Access Evolution: Create Seamless, Paperless RFI, RFP and RFQ Management Processes
Managing requests for information (RFI), requests for proposal (RFP) and requests for quotation (RFQ) typically involves a series of time-consuming manual tasks. The challenges of managing paper-based and electronic documents slow communication with prospective customers, limits productivity and can limit the effectiveness of proposals.
Organizations like yours are overcoming these challenges with Access’s RFI, RFP and RFQ automation solution, powered by Access Evolution.
With Evolution, a powerful online forms and workflow suite, your existing and potential customers can submit an RFI, RFP or RFQ via a secure online portal, and easily append supporting materials. Evolution captures the required data and creates a usable document, which is sent via e-mail to the appropriate member of your proposal team. They can then access all the forms and accompanying materials needed to process the customer’s request in a timely manner. These are also auto-indexed in your document imaging or enterprise content/document management (ECM/EDM) system.
Benefits of this proven solution include:
- Create a seamless, paperless process
- Improve customer satisfaction
- Change proposal management from a reactive to a proactive process
- Eliminate paper-related delays and costs
- Collect validated information and interface it directly into business system records
- Archive copies of forms in the ECM/EDM system via native integration