QorusDocs Reviews

Pros

QorusDocs is, by far, the best Content Management / Proposal Management platform on the market today! We know, we switched from another well-known platform. We submitted an RFP to a dozen players, 8 responded, 5 made the first paper cut, 3 gave us sandboxes to play - and in the end, QorusDocs won on function, support and roadmap.

During our testing, we discovered that QorusDocs used QorusDocs to reply to our XLS RFP (not easy, right?)!

Wait, that's not all!

QPilot, QorusDocs' industry leading AI assistant, is smart and safe (permission based and grounded). On top of that, we can store proven/vetted prompts for our user to "just click on!"

I could go on and on...

Try QorusDocs and QPilot. Like us, you'll wish you switched sooner!!!

Cons

Nothing really to report here. Any issues that occur are always acknowledged quickly and either resolved or escalated amazingly fast.

Alternatives Considered

Loopio, Qvidian, Responsive (formerly RFPIO) and Ombud

Reasons for Choosing QorusDocs

Function, cost and roadmap (and Ray and Ché - they were/are very passionate and compelling)!

Switched From

Qvidian

Reasons for Switching to QorusDocs

Function, Support and roadmap. We were and to sandbox our top 3 vendors and QorusDocs won, hands-down!

Pros

Once our team underwent proper training through Qorus University, we found QorusDocs to be user-friendly and intuitive. I particularly appreciated the smart fields, and after mastering the application of smart rules, our efficiency and productivity significantly accelerated.

Cons

Getting started with QorusDocs was a prolonged process for us. We felt the need for more initial support, and it became evident that we required additional help from Qorus and an internal team member to focus on training, database creation and cleanup, and template building. Once we carved out the time to do self-guided training, we realized it wasn't as complicated as we thought. We just needed to do it! And Qorus gave us the additional support we needed.

Alternatives Considered

Loopio, Qvidian and Expedience Proposal Software

Reasons for Switching to QorusDocs

QorusDocs had the features and functionality we needed at a price point we were comfortable with. Also, the interface was user-friendly, and we were happy about the potential integrations. We also believed the company was still small enough to provide that personalized service we believed we needed.

Pros

The central hosting place for an entire global organization.

Cons

The fact that I have to reset my password every single time that I login.

Pros

Really like the knowledge library features and the ability to manage and access the content for efficient proposal generation within QorusDocs. I also like that it is integrated with MS Office suite...big plus.

Cons

Initial onboarding was difficult and somewhat confusing, but much improved once our Customer Success Manager took over.

Alternatives Considered

Loopio and Responsive (formerly RFPIO)

Reasons for Switching to QorusDocs

Main selling feature was integration with Office suite.

Pros

All of our sales content is in one easy to access location with add-on access from Word, Excel, PPT, & Outlook.

Cons

Keeping content up to date has always been a challenge, and when trying to push content through to approval it didnt always work and I didnt always know if content did not publish. But now we have a new version that has integration with Teams. This update has made it so much easier for my SMEs to review content, and for me to approve. Also, with the notifications through Teams I know right away that the workflow is working.

Pros

Access to proposal-ready content via add-ins in Office 365 (Word, PowerPoint, Excel, Outlook).Enables users to collaborate and track progress of work on complex RFP response documents.Proposal automation (templates, smart fields) and collaboration (assignments, pursuits) significantly reduces time and effort required to prepare high-quality winning sales proposals.Great integration with SharePoint which allows us to build a powerful repository of approved, reusable content.

Cons

There were some issues with setting up the workflow for expiring content alerts.It takes some time for users to learn how to use the tool (it's not super intuitive).

Pros

QorusDocs has many features, many of which we haven't adopted within our organization, and those that we have are well received by our user community. In particular, the way in which we use Campaigns on our UI instance is a sparky way to guide our users to specific libraries.The QorusDocs Add-in is way-cool and our users really enjoy it too.

Cons

Items from our 'wish list' have been implemented but one is outstanding which is the ability to put Campaigns in a preferred order rather than how they are raised. ;-)

Pros

Ease of use is key to obtaining buy-in from SMEs and to extend to other business functions.

Cons

Limited reporting features means that we have still have to use manual processes.

Pros

The cart allows you to combine and build a custom presentation quickly and find/replace custom fields with smart tags is a nice feature that can speed up development for users that are savvy to use it.

Cons

The platform is very slow on our end. It takes a very long time to preview files, view the cart, and utilize the functionality. The add-on also tends to be very slow to load. If a user does not have a license in the organization, they cannot retrieve presentation slides without help from a licensed user.

Pros

Great customer service! [sensitive content hidden]
is a rock star.

