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.
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:
Streamlined processes ensure that proposals are created, sent and actioned promptly, eliminating the need for signed paper copies and simplifying the approvals process.
Access and amend proposals via mobile devices to enable timely actions from anywhere, whether in the office, away travelling or working from home.
Advanced analytics expose data about transaction volumes, financial liabilities and vendor interactions to identify areas for improvement and assist with decision making.
The Qvidian FileBound integration allows organisations to automate any proposal workflow ensuring greater control, increased efficiency and better sales outcomes.
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.
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.
Contact our team today to discuss your needs and discover how our solutions could deliver big benefits to your organisation.