productivity Insights

Measure automation impact, SME workload, content reuse, and time saved to improve efficiency and optimize future pursuits.

81% of users report a positive impact on RFP win rates.

See it in Sales

Why It Matters

Every feature is built for one goal: to help your team win more business, more efficiently, with less friction.

Shorter Sales Cycles

Open pursuits sooner and move them through drafting and approval faster, so deals keep moving.

72% faster proposal and RFP Response turnaround.

Higher Win Rates

Agents draft from approved content and PursuitIQ keeps your experience current, so submissions are more accurate and personalized.

TRC increased vetted proposal output by more than 60% and improved win rates by 11%.

Lower Costs and Greater Efficiency

Reuse what has already won and let agents handle the repetitive work, so you can scale without adding headcount.

Long View Systems increased productivity so much that it did not need to add resources.

A Better Experience for Your Team

A platform your team actually wants to use, backed by support and training that get everyone productive quickly.

93% likely to recommend QorusDocs (SoftwareReviews Buyer Report, Oct 2025).

FAQ

What features does QorusDocs include?

QorusDocs organizes its features around how a pursuit moves: qualify and plan, gather your proof, create and personalize, govern and brand, coordinate and approve, and measure and learn. Agents, templates, and content run inside QPilot Workspace, and your team works in Microsoft 365, Copilot, Claude, and ChatGPT, with SOC 2 Type II compliance and role-based access. Learn more about our security and compliance.

What is QPilot Workspace?

QPilot Workspace is the shared space where your team and agents work on each pursuit together. It holds your templates, assignments, and skills in one place, and it runs inside Microsoft 365, Copilot, Claude, and ChatGPT, so people work where they already do.

What is PursuitIQ?

PursuitIQ is the intelligence layer behind QorusDocs agents. It collects and stores your firm's people, experience, answers, and pursuit history, so agents draw on real, current context when they build proposals, pitches, and RFP responses.

How does bid/no-bid scoring work?

Agents review the opportunity, extract its requirements, identify risks, and spot RFPs written to favor a competitor, then score the bid/no-bid decision. Your team makes the final call with that analysis in front of them.

How does QorusDocs find and reuse content?

Smart Search and recommendations surface the most relevant bios, case studies, and past responses across your approved content library. Live Content Capture lets teams save strong responses, data, and customer insights during active projects, so they are ready for the next pursuit.

Can we use our own templates and branding?

Yes. Teams build or adapt templates for industries, regions, or clients, with full data integration, and apply their logo, colors, and typography across reports, presentations, and spreadsheets in Word, PowerPoint, and Excel.

How do co-authoring and approvals work?

Teams assign sections, track progress, and manage approvals, with built-in delegation for absences. Contributors collaborate directly in documents with commenting and input requests, and approval workflows and deadline management keep every pursuit on track.

What analytics does QorusDocs provide?

Engagement analytics show how clients interact with proposals and reports, including page views, time spent, and the content that drives interest. Win-rate and performance metrics track win/loss trends, cycle times, and content effectiveness, and team productivity insights measure SME workload, content reuse, and time saved.

Which tools does QorusDocs work with?

QorusDocs runs inside Microsoft 365, Copilot, Claude, and ChatGPT, so your team works where it already works. Output is a native Word or PowerPoint file, with your branding applied.

What does QorusDocs connect to?

QorusDocs connects to the systems where your deal already lives. CRM connections include Salesforce, Dynamics 365, and HubSpot, so pursuit and opportunity data flows in without re-entry. Gong brings in call and conversation context, and iManage brings in your firm’s approved documents. Legal teams can also connect Litera Foundation and Intapp DealCloud. See all https://www.qorusdocs.com/integrations

Why Teams Choose QorusDocs over the competition

“With QorusDocs, we’ve vastly improved the consistency and quality of our pitches and proposals. Searching for content is easier and productivity has improved, and the central repositories, templates, and built-in branding have been gamechangers for us.”

Angelina G.

Senior Executive, Top Tier Law Firm

70%

Of legal teams report year-over-year increases in proposal volume (2026 Benchmark Report).

“Since implementing the QorusDocs AI proposal management solution, TRC experienced more than an 11 percentile-point increase in win rates in the Strategic Proposal Group alone.”

Dr. Stephen Galati

VP, Strategic Proposals, TRC Companies

72%

Of organizations complete proposals faster with QorusDocs.

“QorusDocs makes us more efficient and gives our people back valuable time. By simplifying collaboration and streamlining the content management workflow, we can focus on creating innovative solutions and strengthening client relationships.”

Jon Kelly

Strategic Growth Director, WSP UK

60%

Productivity increase in proposal teams after centralizing content.