Does RFP Software (Really) Work?

rfp=software

Let’s look at the software Proposal Managers use to write, track and monitor their responses to Request For Proposals. The Proposal Manager’s role also includes the development of Proposal software, Microsoft Word templates, checklists, forms and Excel spreadsheets to track all aspects of the bid process.

Proposal Software Skills for Bid Managers

For example, Business Proposal software will help you, the bidder, to:

  • Maintain a database of questions and answers for each bid
  • Maintain boilerplate text for each proposal
  • Create the award-tracking database
  • Prepare budget support documentation for all submissions
  • Ensure the bids are evaluated for compliance
  • Ensure that each requirements is responded to in the final bid
  • Establish development milestones
  • Managing the project calendar and team tasks
  • Review the proposal team at different stages
  • Schedule bid/no-bid meetings
  • Organize the graphic designers, proposal coordinators, and technical writers
  • Maintain proposal files, legal files and other related documentation
  • Track the status of multiple bids and coordinate the presentations if necessary

Do I need Proposal Software to write Bids?

I’ve worked in different size firms as a Proposal Manager. Some have been very successful with well-designed Microsoft Word templates, with good checklists, forms and spreadsheets the bid process.

Others used very complex and expensive procurement software. A lot depends on your budget and also what works best for you.

Sometimes the more expensive software can creates problems as you need to train staff, create new workflows and ensure everyone knows how to use the system. The learning curve may defeat the overall purpose.

What do you think?

Software or templates? Which works best?

About the Author: Ivan Walsh provides business proposal writing tips, tutorials, and templates on the Proposal Writing Course every week. Get his free proposal writing newsletter here.

Free and Premium MS Word, Excel and Apple iWork Templates

Acceptance Test Plan

Contingency Plan

Software Development Templates

Acquisition Plan

Conversion Plan

Software Requirements Specification

Action Plan

Cost Benefit Analysis

Software Testing

API Documentation

Database Design

Standard Operating Procedures (SOP)

Audience Analysis

Datasheet

Statement of Work

Availability Plan

Deployment Plan

System Administration Guide

Bill of Materials

Design Document

System Boundary

Business Case

Disaster Recovery Plan

System Design Document

Business Continuity

Disposition Plan

System Specifications

Business Plan

Documentation Plan

Technical Writing Templates

Business Process

Employee Handbook

Test Plan

Business Requirements

Error Message Guide

Training Plan

Business Rules

Expression of Interest

Transition Plan

Capacity Plan

Fact Sheet

Troubleshooting Guide

Case Study

Feasibility Study

Use Case

Change Management Plan

Functional Requirements

User Guide

Communication Plan

Grant Proposal

Verification and Validation Plan

Concept of Operations

Implementation Plan

White Papers

Concept Proposal

Installation Plan

Work Instructions

Configuration Management Plan

Interface Control Document

Software Development Templates

Acceptance Test Plan

Maintenance Plan

Software Requirements Specification

Acquisition Plan

Market Research

Software Testing

Action Plan

Marketing Plan

Standard Operating Procedures (SOP)

API Documentation

Needs Statement

Statement of Work

Audience Analysis

Operations Guide

System Administration Guide

Availability Plan

Policy Manual

System Boundary

Bill of Materials

Project Plan

System Design Document

Business Case

Proposal Manager Templates

System Specifications

Business Continuity

Proposal Template

Technical Writing Templates

Business Plan

Quality Assurance Plan

Test Plan

Business Process

Release Notes

Training Plan

Business Requirements

Request for Proposal

Transition Plan

Business Rules

Risk Management Plan

Troubleshooting Guide

Capacity Plan

Scope of Work

Use Case

Case Study

Security Plan

User Guide

Change Management Plan

Service Level Agreement (SLA)

Verification and Validation Plan

Communication Plan

Setup Guide

White Papers

Concept of Operations

Social Media Policy

Work Instructions

Concept Proposal

Contingency Plan

 

Configuration Management Plan

Conversion Plan