As the final step in a pursuit, client presentations often need a supporting document to drive home key differentiators, reiterate the value proposition, and even identify meeting attendees with photos and titles.
Whether you are using templates for a placemat, slides, or building a handout document, QorusDocs' AI Assistant, QPilot, helps you pull together relevant content from your pitch document in a simple and straightforward way.
Client presentations typically reiterate the most critical information from the pitch document, so accessing the proposal and pulling it into the presentation must be seamless. From the executive summary to bios and team photos, QorusDocs' AI software makes it easy to get to first draft.
When cataloging completed documents, teams can access presentations by client name, win/loss status, dates, key words, and any other identifying criteria, right alongside the proposal document and any other materials used.
"Collaborative experience in building pitches. With our firm, we are located in different parts of the world, so this is very useful for us with building pitches. I also like the support we receive from the Qorus team especially when we need to work on improving our internal processes using the tool."
Just like your proposal document, your entire team can contribute, edit, and make notes at the same time, in real time, accommodating collaborators in all time zones.
Then, your document owner resolves conflicting comments and publishes the final version, saving time and getting to final draft faster.
"QorusDocs integrates with our CMS to quickly and easily put together standard pitch documents and customized proposals. The tool allows those involved in a project to collaborate seamlessly. It has saved us a lot of time and effort."
