RFP Response Builder RFP Response Builder is an automated software solution that dramatically reduces the time and effort required to respond to RFPs. Tightly integrated with Microsoft Office, RFP Response Builder quickly produces polished, mistake-free response documents that help you win more RFPs in less time. https://rfpresponsebuilder.com Tue, 13 Jul 2021 15:06:00 +0000 Tue, 13 Jul 2021 15:06:00 +0000 hourly 1 3600 SnapPages.com SharePoint - Why you should be using it! https://rfpresponsebuilder.com/blog/2022/06/02/sharepoint-why-you-should-be-using-it Thu, 02 Jun 2022 15:54:23 +0000 https://rfpresponsebuilder.com/blog/2022/06/02/sharepoint-why-you-should-be-using-it
Need help with collaboration and the organization of your RFP responses, proposals, Scopes of Work and other sales documents?  While SharePoint may not be your first choice to manage your documents and files, it should be.  Stop relying on different software tools like Word, Excel and email to share and manage content, knowledge, and responses to get the job done. Empower teamwork, quickly find information, and seamlessly collaborate across your organization with SharePoint.

Sales isn’t done in a silo.  Everyone needs to be able to contribute to information, pricing and proposal content to get proposals out the door quickly.  According to SalesForce’s State of Sales Report, which surveyed over 3,100 global sales professionals, 73% felt that collaborating across departments is absolutely critical or very important to their overall sales process.

What is SharePoint?

SharePoint is a collaboration and document management platform that users access via a web browser. It can be installed on an internal company server (the so-called “on premise” version), but the most feature-rich, modern, collaborative, integrated and cost-effective version is hosted by Microsoft as a component within its Office 365 subscription plans. SharePoint is not only a platform for document management, but it also provides collaboration features such as (intranet) websites, wikis, shared calendars, shared lists (including task lists) and discussion boards.

Benefits of SharePoint

  • Increased productivity and visibility to information
  • Access files from any device using a web browser
  • Features centered around intranet-based collaboration
  • Secure sharing
  • Content Management
  • Workflow and Collaboration features
  • Easy to learn and understand
  • Customizable and deeply scalable
  • Co-Authoring (more than one person can be in the same file at the same time)
  • Versioning
  • Can require approvals before files are visible
  • Files can be “Checked-Out”, preventing others from editing
  • Notifications when documents are uploaded or updated

Advanced File Management

Advanced File Management
There are a multitude of reasons to use SharePoint; let’s start with the most obvious, File Management.  You’re probably underestimating this already.  What if you could keep your organization’s files in a smart, centralized location?  Oh yeah – and more than one person can be working on a file at the same time.  Talk about collaboration!

File search, filtering and saved views are just the beginning of the file management advantages that SharePoint provides over a traditional folder-based approach. SharePoint automatically retains multiple versions of each file so that you can always pull up a previous version of a file and keep track of the changes made.

SharePoint’s two-level Recycle Bin – where deleted files can be restored by a user via their personal Recycle Bin, or by an admin via the “Site Collection” Recycle Bin – protects companies from accidental or malicious file deletions. Moreover, SharePoint’s menu-driven approach to copying and moving files makes it much less likely that a user will accidentally delete or move a file.

For SharePoint Online, files are stored in the cloud … meaning that users don’t have to be logged into their corporate network to access them. You can open and edit files on mobile devices via Microsoft’s SharePoint/OneDrive apps, and even sync SharePoint folders for offline access.

More Than Just Document Management

As mentioned above, SharePoint also provides collaboration features such as websites, wikis and discussion boards. Its deep feature set also provides useful features like workflow automation and alerts (that alert users when certain conditions are met, such as modifications to documents), and you can gain valuable business intelligence by adding reports, scorecards and dashboards.

Microsoft has developed a deep, feature-rich application programming interface (API) that allows third parties to create applications that integrate with SharePoint.  Industry-leading companies like DocuSign and Adobe Sign have developed e-signature services that integrate with SharePoint, making it easy for customers to buy products and services simply by e-signing proposals and work authorizations.

Check it out!

With so many features and functions, SharePoint can be a critical component of your long-term document management strategy.   If you have Office 365, you probably have SharePoint bundled with your Office version.  SharePoint can also be purchased as a standalone version.  Check your Microsoft account or this site for more information.

Next Level File Management …

Take things to the next level by using RFP Response Builder and SharePoint together.  It’s auto-naming and auto-saving features plus dynamic Dashboard keeps you from misplacing files.  Tightly integrated with Microsoft SharePoint and Office tools, RFP Response Builder.  generates proposals and Scopes of Work saved to SharePoint and associated to your opportunity or project.   Better organization and cleaner file management sets you up for success. See RFP Response Builder in action.
Sources:
]]> https://rfpresponsebuilder.com/blog/2022/06/02/sharepoint-why-you-should-be-using-it#comments 0 Paste Like a Pro in Microsoft Word https://rfpresponsebuilder.com/blog/2022/03/30/paste-like-a-pro-in-microsoft-word Wed, 30 Mar 2022 08:24:46 +0000 https://rfpresponsebuilder.com/blog/2022/03/30/paste-like-a-pro-in-microsoft-word
It happens all the time.  You have content in one document that you want to copy into another document.  But when you paste it into the target document, the formatting is out of sync.
Copying and pasting can’t be avoided but understanding your options can make it a whole lot easier and less messy.   You’ve probably pasted most of your content by clicking the Paste icon on your toolbar, or by pressing the Ctrl+V keys.  However, there are more options that might better suite your needs.

The Normal Paste Option

Before getting into the “special” paste options, let’s first take a look at how the “normal” paste option works.  The normal paste option – which is accessed by the Paste button or Ctrl+V – takes on (or “inherits”) the style characteristics of the document into which it was pasted.  This style inheritance happens assuming that the default style formatting from the source document was not “overruled”, such as when the text font for a paragraph is changed from the document’s default font, which is defined via Word’s “Normal” style.

What is a Word Style?

You can see Word’s styles within the Styles group of Word’s Home tab.  Styles are a powerful formatting feature of Word.  For example, to change the font within a document, instead of highlighting the text and changing the font for that selected text, the MUCH BETTER approach is to right-click and modify the Normal style for the document.  Styles allow you to centrally change the formatting for headings, titles, normal text and all kinds of other Word components.

Ideally, all text in a Word document should ONLY be formatted per the defined Word styles, not only making it super easy to change the formatting by modifying the style definitions, but also allowing you to cleanly paste content using the “normal” paste option from one document into another document that might have different style formatting definitions.

