Proposal builder

Problem description

In times of intensive business development activity, we noticed that many of our conversations with prospects were slowing down when it came to writing a concrete work proposal.

We also noticed that many of our proposals had some fundamental sections in common, like Who we are, How We Work, our Points of Contact, or similar projects we’ve worked on. Basically, all of the information about ourselves.

How the tool solves the problem

We created a simple interface that groups sections into building blocks, and allows for an easy and quick proposal creation process by simply selecting some of these blocks to include in the proposal.

This allowed our commercial effort to focus into the specific elements that pertain to the project at hand, and the client’s needs, and brought our time-to-proposal from a nearly a week down to a couple of hours.

Having this tool replace a basic folder in a virtual drive also enabled us to create some artifacts to manage and track proposals in various states: drafts, sent, lost, won.

Roadmap

A comprehensive visualization of the timeline and milestones for the proposed project.

Mermaid diagrams

The builder incorporates JavaScript based diagramming and charting to map out components.

Case studies with gallery

The builder easily incorporates case studies to showcase similar experiences that are relevant to the proposal, including a gallery of related images.