Eliminate frustration of proposal building, formatting, versioning, and reviewing
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.
Enhance every proposal use case across your organization
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.
Automate and improve sales content governance with proposal management software
Start with a catalog of your most successful proposal templates
Populate a first draft with data-driven recommendations from your Content Library, streamline the review process for subject matter experts, and end repetitive manual tasks.
Seamlessly integrate proposal management software with your sales tech stack
RFPIO integrates with CRMs, cloud storage solutions, Microsoft Office, web browsers, and vendor assessment and sales enablement applications.
Implement proposal management software to accelerate business relationships
Whether you’re submitting a proposal in response to an RFP, building a sales pitch deck, or composing a renewal contract on the fly, proposal management software helps ensure you use your most relevant content to create your best work.
Keep sales opportunities on track
Link proposals in RFPIO to opportunities in your CRM, and gain insight into ROI by tracking win rate, revenue attribution, and resources used.
Customize selling documents with proposal management software
Use saved time to enhance proposals with tables, images, and rich text—and export your proposal into the source file or your own branded template—to personalize your solution to the client’s specific problem.
Leverage AI-enabled search that learns as your Content Library grows
Populate proposals with the most relevant content using an AI-enabled recommendation engine that scours through your company’s content in seconds. With RFPIO® LookUp, you can access your RFPIO Content Library from several applications and Internet browsers.
How does proposal management software work?
Organizations use proposal management software to establish a repeatable process, manage content, save time, relieve subject matter experts’ workloads, and improve the overall quality of their proposals. Find out more in the customer stories below.
Creating a single source of truth:
Data Axle gains 30-50% in productivity with dynamic response management
Managing content for sales proposals:
RFPIO saved Microsoft $4.2M this year while streamlining RFx processes
Improving proposal quality:
How Genpact transformed proposal quality with an access-anywhere knowledge base
Increasing productivity for a small team:
How a 2-person team simultaneously responded to 16 RFPs with proposal software
Controlling proposal content during a merger:
Merging enterprise-level content using RFP automation software
Bring your team together with proposal management software
- Assign tasks and keep everyone aligned on project status
- Gain visibility into all team members’ workloads and assign or re-assign tasks based on their availability
- Streamline collaboration with in-app comments, @mentioning, and bi-directional integrations with tools like Slack, Teams, and Hangouts
- Assign reviewers, collect feedback, work simultaneously, and gather signatures through built-in sequential review and Autograph e-signature
- Onboard as many users as you want — both inside and outside your organization — at no extra cost
Schedule a customized proposal management software demo
See why 250,000+ users trust RFPIO for their proposal management.