Proposal Management Customer Deals | Implementation & Best Practices

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.
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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.
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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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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.
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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.
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Qwilr helped Crown Information Management cut proposal creation time from up to 60 minutes to just 10-15 minutes. The sales team... now uses branded templates and reusable content blocks for consistent, on-brand proposals. Real-time engagement analytics give reps confidence in follow-ups. The team spends less time on manual tasks and more on prospecting and moving deals forward. E-signatures and secure links make the buyer experience smooth and modern.
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Proposify helped ADT Cybersecurity fix their proposal process. The team struggled with inconsistent documents and pricing errors. They had trouble... tracking thousands of bids for K-12 Erate projects. Proposify gave them a way to create uniform, branded proposals and track sales activity. This made it easier to manage high volumes and reduced manual errors. The sales team now responds faster and with more accuracy.
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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.
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Responsive AI helped Tenable cut RFP draft times from 10 days to 2-3 days. The platform saved 2,320 staff hours... and $122,000 in one quarter. Tenable sustained a 70% win rate using AI-driven content management and automation. Over 900 global sellers now self-serve accurate answers with Responsive LookUp. The proposal team managed a 25% yearly increase in requests with just three people. Responsive AI improved speed, accuracy, and consistency for Tenable's sales and proposal process.
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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.
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Loopio helped DocuSign handle a 200% increase in RFP submissions. The team finished security questionnaires in hours instead of days.... DocuSign expanded Loopio use from 25 to 132 users worldwide. The platform automated and standardized RFP responses, improving quality and consistency. Users praised Loopio’s Magic feature and customer support. DocuSign now responds to more RFPs with higher quality and speed.
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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 enabled fast onboarding and a professional client experience. Integrations streamlined invoicing and job deployment. Santi Accounting balanced automation with personal service to achieve rapid growth.
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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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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.
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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.
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Panviva helped AAA Northeast cut new agent training time in half. The company unified its knowledge base, replacing paper and... scattered files with a single platform. Agents now find answers faster, reducing call times and improving service. Panviva streamlined workflows and made updates to 3,000+ articles quick. Frontline staff handle more issues without escalation, boosting first-call resolution.
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PandaDoc CPQ for HubSpot helped HAAS Alert save 120 hours each month. The sales team now uses guided quoting inside... HubSpot, automating pricing and reducing errors. This solution cut document completion time by 66%. Finance no longer spends hours fixing proposal issues. The integration improved sales efficiency and customer experience.
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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.
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Conga Contracts for Salesforce helped a commercial real estate firm automate and integrate its contract management. The company moved from... a manual, fragmented process to a fully digital system. Sales team autonomy increased, and operating costs dropped. The firm achieved an 80% closed-won opportunity rate after implementation. Data integrity and compliance also improved.
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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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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.
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RocketDocs RapidDocs helped a leading global bank transform its document workflow. The bank created 105 templates and enabled 250+ users... in 35 countries to generate proposals in minutes, not hours. Centralized content improved compliance and reduced errors. Over 7,600 documents were produced in 15 years. The solution saved 60-70% of time compared to previous methods.
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Nintex RPA helped BankRPA automate manual banking processes for their clients. BankRPA used Nintex to build low-code workflows that replaced... full-time roles and eliminated overtime. Bots processed debit card requests, CD renewals, and Visa token management around the clock. Clients saved hundreds of hours and cut costs by automating repetitive tasks. BankRPA's clients gained self-sufficiency and confidence using Nintex RPA.
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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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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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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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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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