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Improve Your Business Proposal With SharePoint Proposal Management Solution

Posted by Sas Chatterjee on Oct, 20, 2022 02:10

SharePoint proposal management is an excellent tool for managing documents and proposal information. However, it does not provide the tools needed to automate the proposal development work. It is not designed to drive work and manage the work. Yet, this is where productivity comes in.

The system is not designed to drive work and manage the work. Yet, this is where productivity comes in. When SharePoint is used out-of-the-box for these purposes, organizations get robust document management that they can apply to manage the information of proposals. 

But that is about it. You do not get the actual automation of the proposal development work. The system is not designed to drive work and manage the work. Yet, this is where productivity comes in.

SharePoint has an out-of-the-box solution for creating proposals in its Document Library feature, which allows users to create content such as meeting minutes or summaries from spreadsheets into a document library which you can then publish to other sites within SharePoint (or outside of it).

What is SharePoint Proposal Management? How SharePoint Engages Your Customers

SharePoint proposal management is a process that companies use to manage and assist in completing a proposal. Setting the timeline, submitting the last proposal, and everything in between are all included.

Handling SharePoint proposals is a crucial step in winning over a new customer. Microsoft proposal software typically contains but is not limited to, details about the vendor, evidence of understanding of the business requirements and workable solutions, the technique for solving them, team structure, price structure, and quality procedures because high-quality deliverables necessitate cooperation between various departments.

The responsibility of a proposal manager is to plan and construct a proposal response (RFI, PPQ, ITT, RFP) and assemble a proposal team with the essential skills to create and submit a successful proposal. In addition, the duties include developing and implementing the proper proposal governance and processes. To succeed in this highly connected role, you have to be capable of working under stress and sticking to deadlines.

Many companies have used SharePoint throughout history as they have found it helpful in managing their proposals better than any other solution available now.

proposal management process

Four ways to manage Microsoft SharePoint proposals

SharePoint proposal management is an essential part of a company’s bid process. Keeping your proposal on time, on budget, and with a high-quality product or service while cooperating with multiple interdependent teams, including sales, marketing, project delivery, quality control (QC), operations, and senior management.

In this article, we’ll discuss tips for effectively managing SharePoint proposals so that you may outperform the competition and ensure you’re delivering a high-quality product or service on time and within budget.

Here are some tips for managing your SharePoint proposals:

  • SharePoint is the perfect solution for managing proposals and project management. Managing proposals can be time-consuming, and SharePoint’s collaboration tools make it easier. SharePoint allows teams to collaborate on proposals without worrying about managing files or messages being lost in the ether. Teams can easily add documents to a proposal using the same interface for adding content to any other document library. SharePoint also has automated features that streamline the process of managing proposals, such as workflows, process optimization, and removing possible bottlenecks.
  • Use standardized, current proposal formats that the firm has accepted. Online evaluations and management dashboards are accessible for the duration of the proposal. Create a proposal that is easy to understand, with the necessary detail to ensure your customer knows exactly what they are buying. Make sure you have a well-written contract that lays out all the terms and conditions of your offer and any additional information or add-ons that may apply to their business needs.
  • Productivity and quality have grown as a result of the program. Review and approval times have been reduced by 65%. Role-based security restricts access to price data, references, proposal papers, and any other private information you want to keep private. Microsoft SharePoint can be a unified document management system for your organization that allows all employees to access files from anywhere in the world using the web browser or mobile device of their choice.
  • In addition to being an effective means of collaboration and communication between individuals within an organization, Microsoft SharePoint can also help reduce costs by reducing printing costs and paper consumption because documents are shared online rather than being printed out individually by each employee who needs them at their desk or printer! The ability to securely share information with others while keeping it private ensures that only approved users will have access to sensitive information, such as financial records or proprietary information about new products being developed by your company or clients; this helps keep confidential information secure from prying eyes!

How proposal management software cuts proposal preparation time

You’re missing out on a huge benefit if you’re not using SharePoint proposal management software. Preparing for a sales pitch can take hours from your employees’ day to gather all the necessary information and ensure it’s ready. 

