Proposal Management Client Stories | Industry adoption & Deployment Successes

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.
Show More..

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.
Show More..

PandaDoc helped Autodesk improve sales effectiveness across its global organization. Autodesk needed a tool to streamline sales communication and integrate... with Salesforce. Their old process had duplicate tasks, data gaps, and bottlenecks. PandaDoc provided a solution that centralized sales documents, enabled better tracking, and supported company-wide adoption. This led to more efficient sales processes and improved visibility for Autodesk's teams.
Show More..

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.
Show More..

Nusii helped Coveto boost proposal conversion rates from 33% to over 50%. Coveto replaced slow, error-prone Word templates with Nusii's... proposal management software. The team now creates and edits proposals in seconds, saving time and reducing mistakes. API integration with Coveto's CRM automated data syncing and improved workflow. Nusii's analytics and notifications let Coveto track lead interest and optimize pricing for better results.
Show More..

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.
Show More..

Loopio helped Zendesk boost RFP efficiency by 70%. Zendesk's RFP team struggled with slow, manual processes and poor content search... in their legacy system. Loopio replaced the old tool, making it easy to find and use content. The team now supports over 400 RFPs each year. Loopio became the backbone of Zendesk's RFP function, streamlining workflows and scaling operations.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

XaitProposal helped Bouygues Energies & Services transform their rail maintenance tender process. The team moved from static templates to a... collaborative, automated proposal solution. They now use a master content database and a multiple-choice questionnaire to quickly generate tailored bids. The platform improved efficiency, reduced processing time, and enabled deep personalization for each project. Teams report more professional, consistent, and visually appealing proposals, with better collaboration through a shared knowledge base.
Show More..

Qwilr helped Digital Reach transform their sales proposals into engaging, visual experiences. The agency struggled with inconsistent, information-heavy proposals and... remote team alignment. With Qwilr, they created branded, interactive pages and used Slack integration for real-time notifications. The team now builds sales templates in minutes and closes deals faster, including $50K proposals accepted instantly. Qwilr enabled Digital Reach to stand out and meet monthly revenue goals.
Show More..

TENADO PROTECT helped Europa-Park manage complex fire safety and evacuation planning. The park needed to keep escape and rescue plans... up to date for over 6 million guests each year. With TENADO PROTECT, Europa-Park created DIN ISO 23601- and DIN EN ISO 7010-compliant plans. The software made it easy to update routes and symbols, even for staff without CAD experience. Teams now handle complex building layouts and frequent updates more efficiently. The solution improved safety and streamlined fire protection workflows.
Show More..

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.
Show More..

Aavenir RFPflow helped a global premium petfood manufacturer digitize and automate their RFQ process. The company replaced manual email and... Excel workflows with a single platform, increasing efficiency by 80%. The solution provided 100% transparency and allowed flexible split-awards at the ingredient level. Real-time updates and historical data access improved decision-making. The manufacturer now manages sourcing faster and with fewer errors.
Show More..

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.
Show More..

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.
Show More..

Nintex helped Buckman, a global specialty chemical company, automate purchase requests. Buckman faced rising competition and needed to cut costs... and boost ROI. By using Nintex workflow automation, Buckman saved $800,000. The solution improved efficiency and reduced manual work. Buckman now processes requests faster and with fewer errors.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..