How to set up a proposal library in SharePoint

Bid teams often ask us to help them set up a proposal-specific library in SharePoint. The teams want advice on how to make sure their proposal content is easy to manage and maintain, while ensuring that their greater team can locate and use the content efficiently. 

With expert insight from our Strategic Customer Success Manager, Glen Pankhurst, we’ve developed an easy-to-follow guide that proposal content managers can use to build out a well-managed SharePoint proposal library that improves visibility and productivity. 

Created for the busy proposal manager, this guide is designed to help learn how to:

• Set up an effective folder structure for easy storage
• Optimize the searchability of your content (through the magic of metadata!)
• Create a content suggestion feedback loop
• Connect your proposal library to your proposal automation platform.

We hope you find this guide helpful and to learn more about our proposal software online, or book a demo.