Cons

The lack of a true "Search" function in Knowledge Libraries

Pros

The QorusDocs implementation was great. Our on-boarding team led us through the process and elicited what they needed from us, each step of the way. The ongoing support is amazing. Our dedicated customer support specialist proactively schedules a meeting with us once each month. Work life is busy. It's not easy to dedicate time to solving problems with the technology and automation solutions we use. Having a recurring monthly meeting helps us get the most out of Qorus. With each iteration, we are better utilizing this software. These incremental improvements make for meaningful progress in the way that our Sales team creates and manages the proposal process at Parlance.

Cons

I find it hard to find the time to learn to create new automated templates on my own.

Pros

We used different software prior to Qorus, and I cannot express enough how much of an improved experience Qorus is compared to the other. Qorus is a valuable tool for our proposal team, especially with the co-authoring function, allowing for an unlimited amount of users in the document, and being able to save in real time. When implementing Qorus, our reps guided us and helped us quickly understand the functions of Qorus and how to align it with our workflow and processes. We were able to build our workflow into Qorus, allowing for faster communication within our team. He also helped us to find the best and most efficient ways to organize all of our content in the database. It is easy to search through the database and my favorite part is how I can populate right into the document, making it quicker to develop the best response. With some turnover on our team, the ease of Qorus has helped us quickly onboard new team members who are able to be using it right away. Additionally, the Qorus service team is always available for questions and quickly resolve any issues.

Cons

I think there are a few functions that could be upgraded in the future. One specifically is the allocation feature. I really like that we can allocate to SMEs right in the document, taking them to the questions they need to answer. However, when co-authoring the document, you cannot allocate to anybody and SMEs cannot save their changes.

Pros

Intuitive interface, and ease of use. Effortless content searching. Integration with MS 365 thus facilitating collaboration with other content writers.

Cons

Very occasional delays whilst opening large content. (This could be a server issue also)

Pros

The integration between QorusDocs and Microsoft 365 is amazing. The Word add-in is lightyears better than the add-in offered by our previous software. It's incredibly easy to insert content from our libraries into our proposals. Also, having SharePoint as our back-end content management system is a huge plus for our organization. Last but not least, the technical support is phenomenal with very quick response times. From the help desk to our customer success manager to our implementation team, we've been in good hands with QorusDocs and it's been a great working relationship.

Cons

We're very interested in using the Share and Track feature, but most of our PDF proposals have links that don't function in the display view provided by Share and Track. As a result, my organization is still on the fence about using it.

Pros

Ease of integration with existing business processes; ability to quickly and easily create templates and find/pull existing content into new proposals; Qorus Office Add-Ins

Cons

Limitations on number of search filters and occasional errors when trying to "fetch" content or use the assignments feature

Pros

Extremely efficient in the ability to pull in provisions when generating or revising contracts. Or pulling provisions/material into email on the fly when needed.

Cons

The ability to utilize and manipulate pdfs would be extremely helpful in the sales proposal process for our team due to how our marketing material is created/provided.

Pros

One of the few systems that works very seamless with Word, Excel, and PPT. Very easy to add content from the system to a working document. The ability to pull pitch information that is being tracked isn't great but the team they did create a custom report for us that was very helpful.

Cons

There are some performance issues with the on prem version when integrating with other firm systems.

Pros

Qorus helps automate, search and integrate well into various applications to streamline business needs!

Cons

We need to find out what information is current or old, tagging or giving a timestamp on information and being able to update it, seeing current and prior information is key.

Pros

Collaboration is the #1 factor for what I like about this software the most.

Cons

It's sometimes cumbersome with regards to the search functionality

Pros

The ability to pull content in from the add-ins on word, ppt, etc.

Cons

The lack of an analytical reporting feature within qorusdocs itself.

Pros

This software is helping us to standardized our documentation process

Cons

Once we create the document we can not reverse the process. Also Smart fields can not be renamed

Pros

QorusDocs integrates with our CMS to quickly and easily put together standard pitch documents and customized proposals. The tool allows those involved in a project to collaborate seamlessly. It has saved us a lot of time and effort.

Cons

The interface is not always super intuitive, but once you learn it, it's very easy to use.

Pros

Extremely responsive account team and customer service/care. I am also very fond of the data tags and business rules functionality.

Cons

I would like to see more flexibility with stitching together documents of different format, such as pulling together word documents and PDF docs seamlessly.

Sometimes having every document in word is simply not an option.

Pros

Ease of access
Integration with Microsoft Office tools
Ease of review and edit of the database

Cons

The time involved in adding question sets to the database
Inability to approve a block of standard materials upon review

Alternatives Considered

Qvidian

Pros

It is very easy to integrate with other software, such as Microsoft Word. The customer support and training was hands-on and excellent.

Cons

While it was initially slightly confusing to set-up, the customer service made integration smooth and easy.