Boost Deal Efficiency and Win More Business at Digital Speed and Scale

Traditional proposal management is holding back sales

Generating a proposal is the most tangible, but often the least connected, part of the sales proposal process. Every company’s process for proposal management is unique and so has challenges to standardize the process across the organization. Not having a matured proposals process can have a direct impact on your revenue and the quality of deals. According to Forbes, sales teams spend only 36% of their time on sales, and the rest 65% of their time on “other” tasks, like creating proposals or responding to RFPs.

Icertis Proposal Management App

Transform RFx responses for sales by seamlessly connecting contracts to the proposal processes they power. Streamlining the proposal process through automation helps improve the timely delivery of proposals. Having defined processes ultimately allows organizations to measure the efficiency and effectiveness of their propositions to customers and helps in identifying bottlenecks.

Improve deal quality and speed with effective proposal management

Proposal Templates

Increased speed-to-market by effectively using templates based on the nature of products and services in a proposal

AI-Assisted Proposal Creation

Improved deal quality and profitability by building the right proposal with the right products, prices, and terms and conditions

KPI Tracking

Standard and customizable KPI tracking (win rate, capture ratio analysis) and post-win contract and obligation tracking