Best On-Premises Proposal Management Software

Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!

Stop the RFP fire drills. Optivalue.ai is the AI-powered Proposal Management platform that transforms your response process. Automate the heavy lifting of drafting proposals, RFIs, and security questionnaires, and free your team to focus on the strategy that wins bids. Reduce drafting time by up to 90%. Our AI connects to your knowledge base to generate accurate, source-verified answers in minutes. Every response is backed by a precise citation (document, page, date), so you can build your proposals with complete confidence. Optivalue.ai also drives continuous improvement by analyzing your content for gaps and suggesting updates. Strengthen your team's expertise with every proposal you submit. Enterprise-grade security (GDPR, ISO, HIPAA compliant) protects your data. All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

CuViBox is a corporative CV database where companies can search for specific professional profiles and then export them to custom office formats, automating part of the process of generating commercial propossals. Employees and applicants can upload their CVs themselves. Each employee can have multiple CVs in different languages or with different focus areas. The commercial team will be able to use advanced filters to locate CVs and export them to office with just a few clicks. New templates can be created directly using MS-Office. HR people can manage the employee database, track the CV update status and launch CV update campaigns. They also get statistics on knowledge and experience accumulated in the company. With the projects and clients database, CV updating will be easy and semi-automated. Other features included: custom fields, CV tracking campaigns, statistics, projects and clients database, GDPR management,... On-premise version available!

Intelligent project based cost estimating and proposal pricing from Twenty5 for companies running SAP to bid commercial projects (and estimate capital projects) faster, more accurately and with more confidence. iPE from Twenty5 helps you drive top-down and bottom-up costing and pricing, combines the art and science of project planning and cost estimating, and leverages the combined power of your team and your data to create realistic cost models that include factors and formulae, based on our powerful algorithms running on SAP HANA to mine your ERP data. Mitigate three-point estimating, risks and exploit opportunities to deliver more profitable programs by calculating risk-adjusted cost and margins, and track execution risk and management reserves. And once you win your project, track estimated vs. planned vs. actual / EAC costs and revenues with our powerful project forecasting, change control, risk and issue tracking and status tools which come fully integrated with SAP.

Meridian for RFP Analysis is a reliable request for proposal (RFP) management solution for state, federal, and local bids. Available with on-premise deployment and supports Windows operating systems, Meridian for RFP Analysis helps your organization by providing critical proposal artifacts needed to develop a winning proposal. By leveraging Meridian for RFP Analysis, you can create comprehensive proposal outlines and perform efficient requirement analysis on any RFP document. Available on all our products at a per license, annual agreement and includes the following benefits. Unlimited Phone Support. Unlimited email Support. Major version upgrades at no cost. Priority notification of product updates. Access to weekly training webinars. Invitations to Beta testing and product round tables. Build a compliance matrix and cross references with Meridian for RFP Analysis.

Privia is the government contractor’s go-to solution for developing high-quality, stand-out proposals faster and easier. What makes Privia unique? Privia is designed specifically for the proposal team; to facilitate the process workflow, synchronize the teams assignments and deadlines, and empower team collaboration. Over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.

The hybrid workplace is here to stay, and the companies that embrace its opportunities will be poised to find the most value. The Solution Engineering Tool, or “SET” for short, is software that enables the success of your organization’s business pursuit teams through the essential activities of the business acquisition lifecycle. It is a force multiplier to your company’s overall business growth. SET helps business development, capture management, and proposal executives do the necessary strategic thinking to win federal, state & local, and commercial bids, even recompetes. SET is available as a cloud (i.e., on-demand) or on-premises software and is just in time for the “future of work” today. With SET, you can sharply and concisely answer the most important question when submitting a competitive bid. Government contracting companies can spend significant time and effort developing opportunities/capturing plans for strategic pursuits.