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 contra...cts 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.
A Federal Defense Agency
- Government Administration
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 gene...ration 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.
The Proposal Management Blueprint for Better Selection Decisions in Computer Software
Coveto
- Computer Software
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%.
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 conte...nt 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.
The Proposal Management Blueprint for Better Selection Decisions in Information Services
Cotality
- Information Services
Conga CLM helped Cotality cut contract cycle times by 75%. The company automated 28% of transactions, up from 8%. Cotality reduced data gaps from 3,000 to zero using Conga Grid. They increased automa...ted templates from five to 30. The solution delivered fast results by addressing key pain points in contract management.
Driving ROI and results: Understanding the Impact of Proposal Management in Food And Beverages
A large cheese manufacturer
- Food & Beverages
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 Autom...ation 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.
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.
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.
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 stream...lined 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.
XaitProposal helped Paprec improve its technical proposal process. Paprec faced slow document creation, outdated content, and inconsistent style. With XaitProposal, they used templates, set editorial... rules, and enabled real-time teamwork. They saved time, improved proposal quality, and got better feedback from customers. Paprec also won a major contract after using the new system.
Driving ROI and results: Understanding the Impact of Proposal Management in Accounting
Bean Ninjas
- Accounting
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 streaml...ined 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.
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 approv...es 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.
California consulting firm
- Management Consulting
BA Insight helped a California consulting firm improve information access with simplified search. The firm used BA Insight's enterprise search solution to make finding information easier. This led to... better productivity for employees. The case highlights the benefits of AI-powered search and knowledge management. The consulting firm saw faster access to data and improved workflow efficiency.
Recent adoption and success with Proposal Management software in Na
Dixons Academies Trust
- Education
Nintex helped Dixons Academies Trust bring together 17 schools with one source of truth. The trust needed to map and centralize over 250 processes as they planned to grow. Nintex provided a solution ...to organize and manage these processes. This made it easier for the trust to scale and support students. The result was a unified system for all their schools.
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. Loopi...o'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.
The Proposal Management Blueprint for Better Selection Decisions in Consumer Electronics
Western Lighting and Energy Controls
- Consumer Electronics
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.
The Proposal Management Blueprint for Better Selection Decisions in Financial Services
Brown Advisory
- Financial Services
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 workflo...ws, 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.
Insight Enterprises
- Information Technology And Services
QorusDocs helped Insight Enterprises automate complex SOWs and RFPs. The team now uses a centralized content library and automated workflows. This led to faster, higher-quality responses and stronger... branding. QorusDocs integrates with SharePoint and Azure DataLake for better reporting. User adoption is high, and Insight processes tens of thousands of documents annually. The platform supports continual workflow optimization and data-driven decisions.
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. Secu...rity questionnaire completion time dropped from ten to five days. Collaboration and content management features improved efficiency and confidence.
The Latest Proposal Management Deployments delivering value in Manufacturing
Provisur
- Manufacturing
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. A...rkestro enabled smarter and faster decisions. The result was a 20% reduction in spend for Provisur.
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 sol...ution, 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.
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 struggle...d 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.
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.
Recent adoption and success with Proposal Management software in Internet
Altered Web Studios
- Internet
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 busine...ss 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.
The Latest Proposal Management Deployments delivering value in Events Services
Fern Expo
- Events Services
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.
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 p...rovided 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.
