RFP team writer

How To Spot Red Flags in RFPs

The weight of an RFP response process is not a light load to carry! The amount of time, energy, communication, and resources required from you and your team should always be taken into account before making the decision to respond to an RFP. Though the process stays the same from

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Asset management firm meeting

How To Find the Best RFP Software for Asset Management Firms

The job of an RFP team is never truly complete. With each proposal that comes in, there is a constant flow of information that needs to be verified, updated, and distributed. For asset managers, the challenges of managing and maintaining an ever-evolving content library, while providing a clear audit trail

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How to Collect Feedback from Your Team about your RFP Process

Establishing a predictable, repeatable process for responding to RFPs is vital for your team to work efficiently and win business. And as your organization grows, your team evolves, and you become more experienced in responding to RFPs, your process may need to change – for the better of course! Responding

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How Proposal Tools Can Help Your Business

How proposal tools can help your team save time and win more business. You just finished up a call with a prospect and you’re scrambling to send them a customized proposal by the end of the day. Or someone on your team recently sent a proposal with outdated information about

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Employee Spotlight: Lindsey Bohlender

Based in Denver, Lindsey runs the RocketDocs training program and provides professional services consulting. As a former RocketDocs customer herself, she is great at understanding the customers’ needs and helping them get the most out of our product. What did you do before you came to RocketDocs? Before RocketDocs, I

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Employee Spotlight: Minesh Tailor

This week’s employee spotlight features RocketDocs Sales Operations Analyst, Minesh Tailor. Based in Austin, Minesh joined the company earlier this year and has been quickly streamlining our sales processes. What did you do before RocketDocs? Before RocketDocs, I worked in sales, most recently as an Account Executive for another tech

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