Proposal Management Customer wins | Real Customer Results Across Industries 2026
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Proposal Management in Action in Other Industries
Thor Companies
- Recruitment
- Medium
London, UK
Thor Companies used Better Proposals to modernize their sales documents. Before, they relied on manual Word and PDF processes that... slowed down sign-off and caused errors. With Better Proposals, they created custom templates, added approval steps, and used analytics to track engagement. This led to faster deal closures, fewer mistakes, and a more professional look. Clients found it easier to review and sign documents online.
Qwilr helped ParkCo cut proposal creation time by 75%. The team used to spend hours making and updating proposals in... Word and PowerPoint. With Qwilr, they now build sleek, modern presentations fast. The platform lets the whole team work together on documents. ParkCo’s proposals now match their brand and impress clients. Interactive quote tables and easy sharing make clients happy.
West Point Technologies
- Financial Services, Insurance
- Small
Pinellas Park, USA
PandaDoc helped West Point Technologies replace their old e-signature vendor. The company needed better API integration, lower pricing, and more... control over branding and tracking. PandaDoc’s API was easy for their developers to embed in their insurance platform. Clients now sign documents in-platform, with no more manual admin work. West Point gained a true software partner and can focus on building insurance software.
Aavenir Source-to-Contract helped a leading mining company speed up its sourcing cycle by 25%. The company runs 80-100 tenders each... year for mining services. They moved their systems to ServiceNow to improve security and vendor management. Aavenir streamlined workflows and made contract processes faster. Vendor selection became more efficient for critical operations.
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.
Fire Monitoring of Canada (FMC)
- Security Integration
- Medium
WeSuite helped Fire Monitoring of Canada (FMC) standardize and automate their sales process. FMC replaced manual Excel quoting with WeOpportunity... and WeEstimate, integrating real-time parts and pricing from their ERP. The automated approval process reduced errors and improved profitability. Pipeline management became seamless, with single data entry and accurate reporting. FMC saw a return on investment within one year.
DocuSign
- Information Technology And Services
- Large
San Francisco, USA
Loopio helped DocuSign handle a 200% increase in RFP submissions. The proposal team finished security questionnaires in hours instead of... days. Loopio enabled DocuSign to expand from 25 to 132 users worldwide. The platform made RFP responses more consistent and higher quality. DocuSign now manages more RFPs with less manual work and better collaboration.
VidCruiter
- Information Technology And Services
- Medium
Moncton, Canada
Proposify helped VidCruiter double its client base. VidCruiter switched from Word documents to Proposify for proposal management. The sales team... now saves over 100 hours each month. Proposify improved proposal quality and messaging consistency. VidCruiter can now track proposals and monitor sales performance. The company competes better with larger rivals and delivers a more professional client experience.
Altered Web Studios
- Information Technology And Services
- Small
USA
Proposal Kit helped Altered Web Studios close deals faster. The company tested many products but found Proposal Kit best fit... their internet business needs. The included contracts were reviewed by a lawyer and rated highly. Proposal Kit saved them thousands in legal costs. The CEO calls it a major asset for their business.
Info-Tech Research Group
- Information Technology And Services
- Large
QorusDocs helped Info-Tech Research Group automate proposal creation with AI. The platform enabled teams to handle 5× more RFP responses... and create proposals up to 50% faster. It automated up to 80% of repetitive tasks, improving proposal quality and consistency. Info-Tech saw higher win rates and more agile, responsive teams. AI-driven content personalization boosted their proposal success.
Presidio
- Information Technology And Services
- Very Large
XaitCPQ helped Presidio, a global IT solutions provider, cut proposal time in half. Presidio faced slow, manual proposal processes and... inconsistent pricing as it grew. The company needed a scalable, service-focused CPQ tool. XaitCPQ now powers Presidio’s professional services sales, enabling faster, more consistent proposals. Many proposals are now completed the same business day, freeing technical experts for higher-value work.
The Proposal Management Blueprint for Better Selection Decisions in Accounting
Santi Accounting
- Accounting
- Small
Australia
Ignition helped Santi Accounting grow its client base by 19x in six months. The firm acquired 142 new clients and... saved 40 hours per week on admin tasks. Ignition's proposal templates and automated workflows made onboarding fast and professional. Clients appreciated the clear, detailed proposals and improved engagement. Automation let Santi Accounting focus on personalized service while scaling quickly.
Allen Accountancy used DocFlite to fix quoting delays. Before, only the owner could price new work, causing bottlenecks and lost... revenue. DocFlite let more staff create quotes and track them in a central pipeline. The CEO now approves quotes quickly. The team also uses DocFlite for client onboarding, sending forms automatically after quote acceptance. The software improved workflow and customer service.
The Latest Proposal Management Deployments delivering value in Manufacturing
Koch Engineered Solutions
- Manufacturing
- Very Large
Arkestro helped Koch Engineered Solutions speed up procurement and save money. The team used AI to spot pricing gaps and... compare quotes faster. KES beat its savings target five months early and gained better control over material costs. The solution let KES run more competitive events without growing the team. Buyers in multiple countries now use Arkestro for smarter sourcing and faster decisions.