Other Paste Options

Several other paste options are available when you right-click where you want to insert copied content:
  • Keep Source Formatting:  Keeps the formatting of the content from the source document
  • Merge Formatting:  Takes on the formatting of the INSERTION POINT where it is pasted (which is different than the normal paste option that inherits the formatting of the DOCUMENT)
  • Picture:  Converts text into an image
  • Keep Text Only:  Takes on the formatting of the INSERTION POINT where it is pasted and also eliminates pictures and turns tables into text

Tip!:  If you hover your mouse over the paste options, Microsoft Word will give you an image of what the inserted text will look like.

Which Paste Option is Best?

If the source document is “cleanly” formatted using Word Styles, then the normal paste option usually fits the bill.  But if the source document is a bit of a formatting mess – or the source content was pulled from a website – then the Merge Formatting option might be the best option.   If the source content is really messed up, you may need to resort to the Keep Text Only option, then reformat the pasted text from scratch.

A Better Way to Do This...

If you want to take styles and document formatting to another level, consider an automated RFP and sales document response tool that’s integrated with Microsoft Word, like RFP Response Builder.  With RFP Response Builder, you can set up document templates with different style definitions.  And, when adding content to the Builder Content Library, RFP Response Builder “cleans” the formatting so that you’re only left with pure Word style formatting, ensuring that content from the library is cleanly inserted into all target documents, regardless of their style definitions.  Reduce the time and bottlenecks associated with complex projects like RFP responses and sales proposals.  See RFP Response Builder in action.
]]> https://rfpresponsebuilder.com/blog/2022/03/30/paste-like-a-pro-in-microsoft-word#comments 0 Proven Pro-Tips for Eliminating Document Editing HELL Eliminate Document Editing Hell. Sales and admin staff alike know when they are dealing with document editing hell because they may experience any of the following:A single document has several versions saved in different locations.You think you are working on the latest version of a document only to disc...]]> https://rfpresponsebuilder.com/blog/2022/02/06/proven-pro-tips-for-eliminating-document-editing-hell Sun, 06 Feb 2022 12:17:09 +0000 https://rfpresponsebuilder.com/blog/2022/02/06/proven-pro-tips-for-eliminating-document-editing-hell
Editing a document as a team can feel a bit like “hell,” as demonstrated in my latest Sales Pro Tip, Eliminate Document Editing Hell. You need several other people to edit certain sections of the document.  So, how do you manage all those edits without losing your mind?

When responding to an RFP, sales proposal, or statement of work, you are likely to have to rely on other members of your team to help add and edit content in the document. This article will demonstrate how to use Word’s Track Changes to track edits, deletions, and comments, reducing errors and helping your team get sales documents out the door faster.

Microsoft Word, Track Changes to the Rescue

Track Changes is a tool inside Microsoft Word that gives you and your coworkers a way to spot changes quickly. With Track Changes, all team members can edit the same document and Word will highlight what has been changed and by whom. Then during the final review those edits or “tracked changes” can be accepted or rejected. This keeps all of the changes in one place, eliminating the need for multiple versions that have to be cut/pasted back into a final version. When turned on, Track Changes makes it easy for reviewers to see which words, sentences, or sections within the document have been changed and by whom.

Track Changes works best when your company has a Microsoft Office 365 subscription and documents can be simultaneously edited out of Teams or SharePoint, but you can also edit the same Word document serially – one editor at a time – and email the document to subsequent editors.  With Office 365, Track Changes works best when you open the documents in the desktop Word app.

4 Easy Steps to Using Track Changes

1.  In the desktop Word app, turn Track Changes on to track updates, edits, and comments.
Go to the Review tab and click the dropdown for Track Changes to turn it on.  Now when edits are made to the document, Word will track those changes.

Extra Tip!  Another nifty way to do this is to right-click in your Status Bar and choose Track Changes.  This allows you to quickly toggle Track Changes on and off.
2.  Decide which Track Changes view you want to use.  This defines how you see the edits made in the document. 
Track Changes provides four drop views to choose from:

  • Simple Markup (recommended) is a minimized view of all changes. You will see a red line displayed on the left side of the document to indicate edits and changes (depending on your specific settings).
  • All Markup shows all the changes that have been made without hiding or minimizing the edits in the view.
  • No Markup shows all updates within the document without showing individual changes.
  • The Original view is the original document without any changes.
3. Track edits by individual or group.
Control and view edits by an individual when you click Show Markup and then Specific People.  You can select one or “All Reviewers”.  This is an easy way to follow which edits have been made by individual.
4.  Accept or reject changes before finalizing your document.
After all edits have been made, you can “accept” or “reject” the document changes. To do this, click the Accept button for a particular edit or Reject the change to discard the edit. If you know you want to accept all the changes, you can click the “Accept All Changes” dropdown from the Accept icon.  It’s that easy!

REMINDER! Don’t forget to remove all Track Changes before sending a document to your customer.

Using Microsoft Word’s Track Changes can really make a huge difference when editing a document as a team.  Try it out for yourself!
If you want to take Track Changes to whole other level, consider an automated RFP and sales document response tool that’s integrated with Microsoft Word, like RFP Response Builder.  This software allows you to quickly assign content to a reviewer and manage those assignments in a Dashboard.  You also get one-click content inserts and a feature for final document reviews.  Reduce the time and bottlenecks associated with complex projects like RFP responses and complex sales proposals – and increase your win rate.  See RFP Response Builder in action.
]]> https://rfpresponsebuilder.com/blog/2022/02/06/proven-pro-tips-for-eliminating-document-editing-hell#comments 0 6 Tips to Effectively Respond to an RFP https://rfpresponsebuilder.com/blog/2021/12/06/6-tips-to-effectively-respond-to-an-rfp Mon, 06 Dec 2021 00:00:00 +0000 https://rfpresponsebuilder.com/blog/2021/12/06/6-tips-to-effectively-respond-to-an-rfp
An RFP response is your opportunity to showcase your services and explain why you’re the right team for the job. However, responding to RFPs is not always smooth and easy, especially when the client is unclear about their needs, their expectations, and the problems they want to address.

In this article, we will explore practical tips to simplify the RFP response process and help you craft a winning proposal each time:

1. Understand the Client’s Needs

No RFP is built the same, so it’s important to review the scope of the project, the expected completion date, selection criteria, contact persons, and so on. If you have any clarifications, be sure to ask the client from the get-go to eliminate potential roadblocks when drafting the proposal.

Your RFP response should be clear, informative, and direct to the point. Include detailed descriptions of how you plan to achieve the client’s goals. The focus should be on the client’s needs instead of your personal experience.

