Proposal Management Customer Deals | Implementation & Best Practices

PRO. FILE helped Becker...Marine Systems improve quality management. The company replaced paper checklists with a mobile app for quality inspections. This made it easier to track production progress at global sites. The app let staff enter data directly into the PLM system. Becker Marine Systems now has faster and more accurate quality checks. The solution supports their work as a leader in ship maneuvering technology.
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Conga CLM and Conga CPQ help Charles River Laboratories speed up contract negotiation and management. The company now... has a single, centralized system for agreements. Sales and legal teams save time and work more efficiently. Business intelligence and contract clause management improved. Charles River Laboratories supports clients in developing new therapies faster.
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Qwilr helped ShowingTime modernize its sales process. The company replaced... manual PowerPoint proposals with automated, mobile-friendly templates. Sales reps now create proposals faster and with fewer errors. Integration with Salesforce improved accuracy and reduced review time. Customers can sign agreements on the go, and documents are saved automatically. This led to better productivity and a smoother customer experience.
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Ideagen Internal Audit helped BDO unify audit, risk, and control for the three lines of defense. BDO needed to... integrate risk management, compliance, and internal audit functions. The solution streamlined audit processes and improved operational oversight. BDO saw better audit quality, more control over documentation, and stronger risk awareness. This made audits more efficient and supported growth in audit advisory services.
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Loopio helped Alight manage RFP responses during 9 acquisitions and rapid growth. The platform unified... 15,000 content records and enabled 250 global users to deliver hundreds of RFPs each year. Loopio's central content library and automated review cycles improved accuracy and efficiency. Alight maintained RFP volume through major transitions and empowered sales teams to win more business. The solution supports future M&A activities with a single source of truth.
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Nusii helped Coveto improve their proposal process. Coveto switched from... slow, error-prone Word templates to Nusii's fast, easy-to-edit platform. With Nusii, Coveto used analytics to test and improve proposals. They connected Nusii to their CRM for faster, automated data entry. As a result, Coveto increased their proposal conversion rate from 33% to over 50%.
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Ombud helped Ping Identity cut its cost of sale by 60%. The sales team... reduced RFP response times by half. They doubled their resource capacity. Ombud's platform made content management easy and improved collaboration. New hires could respond to RFPs in their first week. The onboarding process became much faster and smoother.
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Better Proposals helped Bean Ninjas save time on proposal creation, payment processing, and follow-up. Bean Ninjas used... Better Proposals to send detailed proposals after discovery calls. This streamlined their sales process and reduced administrative work. The company now closes deals faster and can focus on growing their business. Bean Ninjas serves clients worldwide with a small, distributed team.
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DocFlite helped Allen Accountancy fix a slow quoting process. Before, only the... owner could give quotes, causing delays and lost revenue. With DocFlite, more staff can create quotes and the CEO approves them quickly. The team tracks quote status easily in the pipeline. They now use DocFlite for client onboarding, sending forms automatically after quote acceptance. The software made their business more efficient and improved customer service.
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Responsive helped Accruent answer 3x more RFPs and cut response time by 50%. The proposals team... now completes 50% of RFP questions on their own. They handle 15-25 live RFPs at once, up from 5-6. Security questionnaire completion time dropped from ten to five days. Collaboration and content management features improved efficiency and confidence.
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XaitProposal helped ista cut proposal drafting time in half. The company improved... the quality and consistency of its technical proposals. XaitProposal centralized content and automated formatting for all 14 agencies. This led to fewer errors and stronger brand consistency. The team now spends more time customizing bids and wins more on technical quality. XaitProposal is a key tool for ista in public tenders.
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Nintex low-code platform helps University of Colorado Boulder – Leeds School of Business give students real-world tech skills. Students build production-grade... Salesforce solutions. They learn automation tools used by global companies. This work helps students get jobs faster. The program connects classroom learning to real business needs.
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PandaDoc Business plan helped Alliance 2020 automate contract workflows. Before, they used... the Essentials plan but still did many steps by hand. Upgrading to the Business plan let them connect contracts across departments and use HubSpot integration. The sales team and others now use PandaDoc daily. They save 10-15 minutes per contract. Automation features made work faster and easier.
