PMAPS is a proposal management platform and is available as installed software or in a cloud-based version.
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PMAPS is a proposal management platform and is available as installed software or in a cloud-based version.
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- Free/Freemium Version
- Premium Consulting / Integration Services
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- Tech Details
- Having used two competing proposal management systems, I can honestly say that PMAPS wins hands down. We have streamlined the management of content so that we are always providing the most current, accurate responses to every RFP question our clients and prospects send to us.
- Adding new content to PMAPS is a breeze! With a minimum of clicks, you can upload new responses directly into the database so that your proposal team members are continually reinventing the same responses.
- With a continually growing proposal team, the ease with which new users can quickly learn how to use PMAPS is a huge plus. I don't have to devote tons of time training new users. It's a very intuitive interface.
- No matter the format of the proposal (Word, Excel, web submission), PMAPS works with me to make responding *almost* enjoyable
- My PMAPS client services manager keeps track of our requests for enhancements and before I know it, they're incorporated into the next release.
- For instance, responding to Excel questionnaires that use multiple worksheets requires a little bit of maneuvering to ensure all worksheet tabs are complete. I sent my client services manager a question, to make sure I wasn't overlooking an easier way to do it, and she added our request for improved functionality to their enhancements roadmap
- Preview of the Question and Answer
- Ability to categorize by main topic and sub-topic
- It would be nice to be able to filter out categories even further than main topic/sub-topic
- partial keyword search
- More refined search ability
- Searching for boilerplate material--PMAPS allows you to search by keywords, as well as filter by categories (e.g., implementation, training, company information, etc.) I set up all the categories, subcategories, audience types, etc. We used to spend a significant amount of time searching for previously written information, but now we can find it within seconds. I only use it to search for information stored within PMAPS, but you can also set it up to point at other places to search for information as well.
- Manage proposals--PMAPS has a dashboard that lists all of the proposals I'm working on as well as key information that I want to have available for each of them. You can decide what information you want to show on your dashboard (I use mine to show due date, production date, review date, salesperson for proposal, etc.) It is very convenient to have all of that information available at a glance. PMAPS also has a built-in calendar that will show you key dates for all of your proposals.
- Generate custom documents--PMAPS allows you to set up templates that you can use to generate documents. You can set up forms that allow yourself or other users to specify what information should be included in that document, and then PMAPS will generate the document based on how users respond to the questions (e.g., what references to include, what products to list, etc.).
- Word Replacement--PMAPS allows you to set up codes that will automatically be replaced with the correct term when you generate the proposal. For example, in our boilerplate information, any place where I would want the final proposal to say the prospect's name, I use the code <>. Those codes are automatically replaced with the prospect's name for that proposal when either I generate a document or when I simply select the icon that searches for and replaces codes.
- Easily edit boilerplate documents--PMAPS allows you to easily edit boilerplate information. You can select a document one at a time, or you can select a whole bunch of documents at once (simply by doing a search and/or filter to limit the results to the documents you want to edit) and download them onto your computer, edit, and then re-upload.
- Store material--PMAPS allows you to store Word, Excel, PowerPoint, and PDF documents.
- Storing and managing proposal assignments--PMAPS will store your actual proposal document and allow you to send off assignments to other writers/contributors. However, we've had some issues with it crashing a lot in the past and no longer really use that feature, instead just storing the proposal document on our own computers and sending out assignments via email. I *think* they may have fixed that in this current version . . . I've only tested it out a little bit and had good luck so far, but nothing extensive.
- Downloading multiple documents--As mentioned in my earlier comments, you can easily download lots of documents at once. However, instead of having to search and filter my results to get the exact right combination I want to download, I would prefer to be able to do a slightly more broad search and then use a checkbox to select the ones I actually wanted to download, if not all. But that's a pretty minor thing.
- PMAPS allows me to store the questions and answers from RFPs, ensuring that if a similar question is asked on a future RFP, I save time because I'm able to quickly pull up the answer from the PMAPS database.
- I love the cloud! In a few steps, I can upload the Excel or Word questionnaire and then select both the question and answer and voila...I've just created a new record!
- The program is extremely user friendly. Using key words to search for an answer is that much easier when I can use various filters.
- The database allows me to quickly locate answers for questions I'm asked by other departments.
- I can use PMAPS to keep track of the RFPs I've worked on, their titles, the products offered, the sales persons involved and a host of other helpful information. This also makes it so much easier to run reports.
- There are times when I'm having a problem and I call the general line and have to leave a message and then wait for someone to call me back. I'd like to be able to speak with a live person every time.
- I'd like to see the program handle Excel documents with the ease that it handles a Word document.