Social proof is also helpful for highlighting your team’s capabilities. For example, if you have case studies and portfolios that align with what the client is looking for, include them in your proposal.

2.  Avoid Vague Phrasing

When responding to RFPs, avoid vague sentences that will leave the client more room for questions than answers:

Our company has the experience and knowledge to help companies like yours achieve their goals.

Instead, aim for phrasing that directly speaks to the client’s objectives:
Our company has over 20 years of experience helping brands achieve [Client Need 1], [Client Need 2], and [Client Need 3].

3. Deliver Your Response Promptly

Keep in mind that you are likely not the only one who received the RFP. It’s essential to respond quickly and efficiently before another contractor beats you to it. Most clients are also on a strict timeline, and waiting to respond until the last minute may not give them ample time to evaluate your proposal.

If you don’t intend to submit a response, politely decline with a no-bid response and notify the client of your intention to be still included in their future RFP rollouts.

4. Proofread Your Response for Typos and Formatting Errors

The RFP response process can be hectic, and sometimes simple errors like misplaced punctuations and incorrect spellings are overlooked. The easiest solution is to use free online text editors to check for typographical and formatting errors. But, if you have the resources, it helps to hire an editor who can provide useful feedback on your proposal.

5. Know Who to Send Your Proposal To

Often, RFP requests are drafted by employees who are not involved in the final decision-making process. Avoid delays in the RFP process by making sure that you send your proposal to the right point of contact. The POC should be stated in the document. If it isn’t, you can ask the sender.

6. Get Expert Opinions from SMEs

When drafting complex proposals, hiring subject matter experts can help create accurate responses. They can assist with research and provide useful feedback on refining your proposal to better adhere to the client’s goals.
]]> https://rfpresponsebuilder.com/blog/2021/12/06/6-tips-to-effectively-respond-to-an-rfp#comments 0 4 Proven Ways to Improve the Quality of Your RFP Responses https://rfpresponsebuilder.com/blog/2021/12/03/4-proven-ways-to-improve-the-quality-of-your-rfp-responses Fri, 03 Dec 2021 11:36:57 +0000 https://rfpresponsebuilder.com/blog/2021/12/03/4-proven-ways-to-improve-the-quality-of-your-rfp-responses
Successful RFP responses are the lifeline of most organizations across a wide range of industries. They capture how organized, capable, and competitive your team and services can be. However, with most organizations grappling to meet deadlines, whether for launching new products or fulfilling customer requests, ensuring the quality of proposals ends up on the back burner. As a result, businesses end up reducing their chances of winning deals.
 
While there’s no substitute for refining your proposals over years of leveraging analytics and real-world win/loss results, there are a few things you can change now to enhance the quality of your RFP responses.

Edit, Revise, then Edit Again

Mistakes such as misspelling the company’s name can be detrimental to your proposal’s success. Likewise, typos, grammatical errors, and style inconsistencies can be distracting for the readers. Needless to say, do not skip the editing and proofreading steps.
 
Ideally, the person who writes the draft should be different from the proofreader. This is to ensure that errors and omissions missed in the writer’s initial self-editing phase are caught by the second person. You can ask another qualified member in your organization or hire a professional proofreader if you have the resources.

Tailor Every Response to the Client’s Needs

Avoid recycling phrases and generic proposal answers from your old RFP responses. Instead, draft proposals that speak to your prospect’s unique goals and objectives. Remember, organizations have several proposals to review, so it’s important to catch their attention with the executive summary.

You can visit their website and take note of words, phrases, writing styles, and technical terms that their company uses regularly. Adopting some of these elements into your RFP response can make it feel more familiar and stand out from the competition.

Observe Proper RFP Response Formatting

Proper style and formatting can make reading your proposal a breeze for your potential clients. It also gives prospects the impression that you are professional, organized, and exciting to work with.
 
When drafting your RFP response, break up your content into chapters, paragraphs, and bulleted lists when applicable. Include a table of contents at the beginning of the proposal, and use headings and subheadings to highlight key sections and ideas.

Store Content on a Centralized Platform

Drafting RFP responses from scratch each time is inefficient and keeps you from doing other, more important organizational tasks. Get a headstart on each proposal by storing templates from successful bids in a single interface such as RFP Response Builder. Keep only content that has been vetted and reviewed by subject matter experts and regularly updated to meet the evolving needs of your prospective clients.

Boost the Quality of Your RFP Responses Today

RFP Response Builder eliminates manual entry, thus protecting organizations from costly RFP errors. We automate the mundane RFP response tasks and make it easy to access a library of response content so that you can focus on personalizing the response to speak the client’s unique needs. Data is also store in a central, cloud-synchronized location, allowing users to work both on or offline.

Want to Automate Your RFP Responses?

If you spend at least 5 hours a month finding content, cutting/pasting, and reformatting your RFP responses, RFP Response Builder may be the right fit for you. Discover how an automated RFP response software solution can dramatically reduce the time and effort required to respond to RFPs, producing polished, mistake-free response documents that help you win more RFPs in less time, hence increasing your win rate!
]]> https://rfpresponsebuilder.com/blog/2021/12/03/4-proven-ways-to-improve-the-quality-of-your-rfp-responses#comments 0 Eliminate Sales Response Frustration Now! https://rfpresponsebuilder.com/blog/2021/11/30/eliminate-sales-response-frustration-now Tue, 30 Nov 2021 11:16:49 +0000 https://rfpresponsebuilder.com/blog/2021/11/30/eliminate-sales-response-frustration-now
The hardest part of sales is not rejection or being told no. The hardest task for any salesperson is the task of putting together detailed sales responses such RFPs, statements of work, and sales proposals.

To compound issues, response documents frequently come with aggressive response deadlines, and many organizations do not keep a central repository of content to respond quickly. The response process is often inefficient and challenging to manage. Sales Process Blogger Christie Collier says, "responding to these types of documents can be both time consuming and soul-sucking for the sales professional trying to win new business."

This blog will address common challenges that make managing sales response content time-consuming, followed by three methods for minimizing these headaches and winning new business.

Challenges Associated with Getting Sales Responses Out the Door:

Limited time to get response documents out the door

We have all been in situations where an unplanned RFP response is accompanied by an aggressive turn-around time, making it hard to meet response deadlines at the team's expense. Having to reinvent the wheel at the drop of a hat is a major source of frustration for both sales and operational support.

Disruption to everyday workflow

It's estimated that 43% of organizations lack a documented and repeatable process for responding to RFPs, making sales document assembly and responses an immediate interruption to everyday workflow. The time crunch and frustration of searching for content quickly adds up.

