Proposal Generator

Responding to RFPs can be an arduous process. For most law firm marketing departments, the majority of proposal preparation time is spent compiling content and dealing with formatting issues rather than crafting tailored messages for individual prospects. Without an automated approach to compiling the basics, firms may miss an opportunity to create the specific message that will win the business. Proposal Generator allows marketing professionals to spend less time searching for content and more time understanding client needs and demonstrating relevant firm experience. In a few simple steps, firms can leverage a centralized marketing database to create custom proposals with the most up-to-date firm content.

Proposal Generator also includes proposal tracking and reporting features that let marketers track results by practices, teams and individual lawyers. Integration with leading contact management systems allows marketers to keep a complete, accurate and up-to-date picture of the firm’s business.

With Proposal Generator firms can:

• Manage Firm Marketing Content from a Central Location 
  Proposal Generator offers a centralized database to manage all available marketing and business development content. To further streamline efforts, leverage existing content, such as attorney bios, practice group descriptions, and publications, created in other Elite Business Development Suite applications, such as your web site. Within Proposal Generator, users can create, edit, and restructure content relevant to specific business development activities and tailor content for individual opportunities.
• Leverage Flexible Proposal Templates
  Create templates for the firm’s most frequent proposal and marketing document needs including complex proposals or simple practice descriptions, representative cases and attorney biography one-sheeters. For each template, organize the types of content and structure, and apply a consistent formatting and style.
• Create Microsoft Word Proposal Once content has been selected, a Microsoft Word-based proposal is generated, allowing the firm to make any additional modifications necessary to customize the proposal for the prospective client.
• Track Proposal Activity
  Proposal Generator allows the firm to track proposal activity and analyze opportunities over time. Report on proposal results by practice group, originating attorney, client type, deal size and other key fields.
• Distribute Access to Pre-Approved Materials
  With the ‘Create A Packet functionality’, the firm can allow attorneys and staff to quickly produce brochures, deal lists and attorney bios. By distributing this functionality through Proposal Generator, the firm can allow certain individuals access to the information whenever they need it, but also be confident that all the materials leaving the firm are accurate and approved. Packet activity tracking log ensures that marketing stays abreast of all packet generation activities.
• Create Global Proposals
  Proposal Generator, when combined with Hubbard One’s Content Globalization module, provides multiple language support, enabling the firm to generate proposals in a variety of languages. Templates can be created for each language, allowing the firm to cater the look and feel, as well as the paper type (e.g. A4) and language, for a non-English speaking audience. Creating a non-English proposal uses the same easy process as creating an English proposal – no extra training is required.