Gathering assets, waiting on information, and compiling everything together is time-consuming for every individual sales pitch. And once the proposal is finished, there’s no guarantee that the process will be any easier next time.

Your sales staff may use Microsoft SharePoint portal proposal automation software to build templated proposals, distribute documents across many platforms, and interact with colleagues and clients worldwide. This reduces the amount of time required to produce and distribute tailored proposals, allowing your company to be more effective by saving hours of valuable staff time.

dbceec CleanShot Slite Project Proposal Template Project Proposal Template at

Creating An Effective Proposal Schedule For Your Client

When you’re planning a proposal, it helps to understand where you will do the work and who will be doing it. We recommend creating a portal proposal schedule to ensure the proposal is delivered on time and at optimal quality.

A portal proposal schedule is one of the first things you should establish for your proposals. This calendar directs your team’s timeframe and ensures you complete your final submission as efficiently as possible.

You should specify dates for significant achievements and events in the proposed timetable. For example, the Blue Team, Green Team, Pink Team, Red Team, and Gold Team reviews, as well as the related author dates and times, are included in these milestones for the most significant work.

We typically work backward from the delivery date to establish a proposal schedule. Therefore, always provide enough time for production, book check, final editing, and delivery. Additionally, make an effort to save 10% of your time in case anything unanticipated happens, like a system crash or a family emergency that needs to be handled right now.

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Create A Proposal Outline & Compliance Matrix In SharePoint

Regarding SharePoint proposal management, the most important thing is to organize your affairs completely. To do this, you need a proposal outline and compliance matrix. This document maps each of the RFP’s requirements back to you for the team may be specific, the proposal’s overview you are addressing all requirements in our response. 

Section numbers, headers, page allocations, assigned authors, and related RFP sections are specified in the proposed framework and compliance matrix. Unless otherwise indicated by the RFP, always arrange components in your outline according to the requirements for your proposal.

Add more headers if the assessment criteria do not neatly match the instructions. Then, if required, fill in any applicable SOW or other RFP parts. For example, this is often required in the technical and prior performance portions.

Always adhere to the RFP’s order to make the review more accessible, regardless of whether you or your team find it logically sound. To make the compliance mapping for the evaluators simple, use wording that is quite similar to the RFP. If the Government’s numbering system is prominent, you may also provide this information in parenthesis after each heading to make evaluation easier.

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Choosing A Proposal Management System For Your Organization

SharePoint Proposal management software is essential to any organization’s proposal process, but it can be hard to choose. There are two main types of software:

Small Business System

Small businesses have several difficulties, particularly when controlling their money and meeting customer requests. In addition, the labor required to expand a firm and ensure it can pay its bills may overwhelm small enterprises. A product created exclusively for small enterprises like yours is Microsoft proposal software. It includes straightforward tools, pre-made pieces, templates, and standard procedures. The majority of small businesses have typical bidding requirements, which may be readily met by this fantastic tool.

Enterprise System

You are aware that creating a proposal requires time if you have a large project. That period may be longer if you discuss specific projects with unusual requirements. Enterprise software enables you to quickly and accurately define processes, including proposal submission, consolidation, approval, and certain proposal parts. We’re talking about a few lines of code that can significantly improve your capacity to do these activities, making it more straightforward for you to earn money.

Why should you choose EPC Group for SharePoint Support Services?

The system is not designed for many organizations to drive and manage the work. Yet, this is where productivity comes in. SharePoint is an excellent tool for managing documents and information related to proposals. But it is not made to automate the proposal development work. Yet, SharePoint can still maximize its full functionality if you can take maximum advantage of the built-in tools in its system.

Support services for SharePoint are more than just a way to take the load off your IT department. They’re a way to help your entire organization—from your internal team to your end users—get the support they need to work well and stay productive.

When SharePoint crashes, it can be challenging for everyone in the organization—from IT to line-of-business users—to understand what happened or why. Even if you can identify the problem, you might not have enough time to obtain every piece of documentation necessary to assist others in fixing it. That’s where we come in. Either we can take over support for your whole SharePoint environment, relieving you of day-to-day SharePoint administration, or we can operate as an extension of your internal SharePoint administration team, taking on duties and providing support for the business.

