Staying productive while working remotely with a proposal software

Staying productive while working remotely with a proposal software

Tore Medhaug
19. Mar 2020 | 4 min read

Staying productive while working remotely with a proposal software

We are now in a difficult time period due to Covid-19. As a global responsible technology provider our CEO Eirik Gudmundsen has made an announcement for our clients, business partners and other stakeholders. You can read the statement here.

During these times, many of us including all of the Xait employees, are working from home.

Working from home in a short period of time is not difficult, but over time it can be challenging.

In a normal day-to-day in office environment, you have your routine and everyone knows what they are supposed to do at any given time.

If you are working on large and complex documents including bids, proposals or tenders you are in need of a good and flexible proposal software to help you win business, despite that everyone is working from home.

With a proposal software it should help you to solve your task easily, with higher quality faster. 

Since everyone is working from home, you will not have a 100% overview of where your colleagues are in the document process, and you depend on their trust. 

I.e. if you send an email to three of your colleagues late Wednesday and you do not name them in the email, and asking " can someone complete the task by the end of business on Friday ?"

I promise you, this will not happen. 

The reason why is human, your three colleagues will see the email that two other ones are included and most likely they will depend on someone else to do the task. 

A good proposal software should allow you to specifically name one person to do the task, and it should be easy to set the deadline. 

It should be possible for the person to make a comment if he/she can do so or not.

 

Having a built in reporting solution would enable you to see where you are in the document process and who haven’t started working on the section.

In these times we are in now, I can see many people on SoMe including LinkedIn suggestions to make proposals with a solution like Teams or SharePoint. 

Yes you can do so, but it is not a proposal software. If you are sharing documents or want to chat with a colleague you should continue to use those kinds of systems.

A good proposal software will let anyone work at the same document at the same time, and everyone knows the massive pain killer it is to compile documents into one document.

The best proposal software should automatically compile documents into one document, while it automatically takes care of formatting layout and numbering.

Read more: Everything you want to know about proposal software



Brukere XP_world wide
Image above: Many of us around the world are having home office these days. It is good to see our clients are actively using XaitPorter to collaborate across departments and regions.

5 key factors of choosing XaitPorter:

 

- Cloud based

Work on your document from anywhere, seamlessly with team members around the world.

 

- Custom layout

Create professional looking documents that follow your brand identity guidelines.

 

 - One document

Everyone works on the same document and edits different parts of a document at the same time.

 

- Auto formatting

With a proposal software,  there is no need for manual formatting or numbering.

 

- Reuse content

A proposal software is built on a database, which makes it easy to find and reuse content.

 

- Export your document

Export documents to stunning, professionally designed PDF or MS Word files.

 

download winning proposals

 

Tore Medhaug

Tore Medhaug

Tore holds a Technical degree and has a variety of business courses from BI Norwegian Business School. He has previously worked for different oil service companies and IT companies. Tore used to be Norway's biggest self-proclaimed golf talent, and also has a big passion for Ice hockey.

Follow our blog


We write professional blogs worth a read. Follow the blog for a sneak peek of the future!

You may also read


Work Smarter, Not Harder: One Solution and Automation

Dec 06, 2021 - Frank Sohn

Work Smarter, Not Harder: One Solution and Automation

One Solution for All Routes-to-Market Businesses sell directly to customers via their sales team, or they may..

Crack The Proposal Time-Saving Nut, Part 4: Use Your Team Time Wisely

Dec 05, 2021 - Cheryl Smith

Crack The Proposal Time-Saving Nut, Part 4: Use Your Team Time Wisely

We conclude our series of time-saving tips with the fourth part. Whether you use proposal writers or not,..

Crack The Proposal Time-Saving Nut, Part 3: Monitor and Control Proposal Time

Dec 04, 2021 - Cheryl Smith

Crack The Proposal Time-Saving Nut, Part 3: Monitor and Control Proposal Time

The time-saving benefits of centralized, proposal management-specific tools go far beyond secure team,..