Introduction

How easy is it to create complex proposals and to response to tenders? How many individuals are involved? Employees from different departments (or different companies) either to write, to supply information or to approve (parts of) the document? This in combination with strict deadlines and the effects of errors, inconsistencies and last minute stress often lead to very complex internal processes.

Uniplicity for Proposals offers a content driven collaborative editorial system used to create proposals with a large pool of contributors and ensures that the creation process is structured and well managed. 

Creation of proposals

Using a friendly wizard all variables are entered into a pre-defined document template. Based on your choices, the wizard adds workflows with the appropriate users and approval cycles. Required variables can automatically be extracted from other systems like CRM, Excel or other systems. All users involved get automatically a notification (email) that they are part of a tender team and are invited to start working on their tasks in the process. Through a workflow users can add and comment on the content of the proposal until a final version is ready to be signed and approved by the appropriate levels. 

A publication engine will than print a paper version for signing. If needed, specific data from the final tender can than be inserted automatically in other systems like project management tools, CRM systems, financial systems and the like.

Uniplicity for Proposals ensures automated versioning, consistency of all recurring data throughout the document and offers a structured, efficient and reliable creation process with the help of a sophisticated workflow engine. 

The Uniplicity for Proposals Software suite of solutions is effective in many different industry situations for many organizations dealing with regular proposal creation and administration. It will help your organization to meet deadlines and to increase efficiency.