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 sections of content and add those to your proposal template. Data-driven sections like experience or people details are automatically populated.

Set up for how you work

We don't make you work in locked down templates, you can add sections to your own template documents or previous proposals whichever works for you.

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?


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