Automate proposals & drive sales

Create professional proposals and route actions automatically with the power of Qvidian

If you use Qvidian to automate your proposal generation then you will find our FileBound – Qvidian integration simply mind-blowing. The Qvidian FileBound integration allows organisations to automate any proposal workflow ensuring greater control, increased efficiency and better sales outcomes.

When a Qvidian client implements a FileBound Solution to automate their sales proposal workflows they are then also able to use the FileBound platform to automate many other document lifecycles. Examples of this are AP Automation, HR Automation and Contract Management.

Check out the video below that demonstrates a proposal being routed from Qvidian to FileBound for approval, submission to the client using DocuSign and loading back into Qvidian once approved and signed.

Are you looking to integrate Qvidian into your automated workflows?

Benefits

Whether part of a broad-ranging information management initiative or a localised project-based one, FileBound & Qvidian help streamline processes for your organisation to save time, reduce costs and boost efficiency:

Remove bottlenecks

Streamlined processes ensure that proposals are created, sent and actioned promptly, eliminating the need for signed paper copies and simplifying the approvals process.

Easy access

Access and amend proposals via mobile devices to enable timely actions from anywhere, whether in the office, away travelling or working from home.

Increased visibility

Advanced analytics expose data about transaction volumes, financial liabilities and vendor interactions to identify areas for improvement and assist with decision making.

Improve service

The Qvidian FileBound integration allows organisations to automate any proposal workflow ensuring greater control, increased efficiency and better sales outcomes.

Reduce costs and delays

Proposals enter the FileBound solution quickly, are routed automatically, and are accessible from anywhere, reducing resource costs and eliminating the need to manage paper files.

Free up space

FileBound takes the paper out of your office, freeing up valuable physical space by storing documents electronically and reducing the costs of moving, filing, securing and storing paper.

Drive success with FileBound’s range of solutions

Contact our team today to discuss your needs and discover how our solutions could deliver big benefits to your organisation.