Sales proposal automation software for legal services

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to illustrate the main features of the expedience proposal suite let's begin with a blank document in Microsoft Word looking at this document we see the regular word menu layout with the addition on the far right of an item called proposal content selecting this tab we see a Content portfolio ribbon that contains drop-down galleries in Microsoft words normal ribbon format the galleries contain content categories defined by you to reflect the types of information you routinely need in responding to RFPs creating proposals or other types of documents all aspects of the ribbon may be customized by you including the descriptions and the button images your information is held inside of Microsoft Word zone format using words inherent capability for storing content in office galleries there are no third-party software tools involved here only the off-the-shelf components of Microsoft Office each of the category galleries may be further subdivided into subcategories and detailed content entries as shown here thumbnail previews of any content elements are also available one way of inserting content into your document is to simply select it click on the gallery and it will be inserted and formatted correctly into your open document for questionnaires and RFPs where individual questions or topics need to be answered expedience will search the questions find the most likely answers and allow you to quickly insert the appropriate content responses we now have opened a sample RFP questionnaire to work with here we select a question using words normal cursor and expedients will read the selected entry and search the content portfolio for relevant answers the software returns ranked responses and we can simply pick the appropriate answer for insertion the software can proceed to the next question automatically select and search the content in a single step greatly speeding up the response process even though each content portfolio is capable of retaining a significant number of entries this capability is further extended by enabling multiple portfolios useful for large content requirements specific products services or other offerings these additional portfolios are easily made accessible by selecting and attaching the additional content directly to the current document there is no limit to the number of additional content portfolios or libraries that may be created and used in responding to an RFP to handle on-demand proposals or standard recurring requests for information expedience offers a form based document assembly solution here the sales rep or the proposal author is presented with a simple form that allows them to pick relevant information for inclusion in the finished proposal the document is assembled from the latest information contained in the content ribbons so it reflects the most current up-to-date material you may define as many automated assembly forms as needed to address the many different types of recurring document requirements your business may have to finish the proposal may fill in form is shown to automatically capture unique details and customizations about the recipient such as company name addresses and all other placeholders that need customization outlook integration is provided to further automate the fill-in process thank you for spending a few minutes looking at the expedience proposal suite for a more in-depth demonstration showing the full range of our extensive features including real-time collaboration with subject experts content management tools integration with your other systems along with style and corporate branding please contact us to arrange a custom demonstration