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Proposal Management and Production System (PMAPS)

Proposal Software

Meridian for RFP Analysis is an indispensable tool for proposal departments seeking to streamline their RFP analysis and compliance matrix generation processes. The software saves time and effort by automating the process of analysis and matrices, ensuring accuracy, completeness, and standardization consistently delivered with a manual approach. As a result, users can now focus on substantive issues instead of administrative tasks.

Users have reported dramatic improvements in the speed and accuracy of RFP analysis with the software. As a shred tool, Meridian creates checklists and cross-reference tables from RFPs automatically, allowing proposal managers to distribute the information quickly to subject matter experts. Meridian has been instrumental in reducing proposal completion times, from one to three days down to just a few hours. Furthermore, technical support is rapid and responsive, ensuring that any issues are addressed promptly. 

Thanks to its capabilities, Meridian for RFP Analysis has become an excellent investment for many users who find it essential for their department's smooth functioning. It is the go-to software for RFP management essential to ensure accuracy in response preparation while freeing up valuable time for other duties that require more attention.

Meridian for RFP Analysis is a sales proposal automation software solution offered by XRSolutions.

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Silver

Gold

Free

Bronze

Jotform

Meridian for RFP Analysis

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Meridian for RFP Analysis Analyzing Tables

XRSolutions

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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Meridian for RFP Analysis

Overview

What is Meridian for RFP Analysis?