Let's Get to Work Together!

Talk to our Microsoft Gold Certified Consultants

Contact EPC Group

Call for help:

(888) 381-9725

Email Us:

[email protected]

Head Office:

4900 Woodway Drive - Suite 830 Houston, Texas 77056

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<div class='gf_browser_chrome gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_51' > <div class='gform_heading'> <h3 class="gform_title">Subscriber - Downloadables - Azure Sentinel Use Cases</h3> <span class='gform_description'></span> </div><form method='post' enctype='multipart/form-data' id='gform_51' action='/improve-your-business-proposal-with-sharepoint-proposal-management-solution/' ><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LeGGqIgAAAAACeaWDr0LrEXPuk3w3j9nILrHaSZ' data-tabindex='0'><input id="input_89589fe2d3178f5fd614d1bb49b4f165" class="gfield_recaptcha_response" type="hidden" name="input_89589fe2d3178f5fd614d1bb49b4f165" value=""/></div> <div class='gform_body gform-body'><ul id='gform_fields_51' class='gform_fields top_label form_sublabel_below description_below'><li id="field_51_7" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_51_7"><div class='ginput_container ginput_container_text'><input name='input_7' id='input_51_7' type='hidden' class='gform_hidden' aria-invalid="false" value='https://www.epcgroup.net/improve-your-business-proposal-with-sharepoint-proposal-management-solution/' /></div></li><li id="field_51_4" class="gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_51_4"> <div class="description_data"> <p class="dp_one">Subscribe to our newsletter and get this downloadable content <strong> for free<strong>.</p> </div></li><li id="field_51_8" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_51_8"><label class='gfield_label' for='input_51_8' >Full Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_8' id='input_51_8' type='text' value='' class='large' placeholder='Full Name*' aria-required="true" aria-invalid="false" /> </div></li><li id="field_51_2" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_51_2"><label class='gfield_label' for='input_51_2' >Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_51_2' type='text' value='' class='medium' placeholder='Enter Your Valid Email Address*' aria-required="true" aria-invalid="false" aria-describedby="gfield_description_51_2" /> </div><div class='gfield_description' id='gfield_description_51_2'>Please enter your correct email address. You will receive an email to download the PDF.</div></li><li id="field_51_5" class="gfield gfield_html gfield_html_formatted field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_51_5"><div class="note_description"><p><i><strong>NOTE: </strong>We will never send you spam or pass on your email address to any third party. You may choose to opt-out at any time.</i></p></div></li></ul></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_51' class='gform_button button' value='Subscribe &amp; Download' onclick='if(window["gf_submitting_51"]){return false;} window["gf_submitting_51"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_51"]){return false;} window["gf_submitting_51"]=true; jQuery("#gform_51").trigger("submit",[true]); }' /> <input type='hidden' class='gform_hidden' name='is_submit_51' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='51' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_51' value='WyJbXSIsIjEwNTJhNGVmMWMyNzI3YTJmMjdiZTA1NjU4ZDMzYzY3Il0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_51' id='gform_target_page_number_51' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_51' id='gform_source_page_number_51' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div>
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<div class='gf_browser_chrome gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_50' > <div class='gform_heading'> <h3 class="gform_title">Subscriber - Downloadables - Understand Azure Digital Twins</h3> <span class='gform_description'></span> </div><form method='post' enctype='multipart/form-data' id='gform_50' action='/improve-your-business-proposal-with-sharepoint-proposal-management-solution/' ><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LeGGqIgAAAAACeaWDr0LrEXPuk3w3j9nILrHaSZ' data-tabindex='0'><input id="input_51b35b8322cbea00fdb063db81305b64" class="gfield_recaptcha_response" type="hidden" name="input_51b35b8322cbea00fdb063db81305b64" value=""/></div> <div class='gform_body gform-body'><ul id='gform_fields_50' class='gform_fields top_label form_sublabel_below description_below'><li id="field_50_7" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_7"><div class='ginput_container ginput_container_text'><input name='input_7' id='input_50_7' type='hidden' class='gform_hidden' aria-invalid="false" value='https://www.epcgroup.net/improve-your-business-proposal-with-sharepoint-proposal-management-solution/' /></div></li><li id="field_50_4" class="gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_4"> <div class="description_data"> <p class="dp_one">Subscribe to our newsletter and get this downloadable content <strong> for free<strong>.