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How to set up a proposal library in SharePoint

Your definitive guide to setting up a proposal library in SharePoint

Get the definitive guide

With expert insight from our Strategic Customer Success Manager, Glen Pankhurst, we’ve developed an easy-to-follow guide for setting up a classic proposal library in SharePoint.

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.

Learn more about our proposal software online, or book demo by following the link below.


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