- The Keyword Search feature keeps me from remembering "What category did I put that response in?". Typing in one or two words or the full sentence really helps me to quickly track down the response I am looking to use. Extremely helpful and gets me to the data in a blink.
- The insert option gives you several ways to get the content you found into your response. I absolutely love the fact the I can select part of a record and copy and paste it into my document. This allows great flexibility in creating a custom response while using a strong foundation.
- I use main dashboard page as my project tracker. Everything that I work on that pulls content from company, product, support, and implementation categories, get's listed here. I have one source that stores all my approved content and I don't worry if the text is still valid, the expiration date feature lets me know when to have my content re-approved.
- Tracking the response feature is a huge time-saver. When you add a new answer to the system, you can identify which proposal the answer was used in, which helps me to find past proposal documents that use a similar line of questioning quicker, enabling me to re-purpose content, quicker, enabling me to finish my response quicker.
- Inserting new content is time consuming. Adding one question and response is not, but when you have 20 new responses to add, and adding each one individually takes too much of my time.
- The tool allows insertion of all or part of an answer, and tracks this use by writer, date and RFP. Not all proposal tools offer this capability.
- Administratively, the tool is very flexible/agile. I've been able to help different teams set up fields/processes to meet their unique requirements without inconveniencing other teams. I have also set up temporary fields to track progress on short-term projects.
- Bundling of the documents for export/review is also quite handy. I've recently been able to share this capability with a few colleagues on the team who could use this feature, rather than having to request from the admin each time they need an export.
- Reporting is flexible as well. I also like being able to export into excel directly from search results.
- Help desk support is usually pretty quick. My users in different countries have varying levels of admin rights on their computers, different operating systems, browser versions, etc. When one of them has an issue, PMAPS Support is usually able to pinpoint the cause pretty quickly.
- The ongoing webinars they offer monthly are great to either learn something new, or get a refresher on something you haven't done in a while.
- User permissions are pretty flexible as well. Admins don't have to assign users to a pre-set level of rights. Permissions can be tweaked per user.
- The Viewer: we understand its purpose, its benefits, and its limitations as set by its interaction with Microsoft Office. However, it does seem to be inconsistent from user to user. For instance, I seem to never have an issue; however, others seem to have malfunctioning Viewers every few weeks. Its "sensitivity" is probably the single complaint my users have.
- Dashboard for tracking workload of an employee/group of employees
- RFP reporting (completed rates, win rates, turnaround time)
- Very user friendly for completing RFPs
- The process to extract and relink updated data could be more user friendly
- Stores database responses
- Keep track of who the subject matter expert was for a response
- Keeps responses in a organized manner
- This may already be a feature, but it was not one we used if it was - it would be great if it was an RFP builder as well
- Store RFP templates
- Control over user accounts - more specifically, permission and restriction levels. We have a diverse user base that has a need to access the application in different ways. The content organization structure we developed in conjunctions with our ability to set user and group-level permissions/restrictions, allows our administrators to effectively setup accounts that are specific to a user's role/need.
- The ability to Filter. We have over 10,000 database entries so our ability to navigate through a large amount of content is critically important. We tell our users, regardless of how you start your search, use filters. So much of the information our user's are looking for (regardless of their role) is specific to a Line of Business (medical products, Dental Products, etc.) or topical areas (Billing and Enrollment, Claims Processing, etc.) so by giving them the ability to filter out the information that is not applicable to their search, we get them to what they need much quicker.
- Apply attributes to each entry and having the ability to choose what those attributes are. Reporting is a critical component to the work we do. Having the ability to decide and alter the names of attribute fields is important and allows us more control/ownership of our content.
- Beyond some of the basic functionality of enhancement suggestions, the number one recommendation I can provide to PSI is for them to internalize subject matter experts who know RFPs, the specifics/current state of proposal development, and most importantly partner with their clients to truly understand the need that's out their. Often, we get the sense that the focus during our interactions with the vendor is for purposes to up-sell or advertise enahncements for purchase rather than listening to a clients concerns and/or needs.
- I love that PMAPS allows you to see right away how many proposals you have and displays when they are due and who the primary proposal writers are.
- Another great strength is that PMAPS allows you to assign employees to proposals and lets you choose due dates throughout the process.
- I love the way it opens up communication. As a proposal writer, you know which rep and other key people you will be working with. I shows everyone involved who is on the team and everyone's responsibilities for each unique proposal.
- The fact that PMAPs hold a ton of information is great. It can be hard at times to sort through it all so I will the sorting could be done a bit differently so that information will be a bit easier to find.
- While the layout is simple enough, I believe it needs to be updated in design and also speed.