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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Responsive helped Alera Group automate RFP responses, boosting brand consistency. The insurance firm saw a ~300% increase in RFPs submitted... per year. Before, each RFP took two to three weeks; now, some are done in less than a day. The platform's content library and collaboration tools made sharing and branding easier. Alera Group now trains new users with quarterly webinars to keep efficiency high.
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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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XaitProposal helped IDEX save over 25% time on document creation. The company produced 1,500 documents in the first year. IDEX... improved proposal consistency and visual impact. The platform enabled better brand perception and customer satisfaction. Key features included Salesforce CRM integration and a centralized content library. IDEX now delivers more professional and personalized proposals.
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PandaDoc helped West Point Technologies gain full API control, better pricing, and strong support. The company switched from their old... e-signature vendor to PandaDoc for seamless API integration and easy document management. Manual admin work for customers stopped, and tracking and branding improved. West Point now feels supported and can focus on building their insurance software platform.
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QuoteOnSite helped Platinum FM move from manual quoting with Word and Excel to a centralised, cloud-based system. The old process... was slow and hard to track, causing bottlenecks and cash flow issues. With QuoteOnSite, teams now update and track quotes easily. Management has better control and visibility over all projects. The new system improved efficiency and removed bottlenecks, helping Platinum FM grow and support clients better.
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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 Anaplan respond to over 250 RFPs each year. Anaplan used Ombud to centralize and standardize their sales response... process. They improved RFP response quality and speed, with 53% of content created from curated responses. After using Ombud Extend, they saw a 60% increase in use of reference content. Anaplan now has 3,200+ approved responses ready in their library.
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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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Ideagen helped FORUM Credit Union move away from manual auditing. The credit union increased audit capacity by 35%. They reduced... manual tasks. Compliance with regulatory standards improved. The solution made audits faster and more efficient.
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Arkestro helped Provisur cut their spend by 20%. Provisur used the Arkestro Predictive Procurement Platform. The platform improved procurement processes.... Provisur achieved significant cost savings. Arkestro enabled smarter and faster decisions. The result was a 20% reduction in spend for Provisur.
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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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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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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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Rockwell Automation and Tri Tech Automation helped a large cheese manufacturer automate a new plant. The challenge was a tight... schedule, supply chain issues, and complex documentation. Tri Tech Automation used Rockwell's CENTERLINE 2100 MCCs, PowerFlex drives, and ControlLogix controllers. They unified process and power controls on one network. Operators now get real-time data and improved plant performance. The new system also reduces water and energy use.
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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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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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QorusDocs helped Insight Enterprises automate complex statements of work and RFPs. The company used QorusDocs to improve its services business... proposal process. This led to smarter scaling and more efficient proposal management. The solution made it easier for Insight to handle complex documents. QorusDocs supported Insight in transforming how they create and manage proposals.
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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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