At Compendium, years of relying on Microsoft Word and email attachments were catching up with them. They needed a more efficient way to create and manage their proposals.

“Not only was our sales team using out-of-date collateral, but necessary operational elements—like our situation analysis—were being left out of proposals,” said Max Yoder, Compendium’s Content Manager. “As marketers, we needed more control over our team’s proposal creation. At the same time, we didn’t want to be an impediment to such a time-sensitive process. There had to be a balance between control and efficiency.”

With TinderBox, Compendium’s marketing department now creates proposal templates that keep the proposal process simple for the sales team. The templates contain up-to-date collateral and important information for prospects. This streamlining has sped up proposal creation, and allows sales reps to create high-quality proposals in record time.

“Our marketing department gives us the templates for our various packages, we customize them with relevant files and collateral using TinderBox’s content folders, and I save a ton of time,” said Nick Murray, Compendium’s Senior Business Development Manager. “I used to spend thirty minutes hacking together old proposals from old Word documents. Now, my proposals look more professional, and I can create them in five minutes.”