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S-Docs for Salesforce helped a federal defense agency modernize HR operations. The agency needed... to move from paper to digital HR processes for over 500,000 users. S-Docs enabled secure document generation and e-signature within Salesforce, meeting strict government security standards. HR staff and users now create, sign, and store documents quickly and safely. The solution saved time for more than 500,000 users and improved data security.
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Arkestro Predictive Procurement Platform helped Materne run an RFP on cartons. Materne used Arkestro... to improve supplier network strength and cut costs. The platform enabled better procurement decisions. Materne achieved savings and streamlined their sourcing process. This case highlights Arkestro's impact in the food and beverage industry.
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QorusDocs proposal management software helped a large global Am Law 100 law firm automate and speed up its pitch process. The firm faced... slow, manual proposal creation and content management. QorusDocs integrated with their CRM, creating a central content hub and streamlining collaboration. The pitch team saw a 70% adoption rate, improved productivity, and faster, more accurate proposals. The solution made it easier to track business value and manage global operations.
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Western Lighting and Energy Controls needed a better way to show products to their customers. Their old quotes... were hard to read and took too much time for customers to review. They chose GleanQuote for its easy-to-use features and flexible templates. The team found it simple to set up and use, even while on the road. With GleanQuote, they now close sales 2 to 3 days faster, cutting their closing time by 30%. This has saved them hours of work and made their customers happier.
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Drillmec used Allen-Bradley PowerFlex 755TL AC drives from Rockwell Automation to improve its carbon-capture drilling operations. The company needed... to make drilling faster, safer, and more cost effective. The new drives increased drilling precision and reduced the number of staff needed on site. This helped lower costs, improve safety, and boost energy efficiency. Drillmec expects less downtime and longer equipment life with this solution.
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PMAPS and Salesforce integration helped Brown Advisory streamline their RFP process. The firm faced... slow, manual RFP creation and compliance issues. They set up structured content, SME review workflows, and integrated Salesforce for real-time reporting. Proposal times dropped by 75%. Content accuracy, compliance, and reporting improved. The new system enabled faster content retrieval and regular review cycles.
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Aavenir Source-to-Contract helped a leading mining company speed up its sourcing cycle by 25%. The company faced... problems with manual tendering, non-compliance, and data security risks. Aavenir's solution, integrated with ServiceNow, gave them a single platform for vendor risk assessment, tender management, and contract workflows. The company now manages 80-100 tenders each year more efficiently. They saw an 80% improvement in compliance and a contract cycle time that is 5 times faster.
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CoConstruct helped Architectural Craftsmen, a Kansas City remodeler, bring all their construction operations into one platform. Before CoConstruct, they... used Excel and Word for proposals and struggled with disconnected processes. With CoConstruct, they connected project schedules and finances, improving transparency and documentation. The team eliminated a weekly hour-long meeting, saving time by tracking updates in real-time on the platform. This streamlined approach is helping them prepare for a future business sale.
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WeSuite’s QuoteAnywhere helped Get-Security, a small security integrator, quote complex projects faster and more accurately. The software made... it easy to update pricing, present multiple options, and include recurring revenue in quotes. The Site Survey tool let them design systems for remote clients and share detailed plans with subcontractors. Within six months, Get-Security saw a 30% increase in project size. The company also improved transparency and customer loyalty by clearly showing costs and services.
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Boone Newspapers Inc. , a family-owned...newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped their structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.
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Proposal Kit helped Altered Web Studios create business proposals and contracts. They chose Proposal... Kit after testing many other products. The materials saved them thousands in legal costs. A business lawyer praised the quality of the contracts. Proposal Kit was the only product designed for internet business needs. It helped them close deals faster and look professional.
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Proposify helped Fern Expo fix their broken proposal process. Fern had problems... with inconsistent proposals and lost over a million dollars due to mistakes. Proposify gave Fern a single platform for proposal management. Fern grew from one user to 24 licenses. Fern increased revenue by 200% after using Proposify. The platform made their proposals consistent and protected their brand.
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ClientPoint helped Cypress Creek Pest Control move from paper-based proposals to digital proposals. The company wanted... a modern, easy-to-use system to create, send, and track proposals. ClientPoint provided flexible templates and cloud-based tools. Cypress Creek Pest Control doubled its closing rate and increased sales. Clients now see the company as more professional and advanced. The sales team can send more proposals faster, and management can track performance easily.
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