</p> </div></li><li id="field_50_8" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_8"><label class='gfield_label' for='input_50_8' >Full Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_8' id='input_50_8' type='text' value='' class='large' placeholder='Full Name*' aria-required="true" aria-invalid="false" /> </div></li><li id="field_50_2" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_2"><label class='gfield_label' for='input_50_2' >Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_50_2' type='text' value='' class='medium' placeholder='Enter Your Valid Email Address*' aria-required="true" aria-invalid="false" aria-describedby="gfield_description_50_2" /> </div><div class='gfield_description' id='gfield_description_50_2'>Please enter your correct email address. You will receive an email to download the PDF.</div></li><li id="field_50_5" class="gfield gfield_html gfield_html_formatted field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_5"><div class="note_description"><p><i><strong>NOTE: </strong>We will never send you spam or pass on your email address to any third party. You may choose to opt-out at any time.</i></p></div></li></ul></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_50' class='gform_button button' value='Subscribe &amp; Download' onclick='if(window["gf_submitting_50"]){return false;} window["gf_submitting_50"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_50"]){return false;} window["gf_submitting_50"]=true; jQuery("#gform_50").trigger("submit",[true]); }' /> <input type='hidden' class='gform_hidden' name='is_submit_50' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='50' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_50' value='WyJbXSIsIjEwNTJhNGVmMWMyNzI3YTJmMjdiZTA1NjU4ZDMzYzY3Il0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_50' id='gform_target_page_number_50' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_50' id='gform_source_page_number_50' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div>
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<div class='gf_browser_chrome gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_43' ><div id='gf_43' class='gform_anchor' tabindex='-1'></div> <div class='gform_heading'> <h3 class="gform_title">Subscriber - Powerbi e-book</h3> </div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_43' id='gform_43' action='/improve-your-business-proposal-with-sharepoint-proposal-management-solution/#gf_43' ><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LeGGqIgAAAAACeaWDr0LrEXPuk3w3j9nILrHaSZ' data-tabindex='0'><input id="input_34f3c85bb7795aceac1a1b6a0130ead2" class="gfield_recaptcha_response" type="hidden" name="input_34f3c85bb7795aceac1a1b6a0130ead2" value=""/></div> <div class='gform_body gform-body'><ul id='gform_fields_43' class='gform_fields top_label form_sublabel_below description_below'><li id="field_43_7" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_43_7"><div class='ginput_container ginput_container_text'><input name='input_7' id='input_43_7' type='hidden' class='gform_hidden' aria-invalid="false" value='https://www.epcgroup.net/improve-your-business-proposal-with-sharepoint-proposal-management-solution/' /></div></li><li id="field_43_4" class="gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_43_4"> <div class="description_data"> <p class="dp_one">Subscribe to our newsletter and get the first three chapters of the eBook for <strong>free<strong>.</p> </div></li><li id="field_43_6" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_43_6"><label class='gfield_label gfield_label_before_complex' >Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name' id='input_43_6'> <span id='input_43_6_3_container' class='name_first' > <input type='text' name='input_6.3' id='input_43_6_3' value='' aria-required='true' placeholder='First Name' /> <label for='input_43_6_3' >First</label> </span> <span id='input_43_6_6_container' class='name_last' > <input type='text' name='input_6.6' id='input_43_6_6' value='' aria-required='true' placeholder='Last Name' /> <label for='input_43_6_6' >Last</label> </span> </div></li><li id="field_43_2" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_43_2"><label class='gfield_label' for='input_43_2' >Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_43_2' type='text' value='' class='medium' aria-required="true" aria-invalid="false" aria-describedby="gfield_description_43_2" /> </div><div class='gfield_description' id='gfield_description_43_2'>Please enter your correct email address. 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