Configure One helped Hartzell Air Movement modernize their CPQ process. The company replaced an outdated system to improve quoting speed... and efficiency. After implementation, sales reps now handle 60% of quotes, up from 30%. This shift led to happier customers and higher revenue. Hartzell FLOW, powered by Configure One, lets sales reps create quotes anytime, boosting productivity and customer satisfaction.
Nusii helped MarkNet Group, a web design and digital marketing agency, cut proposal creation time. Before Nusii, writing and designing... proposals was slow and frustrating. With Nusii's templates and reusable sections, 85% of each proposal is ready instantly. The team spends less time on proposals and wins more projects. Even non-technical staff use Nusii easily, boosting efficiency and revenue.
Homeless Link
- Non Profit Organization Management
- Small
London, UK
Homeless Link used Conga to quickly distribute over £6 million in emergency COVID-19 funding to homelessness charities in England. With Conga Composer,... Batch, and Sign on Salesforce, they processed 300 applications and awarded 133 grants in just four weeks. The solution automated grant assessments, document creation, and e-signatures, ensuring compliance and audit readiness. Homeless Link received an additional £5.5 million for a second funding round, supporting more frontline services. Conga streamlined the grant process and helped charities continue vital work during the pandemic.
Driving ROI and results: Understanding the Impact of Proposal Management in Computer Software
Anaplan
- Computer Software
- Large
Ombud helped Anaplan respond to over 250 RFPs each year. Anaplan used Ombud to centralize and standardize sales content. 53%... of content now comes from curated responses. The team approved and curated 3,200+ responses for easy access. After Ombud Extend, use of reference content increased by 60%. Anaplan saw faster, higher-quality RFP responses and positive customer feedback.
A large cheese manufacturer
- Food & Beverages
- Large
Rockwell Automation helped a large cheese manufacturer automate a new greenfield plant. The project faced tight deadlines, supply chain issues,... and complex documentation. Tri Tech Automation used Rockwell's integrated architecture, including motor control centers and controllers, to unify process and power systems. Operators gained real-time data insights and improved sustainability by reducing water and energy use. The plant started on time and now produces cheese at full capacity.
A health insurance provider (largest in its state)
- Health, Wellness And Fitness
- Large
S-Docs helped the largest health insurance provider in its state automate policy renewals. The company replaced slow, paper-based processes with... S-Docs document generation and S-Sign e-signature. Agreement processing time dropped from days to minutes. Sales reps now spend more time selling. Members can renew policies quickly and securely online. All data stays within Salesforce for security and speed.
The Proposal Management Blueprint for Better Selection Decisions in Financial Services
Brown Advisory
- Financial Services
- Medium
Baltimore, USA
Brown Advisory used RocketDocs PMAPS with Salesforce integration to fix slow, manual RFP creation. They set up structured content and... workflows for subject matter experts. This cut proposal time by 75%. The new system improved accuracy, compliance, and reporting. Real-time tracking and regular review cycles made the RFP process faster and more reliable.
Western Lighting and Energy Controls
- Consumer Electronics
- Small
San Diego, USA
GleanQuote helped Western Lighting and Energy Controls close deals 30% faster. The team needed a quoting tool that made product... info easy to see and use. GleanQuote let them add images, links, and pricing for each quote. The cloud-based platform worked well for their mobile team. After setup, they saved hours per customer and sped up sales by 2 to 3 days. The flexible system and strong support made onboarding simple.
The Proposal Management Blueprint for Better Selection Decisions in Construction
Architectural Craftsmen
- Construction
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.
The Latest Proposal Management Deployments delivering value in Automotive
AAA Northeast
- Automotive
- Large
Providence, USA
Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and... procedures. Panviva created a single place for all information. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.
Responsive AI helped Tenable cut proposal draft times from 10 days to just 2-3 days. The platform saved 2,320 staff... hours in one quarter, valued at $122,000. Tenable sustained a 70% win rate, far above the industry average. Centralized knowledge and AI agents let 900+ global sellers self-serve accurate answers. Proposal teams now focus more on strategy and storytelling, not admin work.
Driving ROI and results: Understanding the Impact of Proposal Management in Consumer Services
Cypress Creek Pest Control
- Consumer Services
- Medium
Houston, USA
ClientPoint helped Cypress Creek Pest Control move from paper-based proposals to digital documents. The new system doubled their closing rate... for both commercial and residential clients. Sales reps now create and send more proposals, increasing overall sales. Proposals are now visually impressive, branded, and accessible on any device. The company also benefits from proposal analytics and reporting tools. ClientPoint supports their marketing with digital brochures and helps them be more environmentally friendly.
University of Maryland Upper Chesapeake Health
- Hospital & Health Care
- Large
Bel Air, USA
Nintex Advanced Workflow helped University of Maryland Upper Chesapeake Health automate HR onboarding. Manual processes slowed productivity and made compliance... harder. With Nintex, HR staff now fill out a form in 10 minutes to trigger new employee accounts and access. Automation reduced IT workload and minimized errors. Staff can now focus more on patient care instead of admin tasks.
