Proposal Automation Suite & RFP Machine
Create and deploy sophisticated, automated proposal templates.
The Proposal Automation Suite™ combines the proven RFP response capabilities of The RFP Machine® with innovative document automation features that streamline the creation of many types of selling documents. The Suite includes email-based collaboration functions that facilitate team authoring of sales documents and simplify content management processes. A built-in tracking module tracks proposal status, win/loss values, details of collaboration activity, and other user-defined information.
Key Features
The Proposal Automation Suite enables users to:
- Create, edit, and manage content. Automatically convert newly built knowledge base content into a formatted, automated document template in minutes
- Create customized, reusable document templates based on knowledge base content
- Design attractive, user-friendly Forms that allow user-defined content selection
- Automatically respond to RFPs using one-click content retrieval
- Track and monitor proposal activity. Collaborate with Subject Matter Experts via email or file sharing to answer Q&A documents and update content
- Work within the familiar Microsoft Word interface
- Automatically read RFP questions and return optional responses
- Comply with RFP issuers formatting parameters
Key Benefits
Leverages the convenience of one integrated application to:
- Get powerful automated applications into your sales peoples' hands quickly
- Keep content continuously fresh and accurate
- Quickly assemble persuasive, professional proposals and other selling documents containing the most up-to-date and approved content from the knowledge base
- Enable users to quickly and easily include prospect-specific details and content relevant to the particular sales opportunity
- Significantly reduce the time necessary to create a persuasive, professional RFP response
- Analyze and evaluate proposal activity
- Enable team-based authoring of sales documents
- Streamline content updates with email-based collaboration features
- Provide a familiar interface that significantly reduces training requirements
- Ensure content is readily and easily available to all who need it
- Eliminate time-consuming manual tasks such as cut-and-paste and find-and-replace