Proposal Automation

Create proposals from the data you already have.

OnePlace brings together data from your core systems to give you valuable client knowledge you can use in proposals and CVs. Which just makes sense.

Word or PowerPoint

Generate proposal content where you're comfortable, in Word and PowerPoint. The OnePlace Proposal Builder panel allows you to quickly and easily locate pre-built content blocks and add these to your proposal document. Data-driven components like experience or people details are automatically populated.

Set up for how you work

For maximum flexibility, you can base new documents on templates or previous proposals, whichever is more efficient.

Add any of the following sections to your proposals with a couple of clicks:

  • People profiles
  • Matter/Experience Descriptions
  • Practice and office descriptions
  • Project breakdowns
  • Fee and pricing tables
  • Diagrams and images

Want to know more?

 

Let's Chat

Email: info@oneplace.global

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