At Flowcase, we’re all about harnessing the power of automation to simplify the proposal process for bid teams. A cornerstone of our approach is the use of templates - a feature that enables the bulk creation of proposal documents in just a few clicks.
What are templates?
Templates utilize Flowcase’s structured database setup to export profile data into a range of flexible formats. We work with clients to help them create two types of templates: branded and bid-specific. Branded templates are those used in proposal submissions and pitch decks. They're professional, consistent, and styled to your brand. Bid-specific templates, on the other hand, are designed specifically for formats requested by potential clients. With these templates, you can more easily put forward large teams, all with uniform formatting, while also streamlining future RFPs from the same client.
How do templates help?
Unsurprisingly, one of the key benefits of both template types is that they empower bid teams to respond to proposals quicker than ever. In fact, more than half of our users leveraging templates reported saving over 50 hours per month in their bid process. That's 50 hours that could be spent fine-tuning your bid, or strategizing on bigger-picture marketing initiatives.
However, templates aren't just about saving time. They're about maintaining consistency, increasing customisation, and ensuring your branding stays intact. They're also about reclaiming your sanity. No more copying, pasting, and reformatting legacy documents, while tearing your hair out in the process.
Download our whitepaper to learn more
This is just a taste of what Flowcase's templates offer. For the full picture, we encourage you to download our whitepaper. In it, you'll find additional insights and examples, plus a detailed, step-by-step guide to implementing templates in your own firm.
