Pro-Posal

Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time.

We’ve transformed the way businesses build a request for proposal (RFP). Our automated solution breaks down RFPs into simple, easy-to-understand business requirements that can be analyzed, graded, and delivered in a streamlined manner. We’ve eliminated the guesswork, headaches, and ambiguity that are inherent to the traditional RFP process while providing a green alternative that saves time, money, paper, and other resources. Creating a GreenRFP begins by allowing you to identify your unique requirements through an easy-to-use wizard-based process. As an RFP creator or contributor, you can identify your SME’s to solicit content and questions or operate independently if you choose. When you’re done creating your GreenRFP, you are able to send it to your internal team for alignment and approvals before sending it out to the potential vendors. Vendors that are fortunate enough to participate in your RFP, can collaborate and delegate the responses amongst their team members.