Features & Functions

Proposal management software

Digitise your proposal process to create a scalable business that will win more projects.

Digitised Processes

Winning projects is a project in itself

Collaboration

Set your proposal team

Invite the entire consortium to your project to ensure the strongest possible foundation for cross-functional collaboration, both within your organisation and with external stakeholders.

Process template

Standardise the process

Convert your proposal process into a reusable template that you can activate as soon as a new procurement lands on your desk. This helps you avoid duplicate work on task descriptions and delegation.

GANTT

Track your process

Gain a clear overview of ongoing and upcoming proposal projects and stay one step ahead in your planning.

Handover

When the project is won

Convert your proposal process into project planning to ensure that key history and documentation are transferred to support effective planning.

"Using Orbit has reduced the time spent creating and maintaining sales documents such as CVs and project references, while ensuring consistent, error-free layout quality. Much appreciated."
Birgit Bondo
PQ coordinator at EKJ

Take your proposal projects with you on the go!

Update your activities from anywhere and stay informed about the progress of ongoing proposal processes.

Integrated documentation and quality assurance

Outlook plugin: Archive important mails you receive, for example, from the contracting authority. With a simple drag'n'drop in Outlook, key communication is saved directly to the proposal project and the relevant contact.
Deliverables: Define that a task or activity cannot be marked as complete until a specific document has been uploaded or updated and approved by a designated employee.
Submissions: Create a standardised workflow for the approval of proposal material that can be used by both internal and external teams.
Checklist: Implement a standardised check list in your proposal process to make sure all the demands from the proposal material are met.

Link sales documents to the proposal process

Get a structured competence library

CV'er & References

CV & Reference management

Sales documents for your proposal material

More features to support your proposal process

- File sharing
  Synchronise your project files locally and access them via File Explorer.
- Checkpoints
  Do specific tasks need to be completed before you can move forward with your proposal? Then checkpoints are ideal for you. Define both a relative and a fixed execution date.
- To-do lists and inline editing
  Edit deadlines, task owners or comment on tasks directly within your to-do list. This is a major advantage if you need to update multiple tasks at once.
- Risk analysis
  Work on your risk analysis in the context of up-to-date project data for a proactive approach to potential conflicts that could affect your chances of winning.
- Integrated CRM data
  Insights into historical data related to the upcoming collaboration can provide a valuable advantage when developing your proposal.
- Developed in Denmark - Hosted in EU
  Orbit is developed in Aarhus. Our servers are hosted by European partners on EU-based infrastructure.