Different Versions of the Same Document

Once an RFP or sales proposal is duplicated, different versions of similar content exist. Knowing where that content lives and keeping track of the latest version can become a nightmare for project and procurement leaders who need to respond to RFP and proposal requests quickly.

3 Examples of How to Minimize Sales Response Frustrations!

Maintain relevant content from a centralized repository

Sales response software should come with a centralized content library where all your sales response documents, text, data, and graphics are accessible. As you continue to update your content library, you will want to look for an automation tool that organizes your content into categories, subcategories, content types, and content titles to save you from having to search manually for content. A central repository also simplifies regular knowledge management activities such as updating, validating, and building content that is core to quickly responding to sales document requests.

Invest in Sales Response Software to Win More Deals

Let's face it, if managing sales responses on your own were enough, you would not be reading this blog. The main reason for investing in a sales document response software solution is to reduce the time and effort required to respond. Content management, project tracking, and final document reviews increase your team's likelihood of producing timely and polished sales documents that provide nearly an immediate return on your software investment.

Use a Familiar Tool to Increase Adoption & Reduce Training Time

Many RFP and sales response software tools are standalone products with a unique user interface that require time to learn and implement. Sales response documents require input from multiple subject matter experts, requiring numerous individuals to interact with a sales document response tool.

Tightly integrated with Microsoft Word and Excel, RFP Response Builder allows users to work inside Microsoft Word to access the content library and insert responses. With Microsoft Excel, administrators can create automated content outlines that auto-generate RFP response documents in seconds. It's a tremendous timesaving, error-avoiding value to sales professionals who must get sales responses out the door quickly.

About RFP Response Builder

If you spend at least 5 hours a month finding content, cutting/pasting, and reformatting your RFP responses, RFP Response Builder may be the right fit for you. Discover how an automated RFP response software solution can dramatically reduce the time and effort required to respond to RFPs, producing polished, mistake-free response documents that help you win more RFPs in less time, hence increasing your win rate!
]]> https://rfpresponsebuilder.com/blog/2021/11/30/eliminate-sales-response-frustration-now#comments 0 Responding to RFPs: When Not to Bid https://rfpresponsebuilder.com/blog/2021/11/12/responding-to-rfps-when-not-to-bid Fri, 12 Nov 2021 11:38:00 +0000 https://rfpresponsebuilder.com/blog/2021/11/12/responding-to-rfps-when-not-to-bid
The RFP evaluation process requires a considerable amount of time and resources. Ideally, it would be best to direct those efforts towards RFPs that are a good fit for your business. The most straightforward way to determine whether a project is a no-go is by conducting a bid/no-bid analysis.

Here are some factors to consider when deciding whether bidding on a proposal would be beneficial to your business:

1. Profitability

If a project isn’t profitable, then it would be in your business’s best interest not to bid on the project. Meticulously calculate labor and equipment costs so you can identify whether the potential revenue would be sufficient to cover the job expenses. Be sure to include factors like taxes, worker’s compensation, and equipment expenses.

2. Capability

While taking on more projects could bring more revenue, accepting more than you can handle may backfire on your business. Review your current and upcoming projects to ensure that you have the workforce and resources needed to commit to a new project. If you don’t, that’s a sure sign you should let go of the project. You wouldn’t want to rush and offer half-baked services to a client.

3. Long-Term Goals

Assess whether the project you are looking to bid on aligns with your company’s long-term strategy. Do you want to stay local, or are you planning on expanding globally? Maybe you want to target a different market or expand your business in a different location? Whatever it is, ensure that you are bidding on projects that align with those goals.

4. Competition

Take into account other competitors.  For instance, do they already have an existing relationship with the client? If they do, this may put them ahead of the competition. Consider their strengths and weaknesses and compare them with yours. It’s crucial to self-evaluate your team and determine whether your services are superior to the competition.

The Right Way to “Not Bid”

Once you’ve decided not to place a bid on a project, it’s crucial to inform the client through a no-bid response immediately. Through an official letter, you can state that while you are not interested in bidding for a certain project for valid reasons, you are still interested in doing business with them in the future, helping you remain on their prospective bidder list.

When drafting a letter, follow these guidelines:

  • Be brief and concise when stating your reasons for a no-bid.
  • Keep a positive attitude when providing insights about the decision not to bid.
  • Don’t forget to indicate your contact information for future projects.
  • If you have established a good relationship with the client, it would be good to follow up with a call.

Streamline Your RFP Response Process

Spend less time responding to RFPs and more time working on your business by partnering with RFP Response Builder.
We provide an automated RFP response solution that will help you create flawless, error-free bid/no-bid response documents in less than an hour. Different industries have benefited from our RFP response tool, including construction management firms, advertising agencies, and information technology companies.
Interested in seeing RFP Response Builder in Action? See it in action
]]> https://rfpresponsebuilder.com/blog/2021/11/12/responding-to-rfps-when-not-to-bid#comments 0 The Web Developer’s Guide to Drafting a Winning RFP Response https://rfpresponsebuilder.com/blog/2021/11/10/the-web-developer-s-guide-to-drafting-a-winning-rfp-response Wed, 10 Nov 2021 08:06:33 +0000 https://rfpresponsebuilder.com/blog/2021/11/10/the-web-developer-s-guide-to-drafting-a-winning-rfp-response
A well-written RFP response for website development is crucial as it will help you stand out from the crowd of competing vendors. A winning response should clarify roles, responsibilities, and timelines to help the client determine that you are the right fit for the project. For this reason, instead of reusing and revising old RFP responses, it’s best to create a new one that is tailored to the agency you want to work with, built from components pulled from an up-to-date centralized repository of RFP response content.
Here are key details that promising RFP responses should contain:
  • Venture Plan: Create a high-level list of project tasks. This list should include enough details for the issuer to understand the discovery, design, development, and build process.
  • Project Management Tools: List your agency’s project management tools. This may vary from agency to agency. What’s important is to show your prospective client that there is structure to your project management process and that tasks, owners, and dates are managed efficiently.
  • Reliable Team: The client needs to know that the designers and developers they’re working with are reliable and qualified for the job. Highlight each team member’s strengths and mention how they can bring value to the project.
  • CMS and Software Used: If the issuer did not specify a desired CMS (Content Management System) on their RFP, the CMS you use is worth mentioning in your response letter. Additionally, you should include all additional software you use to code and deploy websites. This assures the client that you’re using systems that will help improve their business operations, generate better leads, and allow for a better customer experience.
  • Project Deliverables: Providing a list of deliverables is crucial to set the client’s expectations at the point of go-live. Indicate essential details like the volume of content migration, number of design templates, and plugins used.
  • Search Engine Optimization: SEO should be front and center in your response. Indicate what your agency can do to drive more traffic and revenue to the client’s website. This may include keyword research, on-page optimization, link-building efforts, site audits, and 301 redirects.
  • Set Milestones: Milestones help ensure that your design team is hitting targets before proceeding to the next stage of the design process. Common milestones include discovery, graphic design, information architecture, theme coding, content migration, beta testing, and ultimately, go-live.
  • Timeline: Your RFP response should indicate how much time you need to complete a milestone. This will help clients determine whether the time spent on each milestone aligns with their own timetable.
  • Managing Delays: Whether the root cause of a project delay comes from your end or the client’s, it’s crucial to have a solid contingency plan. Briefly mention how you aim to adjust the project’s budget and timeline should a delay occur.
  • Warranty Claims: Clients want to know that their investment into their site is protected. If you offer a website warranty, discuss its terms and conditions in the proposal. Indicate what it covers and for how long the warranty is valid.
  • Payment Terms: Smaller websites typically require a 50% down payment at the beginning of the project and 50% at the end. On the other hand, larger projects can be paid for in smaller increments over the course of the partnership. Be sure to state these terms in your RFP response clearly.

