5 Ways Proposal Automation Makes Teams More Efficient

Businesses sink countless hours every year into responding to requests for proposals (RFPs). And it makes sense: Proposals are a hugely important part of the sales process, and can make the difference between a won or lost deal. But proposal automation can cut a huge amount of time out of the process—meaning teams can focus their energy on standing out, not checking boxes.

Here are five ways proposal automation makes teams more efficient:

1. Avoid Silly Proposal Errors

Much of this planning involves menial tasks like checking for spelling and grammar mistakes.

The thing is, you can automate these tedious proposal tasks without losing any quality. In fact, creating RFPs from scratch over and over again is actually more prone to human error, which could jeopardize approvals.

The best RFP automation platforms optimize efficiencies and customization without compromising approval rates and allow you to format documents, just the way you like.

Think of an RFP automation tool like an extra pair of hands in your organization—with the focus and attention of a robot!

2. Templatize Formatting

With proposal automation software, you can build a library of templates that reflect your brand and bring consistency to your RFP response. That way, even if a small army of people have collaborated to create a proposal, it will still feel coherent and easy to digest.

3. Top Notch Content at Your Fingertips

Sending out RFPs requires a lot of repetition, filling out the same (or nearly the same) information to proposal questionnaires over and over again.

When you need to go out in search of answers, how much time do you spend chasing down SMEs? Wrangling an expert can take ages, and half the time, they’ll let you know that this isn’t the first time they’ve been asked this very question.

With effective proposal automation tools, you can highlight questions on RFPs and autofill the answers from a central repository. Good RFP platforms mine your content library for the best answers to common RFP questions and learn your preferences over time for even more effective proposals. This improves efficiencies considerably and you could secure more proposals this way.

Not to mention, your SMEs will thank you!

4. Repeat Workflows That, Well, Work

RFPs need input from a lot of people, and it’s easy to get tied up with issues of version control, endless email threads, and bottlenecks. Proposal automation allows you to create workflows and track your progress. That way, you can rest assured that every step has been executed before you hit send.

5. Spend Time On the Difference Makers

Writing a great RFP response takes work. When you can automate some of the more minor, time-consuming tasks, you’re left with more time for personalizing your material and making a persuasive case for your business.

Final Word

RFPs are one of the most lucrative ways to generate revenue, secure sales, and grow your business. But the RFP process is a long and laborious one. Investing in the right RFP automation platform like Qvidian makes your proposal teams more efficient. We’ve helped more than 1,000 companies around the world win business opportunities. It’s that simple.

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