How do you build proposals that feel personalized and customized for clients even though they’re assembled with reusable content? The only way to overcome the paradox of achieving unique output from repeatable process is with AI and machine learning—and a human touch—to the nth degree, which is the backbone of our proposal management software.
Our interface guides you through building reactive, proactive, and on-demand proposals for RFx, sales, customer support, and scopes of work. Armed with your library of proposal-ready content, you can create a draft in a few clicks. Unlimited user licenses allow you to engage any collaborator you need. Reuse, refine, and review: It’s proposal management software built for proposal managers by proposal managers.
What does proposal management encompass at your organization? For us, it means that we want to support any type of proposal you build as part of the sales process.
refer to those you create in response to a request, most likely an RFP, RFI, RFQ, DDQ, or security questionnaire. RFPIO proposal management allows you to compose proposals using your best content and to quickly and efficiently find the most relevant answers for every questionnaire.
are those created by account executives and account managers to generate revenue. To be successful, these proposals must be highly personalized and reliably accurate, especially if they include contracts or master service agreements. You need a curated and trustworthy RFPIO Content Library that every user can access.
are those that you create seemingly on the fly. Maybe you need to include personalized answers in an email reply to a prospect or client. Or during a phone or chat conversation you need to access an important answer about compliance. Whenever you need to work quickly and seamlessly, RFPIO® LookUp gives you access to your Content Library from where you’re already working.
Link proposals in RFPIO to opportunities in your CRM, and gain insight into ROI by tracking win rate, revenue attribution, and resources used.