Ensure Error-Free RFP Responses Each Time

Researching, drafting, revising, and sending out RFP responses is time-consuming. Additionally, ensuring their accuracy and tailoring them to their recipients takes a lot of effort.
RFP Response Builder provides automated tools that simplify the RFP response process, eliminate errors, and make it easy to manage even large RFP response projects.

Want to see RFP Response Builder in Action?

See how it works
]]> https://rfpresponsebuilder.com/blog/2021/11/10/the-web-developer-s-guide-to-drafting-a-winning-rfp-response#comments 0 How to Handle RFPs: Tips for Asset Management Teams https://rfpresponsebuilder.com/blog/2021/11/08/how-to-handle-rfps-tips-for-asset-management-teams Mon, 08 Nov 2021 08:30:00 +0000 https://rfpresponsebuilder.com/blog/2021/11/08/how-to-handle-rfps-tips-for-asset-management-teams
On the surface, receiving a new RFP seems like an exciting opportunity to increase revenues for your company. However, recent research from Cerulli Associates found that 91% of asset managers are struggling to meet deadlines for RFPs. With due diligence forms becoming increasingly thorough and clients asking harder questions to prospective asset managers, responding to every asset management request for proposal (RFP) has become even more challenging and time-consuming.

RFP Challenges in the Asset Management Industry

With an intense compression of timelines and a high number of RFPs, RFP teams of asset management firms grapple with the following challenges:
  • Completing the RFPs in a timely manner
  • Deciding if they qualify for the RFP
  • Creating accurate responses that are also compliance-approved
  • Extracting data from the system easily
  • Managing the workflow and approvals of RFPs

Handling Asset Management RFPs More Efficiently

Asset management is a competitive industry. Investors typically use the RFP process to assess existing relationships and seek new services.
Completing responses to RFPs on time can be your firm’s ticket to more project wins. After all, an RFP response is your opportunity to demonstrate your expertise to potential clients. It’s where you can effectively tell your brand story and prove that you’re the company that can best fulfill their needs.
If you want to make a positive impression and foster valuable partnerships with possible clients, it’s crucial to craft timely and quality responses. It is also necessary to get input from subject matter experts (SMEs) to make accurate and effective RFP responses.
Here are ways to expedite asset management RFPs more efficiently and increase RFP win rates:

Be More Selective in Responding to RFPs

While a new RFP is an opportunity, it’s important to remember that you don’t have to respond to every asset RFP you receive. Also, you’re not always going to win every RFP in which you respond. To lighten your workload and improve your win rate, try to be more selective when answering RFPs.

Create an RFP Response Library

With the sheer volume of RFPs you need to respond to, you would not want to start from scratch with each response. As RFP questions for asset management become more customized, create an RFP library of responses for quicker turnaround.
While it is not advisable to use a generic, templated response, it can be advantageous to maintain a repository of previous answers and proposal elements that can be repurposed and reused. Having a comprehensive answer library can help you save time while ensuring only the highest quality responses.
RFP software is key to creating a collaborative answer library. Not only would it enable you to save past RFP response content but also organize RFP responses using tags, such as security, pricing, or customer references.
With effective tagging, you can narrow down your search for response content. When you receive a new RFP, it will be easier to search and insert the most appropriate answer.

Establish a Compliance-Approved RPF Workflow

Compliance is essential for asset management. However, it’s difficult to keep up with the constantly changing regulations. Note that any inaccurate data in an RFP response can cost you a lot of money and ruin credibility.
When you use RFP software automation, you can gain the required approvals and remain compliant with security regulations.

Automate Your RFP Response Process

It takes time to respond to asset management RFPs. But while it’s important not to rush the RFP response process, meeting deadlines is also crucial to ensure success.
Automating your RFP response process is the best way to reduce ineffective methods and increase RFP win rates. Get in touch with RFP Response Builder today to learn how our automated software solution can streamline and speed up your response process.
]]> https://rfpresponsebuilder.com/blog/2021/11/08/how-to-handle-rfps-tips-for-asset-management-teams#comments 0 5 Tips to Reduce RFP Decision Fatigue https://rfpresponsebuilder.com/blog/2021/10/14/5-tips-to-reduce-rfp-decision-fatigue Thu, 14 Oct 2021 12:31:17 +0000 https://rfpresponsebuilder.com/blog/2021/10/14/5-tips-to-reduce-rfp-decision-fatigue
It's estimated that the average adult makes 35,000 conscious decisions each day. As responsibility increases, so does the multitude of choices you have to make. All of these decisions add up, leading to something psychologists now call decision fatigue.

Coined by social psychologist Roy F. Baumeister, decision fatigue is the emotional and mental strain resulting from the burden of choices. This type of fatigue leads to risky decision-making and sloppy outcomes.

When given a choice, we all would like to reduce the number of decisions that have to be made daily, especially when it comes to managing and producing polished responses for requests for proposals (RFPs).

RFP Decision Fatigue

No one RFP response, sales proposal or statement of work (SOW) is identical. Each RFP, proposal or SOW comes with major and minor decisions that must be made to produce timely, error-free documents that win business.

