The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Build proposal drafts with priced scope and open questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Put the reviewed scope on the draft quote for approval.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Link revised proposals to prior decisions and open a new review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Put rejected proposals back on the owner's task list with a direct link.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
Draft cited RFP answers and flag gaps for the proposal team.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.