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ProposalForce

Answer your RFPs quickly and repeatably

Overview

This app allows users to create, search, and categorize RFP/RFI/RFx answers, track the status of RFPs and questions, assign them to users, and generate documents from questions and answers.

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  • ** Maintain a searchable, categorized knowledge base as a source of truth for RFP/RFI/RFx answers.

  • ** Easily search, filter, append and edit knowledge base answers to RFP/RFI/RFx questions, including custom compliance answers.

  • ** Track progress and generate finished documents.

ProposalForce brings the benefits of Salesforce and the Lightning Platform to the RFP process. With its modern, intuitive design, ProposalForce RFP answers are * repeatable * reportable * searchable * trackable * maintainable In a single console view and with just a few clicks, users can search and filter trusted knowledge articles, grab the most applicable text, customize it for a particular question, and link it to a question. Progress bars and status indicators mean managers and users can immediately see the progress on individual questions and on entire RFPs. RFPs and questions can be assigned to users and in-console chatter feeds aid in collaboration. Install note: Due to a known limitation in packages, code referring to Data Categories cannot be packaged into AppExchange apps. Instead, to use Data Categories in ProposalForce * navigate to this GitHub page (https://github.com/ryemcc/DataCategoryTreeBuilder) * click the “Deploy to Salesforce” button * follow the install instructions

Categories

Business Needs
Document Management
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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