The stress of collecting timely responses from other contributors, avoiding left-over details from the prior RFP response, and making sure pricing and products are accurate – all in a short time frame that beats the competition – is what makes RFP responses difficult to systematize into a repeatable process and ultimately leads to decision fatigue.
This blog details five expert tips for better managing the RFP process and reducing decision fatigue that can lead to a sloppy outcome.

5 Tips to Reduce RFP Decision Fatigue

1.  Practice the Touch It Once Rule

The “touch it once” rule suggests that as soon as you touch something, whether it's a piece of mail or a project that needs to be filed, you immediately act on it. This could include completing a task on the first touch or automating a process to reduce the number of times you revisit the issue.

One of the best ways to implement the “touch it once” rule is to create an outline of the content that you’d like to pull together into your RFP response and address each piece of the content outline one at a time, storing the content pieces in an easy-to-retrieve location on your network or other shared file location such as SharePoint.  Then, at the very end of the process, you can copy-and-paste the content pieces together into your final RFP response document.

RFP response software can automate that process.  For example, RFP Response  Builder – which is our RFP response software – enables you to create an automated document outline that allows you to manage the content pieces and then, when you’re ready to assemble the final response document, automatically pulls documents and information from various places within your content library and shared file locations without having to cut and paste or start from scratch. When the outline-driven final document is generated, all the sections of the RFP populate, providing a complete, ordered RFP document. Voilà!

Click to see how an Outline-Driven RFP Document Works.

2. Create a centralized content repository

Whether it’s a sales proposal, statement of work or RFP response, there are content sections you will use again and again, such as a personalized cover page, your value proposition, pricing descriptions, etc. With various versions of similar content, it can be taxing to track and manage the latest version.  At a minimum, you should set up a shared file location where you can store a “library” of content that can be reused.

Technology can help streamline and track the countless tasks that follow the assembly of an RFP response. We suggest you embrace RFP response software to create a central repository for adding, cataloging, and managing content updates. RFP response software (such as RFP Response Builder) also allows the RFP response administrator to automate the content update process, enabling users to submit update requests for missing or incomplete content, making this a must-have weapon for reducing decision fatigue.

3. Use a Familiar Tool to Build & Manage Your RFP

Learning a new tool to create and manage your RFP and its components creates change and decision fatigue for users.  The chance of successful software adoption is likely to be higher when choosing a software tool that most employees are familiar with, like Microsoft Word and Excel.

RFP Response Builder is built to work inside the Microsoft Office 365 suite, enabling you to insert content (from the content library) directly into your Word response documents and add content to your content library from within any Word document.

4. Manage the Entire RFP  

Continuous decision-making is often the result of having to manage several disparate parts of an RFP response project.  As mentioned earlier, an outline of the content that you need to pull together helps.  You’ll also want to assign sections and content for review and updating by the subject matter experts (SMEs), which you can track in your favorite task management software, then follow up with the team via email.

RFP response software can turbocharge the management of the RFP response process.  For example, RFP Response Builder’s Dashboard allows you to view all quote files, proposals, tasks and documents related to the RFP project. Layer on RFP user approvals and content updates and you’ve immediately reduced the stress that typically accompanies a complex project like an RFP response.
Watch this 3-minute video to see how you can manage all components of an RFP from a single dashboard.

5. Let the Software Find the Errors

Significantly reduce errors in your final document by conducting a final document review before it is sent to the customer.  If you use Microsoft Word for your RFP responses, proposals and SOWs, make sure to check for any remaining tracked changes, comments, unfilled variables or – worst of all – remnants from past RFP responses by using Word’s search functions.

Once again, RFP response software can help.  For example, RFP Response Builder automates the error finding process by performing an all-in-one “final check” of several areas that are prone to error, including assigned content reviews that haven’t been completed, along with remaining tracked changes, comments and unfilled variables.

Want to Automate & Reduce Decision Fatigue?

If you spend at least 5 hours a month finding content, cutting/pasting, and reformatting your RFP responses, RFP Response Builder may be the right fit for you. Discover how an automated RFP response software solution can dramatically reduce the time and effort required to respond to RFPs, producing polished, mistake-free response documents that help you win more RFPs in less time, hence increasing your win rate!
]]> https://rfpresponsebuilder.com/blog/2021/10/14/5-tips-to-reduce-rfp-decision-fatigue#comments 0 8 Key Elements of a Successful RFP https://rfpresponsebuilder.com/blog/2021/10/14/8-key-elements-of-a-successful-rfp Thu, 14 Oct 2021 11:36:00 +0000 https://rfpresponsebuilder.com/blog/2021/10/14/8-key-elements-of-a-successful-rfp
A successful partnership begins with a strong request for proposal (RFP). A clear and well-written RFP attracts the best vendors and reduces wait time, allowing your organization to achieve better outcomes and complete projects faster.
RFPs present a ton of information, from project scope and timelines to budget parameters and contract terms. With so many details involved, arranging all the information into a single document can be tricky.
As a premier RFP response software provider, RFP Response Builder tackles what your RFP should cover to get high-quality responses and ensure vendors understand your needs right off the bat.
Take note that while most RFP templates may include similar key sections, some of these might change depending on your project goals or the unique needs of your business.

1. Company background

Begin with a brief overview of your organization and the project it is undertaking. State your company’s mission, values, and unique selling propositions, so vendors can assess whether they are a suitable fit for your project.

Additionally, a vendor who really understands what drives your company is more likely to work with you on budget and timeline.

2. Comprehensive description of the project

Write a thorough description of the project including specific outcomes you wish to accomplish and quantitative metrics potential bidders need to be aware of. If possible, include your budget range so vendors can get a clearer picture of what you are looking for.

3. Scope of work

List down every single task you require from the vendor. If you have preferred materials, tools, systems, or products, mention them in this section. If your requirements are unclear, you risk creating misunderstandings that cost time, effort, and money.

4. Deadlines and milestones

Including detailed project timelines allow vendors to assess whether they have the bandwidth and resources to accomplish the job on time. Important dates to include are the due date for RFP responses, selection schedule, and project life cycle.

Having a timeframe in your RFP allows you to automatically cross out any bidder that can’t meet those deadlines, saving you time and effort.

5. Questions and materials

Provide a list of materials you expect to receive from potential vendors such as samples of past work, proof of expertise, and proposed cost of services.

You can also use this section to specify questions that you’d expect vendors to address in their RFP responses.

6. Selection criteria

Discuss how you plan to choose the contract recipient from the respondents. Include your organization’s priorities and preferred credentials. This way, potential bidders will know exactly how they will be evaluated.

