Proposal Management

Managing your proposals is vital to ensuring a healthy and profitable new business pipeline. Proteus gives you the tools you need to quickly determine project viability based on budget, time, resources, and costs.

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Get a single view

Your proposals index organises your proposals into a single view that allows you to search, filter, and find required proposals quickly, no matter where they are saved on your shared drive.

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Single view of proposals - Proteus Project Management
Win more business - Proteus Project Software

Assess your success rate

Get an instant status update across all your proposals with the mini-dashboard giving you a snapshot of the number of proposals in progress, the number issued, the win rate, and their values.

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Allocate the right team and resources

During the proposal build stage, you can review the availability of key resources before you submit your proposal or begin your project, helping you manage team and client expectations.

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Add team resource - Proteus Project Software
Add notes - Proteus Project Software

Add notes for team members

A simple but useful feature, Create Notes allows you to make team collaboration and communication easier and more efficient. Use this feature to share important information with your team on Proteus.

Learn about team management in Proteus >

Want to find out more about how you can use Proteus to plan and manage proposals to win more business?

Fill out the form and we’ll contact you to discuss how we can help power your proposal management