7. Potential roadblocks

Be upfront about any roadblocks that could cause delays and diminish the quality of the final outcome. This lets you determine which vendors have the necessary expertise and flexibility to handle possible challenges.

8. Submission guidelines

In the final section, explain the structure you expect vendors to follow when drafting their proposals. Providing a template will make responses easier to review.

Include other important details such as where and when they can access the RFP, how many copies of the response should be submitted, and to whom they should submit it to.

Ensure project success with an effective RFP

An organized and comprehensive RFP is the key to partnerships that will result in great work. For more advice on everything RFP-related, contact RFP Response Builder today.
]]> https://rfpresponsebuilder.com/blog/2021/10/14/8-key-elements-of-a-successful-rfp#comments 0 Things To Remember When Answering RFP in Construction https://rfpresponsebuilder.com/blog/2021/10/12/things-to-remember-when-answering-rfp-in-construction Tue, 12 Oct 2021 15:11:00 +0000 https://rfpresponsebuilder.com/blog/2021/10/12/things-to-remember-when-answering-rfp-in-construction
Responding to a request for proposal (RFP) in the construction industry is comparable to submitting a sales proposal. It is used to persuade a potential client that your company is the best fit to solve their problem.

An effective response to an RFP should emphasize your understanding of the client's needs. It should also highlight your company's ability to meet the client’s objectives.

RFP Response Builder simplifies the RFP response process for a construction request for proposal effectively. Keep reading to see how we may assist you in winning more RFPs in less time.

What Is the Best Way to Respond to an RFP?

Identify the Services That Are Required

You must properly comprehend and respond to your client's concerns and expectations. Remember that you cannot respond to each RFP in the same way. Make sure to emphasize the customer's needs and how you can meet their requirements.

Identify the Problem and Solution

When a problem occurs, a request for proposal is issued. You must outline the skills, resources, and procedures you will utilize to solve or tackle the challenge in response to an RFP.

Most requests for proposals in the construction industry have particular requirements that must be addressed and completed. Make a clear and straightforward plan to achieve the client’s objectives.

Consider the Project Scope

Understanding the scale of the project will enable you to assemble the best engineers and construction resource management, including resource planning and allocating around a timeframe for resolving the issue.

While keeping the project scope in mind, your response may include suggestions and solutions for resolving the problem. You could also include examples and explanations of how your organization has dealt with comparable difficulties in past or current projects.

Offer Multiple Options

Try to give alternative solutions to the problem if possible. Providing several solutions shows the client that you can deal with any unexpected circumstances that may develop in construction sites due to many situations.

Be Realistic

Propose realistic solutions when responding to construction requests for proposal that involve real-world team members. You must also include a schedule and expectations for when the project will begin and end. If appropriate, your response may provide suggestions for temporary solutions.

Provide Added Value

Present to the client a more comprehensive range of options that will complement the RFP's specific issues. Suggest different actions that will benefit the client, such as providing maintenance services or inspections over time.

To illustrate, you can highlight the list of value engineering options available from you or describe strategies to save money while meeting the client’s overall goals.

Present Your Team

Consider specific engineers with expertise working on projects that are similar to the RFP’s objectives. If possible, include team members with relevant training and learning experiences.

Provide an organization chart that includes the resources, project timeline (especially on large public projects), when the team will engage, and when the resources will be pulled back from the project.

Discuss a Time Frame

Give a timeline and particular schedules for how the problem will be solved and for how long the implementation process will last.

Most clients looking to hire a construction firm would understand that construction processes may take several months or even a year (or longer), depending on the scope of the project. It is always best to provide a detailed timeline of when they can expect certain steps to be completed.

Provide References

Identify similar organizations with the same difficulties that you've worked on, as well as the exact issues, solutions, and problems you've encountered. In each scenario, describe the construction project size, timeframe, expenses, and issues that were resolved.

Your Automated Software Solution Partner

RFP Response Builder is a software system that automates the process of responding to RFPs, saving you time and effort. RFP Answer Builder is tightly integrated with Microsoft Office. It efficiently produces polished, error-free response documents, allowing you to win more RFPs in less time.

Contact us today at 571-399-6995 for more winning RFPs.
]]> https://rfpresponsebuilder.com/blog/2021/10/12/things-to-remember-when-answering-rfp-in-construction#comments 0 RFP Finalize Document Review Leads to Higher Win Rates https://rfpresponsebuilder.com/blog/2021/08/26/rfp-finalize-document-review-leads-to-higher-win-rates Thu, 26 Aug 2021 11:58:09 +0000 https://rfpresponsebuilder.com/blog/2021/08/26/rfp-finalize-document-review-leads-to-higher-win-rates
An annual RFP report collected data from 650+ teams across North America and found that companies who submit higher volumes of RFPs have better win rates.

The logical conclusion would be to submit a higher volume of RFPs to improve your RFP win rate. Right? Hold up - it’s not that easy.

How many times has all your hard work amounted to nothing because an RFP went out the door with mistakes? An intro page greeting, or client name is accidentally not removed from the previous RFP, or an incorrect product description is left in the document, diminishing your chances of winning that RFP.

This is not the only impediment to pumping out a higher volume of RFPs. The same RFP report sited, the number one problem with getting RFPs out the door is getting timely support from internal experts.

Managing accurate RFP content, spot-checking inserted content, getting experts to respond in a timely manner all make the RFP process …well, suck and ultimately impact win rates.

Every RFP lead needs to perform a final document review before submitting the response to find errors quickly and get RFPs out the door quicker.

RFP Final Document Review

RFPs go out the doors with errors for lots of reasons. What the human eye can miss, an automated RFP response and review process can catch. We call this the Final Document Review. 
Final document reviews typically occur once you’ve inserted content, completed all content reviews, filled in any variables, and made all the needed changes in your RFP response document. During an automated review, a wizard will sweep through the active document and find any unreplaced variables, incomplete sections marked for review, remaining comments, and tracked changes that have not been accepted/rejected (as seen in the image below).
Once the document is reviewed and all errors fixed, you can now turn it into a PDF or send it electronically via products like DocuSign. Streamlined RFP response tools will include these types of plugins into the software, making it just that much easier to get RFPs out the door faster.

RFP Response Software That Does the Job

Fixing items quickly and accurately are the two important factors for improving your RFP Win Rate.

Some enterprise-level RFP Response tools are expensive and require a lengthy onboarding process. Not the case with RFP Response Builder. While it helps you deliver professional and error-free RFP responses that are sure to beat the competition and win more deals, RFP Response Builder has two significant advantages over other RFP tools:

  1. RFP Response Builder is a built-in Microsoft Office, so it’s easy to learn and use. Don’t add another piece of disconnected software to the workload. Use a tool you are already familiar using.
  2. Day 1 Productivity - You can start using RFP Response Builder within an hour of downloading it. Start adding content with your very next RFP, then perfect your library and categorize your content as you go.

If you spend at least 5 hours a month finding content, cutting/pasting, and reformatting your RFP responses, RFP Response Builder may be the right fit for you. Discover how an automated RFP response software solution can dramatically reduce the time and effort required to respond to RFPs, producing polished, mistake-free response documents that help you win more RFPs in less time, hence increasing your win rate!
]]> https://rfpresponsebuilder.com/blog/2021/08/26/rfp-finalize-document-review-leads-to-higher-win-rates#comments 0 Ways to Optimize Your File Management Strategy https://rfpresponsebuilder.com/blog/2021/07/26/ways-to-optimize-your-file-management-strategy Mon, 26 Jul 2021 14:54:00 +0000 https://rfpresponsebuilder.com/blog/2021/07/26/ways-to-optimize-your-file-management-strategy
Responding to RFPs poses a very real challenge in managing project files.  On any given RFP, team members manage and share numerous files of different types, like Excel, Word, Visio, PDF, etc.  There is a multitude of benefits for good file management but mainly you get a much more efficient RFP process.  Reduce your frustrations by keeping these “best practices” in mind when considering improvements to your file management and RFP response processes.

Benefits of Good File Management

  • Less time wasted finding the right information 
  • Consistency across the team  
  • Reduce duplications of files, data and tasks 
  • Provides a broad view of the content available 
  • Easier to manage old content/data 
  • Easier to back-up the data 
  • A lot less frustrating 

Store Project Files in a Shared Location  

Because RFP responses generally are collaborative and involve several team members, it’s important to set up the folder structure in a shared location that can be accessed by multiple people, rather than on an individual’s hard drive. These days, there are numerous ways to do that.  We recommend Microsoft SharePoint On-Line.  

Create an Organized Folder Structure

The folder structure for RFP related files should be logical and easy to navigate. We suggest CUSTOMER NAME at the top level, and PROJECT NAME, PROJECT ID or OPPORTUNITY ID at the next level. The Customer Name should be the “short” version of the customer’s name (“Acme” instead of “Acme Corporation”).  It’s also import to have a way to ensure consistency in how customer names are listed  and you should have some means for ensuring this consistency.  You don’t want to have multiple folders with different variations of the customer name.    

Use File Naming Conventions

As with the folder naming structure, we recommend inserting the “short” version of the CUSTOMER NAME as part of the file name, followed by PROJECT NAME, PROJECT ID or OPPORTUNITY ID , then SITE NAME (if applicable), then FILE TYPE (“RFP Response”, “Original RFP”, “Proposal”, etc.) and finally VERSION NUMBER. A sample file name might be Acme-ID1465-Boston-Quote-V1.xlsx.

Back Up Your RFP Files

If your folder structure is created in a shared location, most likely that location is being backed up on a daily basis, if not more frequently. If users are saving RFP files to their local hard drive (not recommended) then it’s imperative that they use a software that backs up RFP files to another location.  Backing up sounds like common sense, but a lot of organizations miss this step.

Document Sharing

When looking to improve your RFP process and file management consider the importance of co-authoring.  Only being able to have one person work on a document at a time can dramatically affect the RFP response process.  Sharing files back and forth can slow down the process and can also create confusion and duplication.  Are you sure you’re updating the right version of the document?  Finding a co-authoring solution will take your process to the next level.

Enforce the Process or Use Automation

Good file management only works if the rules of the game are enforced – make sure files are being saved in a shared location instead of on individual PCs, don’t duplicate customer names, use naming conventions, etc.  This can be easier said than done.  The best way to enforce the process and get clean, navigable data is to automate the process.

A Better Way - Using RFP Response Builder

RFP Response Builder handles file management using our cloud-based Dashboard.  Additionally, all files are Auto-Named and Auto-Saved, taking the guess work out of how to list customer names, ensure the correct folder structure, and name your files consistently.  The Dashboard not only provides an interface to the shared location where files are stored but it provides data across multiple fields that can be used for Opportunity Management, Forecasting, reporting, etc.   
 
Keeping all the files related to an RFP organized and easy to find is an import part of an efficient process.
]]> https://rfpresponsebuilder.com/blog/2021/07/26/ways-to-optimize-your-file-management-strategy#comments 0 RFP Response Builder: The Secret to Winning RFPs https://rfpresponsebuilder.com/blog/2021/07/13/rfp-response-builder-the-secret-to-winning-rfps Tue, 13 Jul 2021 15:06:00 +0000 https://rfpresponsebuilder.com/blog/2021/07/13/rfp-response-builder-the-secret-to-winning-rfps
If you ever wondered if there was an easier way to respond to RFPs, there is.  RFP Response Builder takes the repetitive and time-consuming tasks out of the RFP process.

Easy to Use.

RFP Response Builder works within Word and Excel, making it easy to use and quick to learn for your users.  You can respond directly within the RFP by double-clicking to add content from the library.  No more endless searching through old RFPs for an answer you’ve already provided or spending countless hours reformatting the content.  You can also create standard templates for stand-alone RFP Responses that let you pull together specific responses using standard cover pages, company info, etc.

Easy to Manage.

Library content is managed through user roles.  Specified users are allowed to quickly add content by highlighting the content in Word, clicking the Add button and (optionally) assigning categories to the new content.  Managing content has never been easier.  You can sort content by modified date so you can see when content needs to be updated or refreshed.  Users can also submit content for review which flags the administrator(s) to review the content.

Quick to Get Started.

Unlike a lot of other RFP Response software and tools, RFP Response Builder is easy to implement and learn.  Content is kept in a Builder Library that all users have access to.  Adding content to the library is a breeze, and getting started is super-easy: you might simply start by adding new content to the library while you are responding to your next RFP, then easily categorize your content at a later time.  We chose simplicity and speed over a fancy 3rd party interface. RFP Response Builder’s features and functionality are built into the tools you use every day, so user adoption is maximized.

About RFP Response Builder

RFP Response Builder is an automated software solution that dramatically reduces the time and effort required to respond to RFPs. Tightly integrated with Microsoft Office, RFP Response Builder quickly produces polished, mistake-free response documents that help you win more RFPs in less time.
]]> https://rfpresponsebuilder.com/blog/2021/07/13/rfp-response-builder-the-secret-to-winning-rfps#comments 0