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Explore All Features – From Business Case to Close.

Discover every capability in the QorusDocs + Shark Finesse platform, organized to help you find exactly what you need — all powered by the latest AI technology.
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Accessible AI Platform
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Accessible AI Platform

A secure, connected solution for value selling, proposal creation, and RFP management, built to work where you work, bringing teams, tools and content together.

  • Centralized and Scalable: AI cloud-based platform built for distributed teams across business development, sales and proposal teams, with real-time co-authoring, version control and intuitive, role-based access.

  • Secure & Compliant: Built on Microsoft Azure and Azure OpenAI with SOC 2 Type II compliance, private AI usage, role-based access, and single sign-on.

  • Integrations: Sync pursuits, templates and opportunity data with Salesforce, Dynamics CRM, Microsoft 365 native experience and other legal tech solutions, like Litera and Intapp.

  • Analytics and Performance Insights: Track usage, engagement, win/loss trends,content effectiveness and ROI impact from a unified dashboard.

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Automation and Intelligence

Automation and intelligence that handle the heavy lifting — so your team can focus on strategy, creativity, and client engagement.

  • Value Storytelling: Automatically generate ROI narratives, executive summaries, and board-ready reports using prebuilt or custom calculators.

  • Proposal & RFP Automation: Draft personalized proposals and responses from CRM data, call transcripts, or past content, and build them into branded templates in minutes.

  • Smart Opportunity Assessment: Use AI to score bid/no-bid decisions, extract requirements, identify risks, and spot competitor-targeted RFPs.

  • Intelligent Content Discovery: AI-powered search and recommendations to find and reuse the most relevant, winning content across your library.

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Customization & Branding

Adapt every business case, proposal, and RFP response to your unique brand, industry, and client needs.

  • Customizable Templates & Layouts: Build or adapt templates for professional services industries, regions, or clients, with full data integration.

  • Visual Storytelling: Embed infographics, charts, screenshots, and other visuals that bring your value story to life.

  • Brand-Ready Outputs: Apply your company’s logo, colors, and typography across reports, presentations, and spreadsheets.

  • Tailored Value Calculators: Adjust ROI models, terminology, and metrics to match your solutions and sales approach.

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Collaboration

Bring sales, proposal, technical and subject matter experts together in one connected workspace, wherever they work.

  • Task & Workflow Management: Assign sections, track progress, and manage approvals with built-in delegation for absences.

  • Real-Time Co-Authoring & Feedback: Collaborate directly in documents with commenting and input requests.

  • Live Content Capture: Save high-quality responses, data, or customer insights for future reuse during active projects.

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Measurable Insights

Turn every business case, proposal, and RFP response into measurable insight. See what resonates, where teams gain efficiency and how value impacts revenue outcomes.

  • Engagement Analytics: Understand how clients interact with your proposals and value reports, including page views, time spent, and the content that drives interest.

  • Win-Rate & Performance Metrics: Track win/loss trends, cycle times, content effectiveness, and the pursuit patterns that correlate with higher success rates.

  • Value Impact Visibility: Connect ROI models to downstream proposal outcomes and see how quantified value influences decisions and accelerates approvals.

  • Team Productivity Insights: Measure automation impact, SME workload, content reuse, and time saved to improve efficiency and optimize future pursuits.

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Why It Matters

From proving value to delivering winning proposals and RFP responses, every feature in our platform is designed with one goal: to help you win more business, more efficiently, and with less friction for your teams.

  • Shorter Sales Cycles: Identify high-value opportunities earlier, prove ROI faster, and move deals forward with confidence.

  • Higher Win Rates: Leverage AI, automation, and proven content to deliver more accurate, personalized, and competitive submissions.

  • Lower Costs & Greater Efficiency: Automate repetitive tasks and reuse winning content to scale without adding headcount.

  • Better Buyer Experiences: Present clear, credible business cases and on-brand deliverables that resonate with decision-makers.

Why Teams Choose QorusDocs over the competition

Chris Sanford
“With QorusDocs, we’ve vastly improved the consistency and quality of our pitches and proposals. Searching for content is easier and productivity has improved — the central repositories, templates, and built-in branding have been gamechangers for us.”

Angelina G.

Senior Executive, Top Tier Law Firm
67% Arrow Up
Legal pitch volume rose 67%—the highest of any industry.
Chris Sanford
“Since implementing the QorusDocs AI proposal management solution, TRC experienced more than a 11 percentile-point increase in win rates in the Strategic Proposal Group alone.”

Dr. Stephen Galatis

VP of Strategic Proposals, TRC
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Of organizations complete proposals faster with QorusDocs.
Chris Sanford
“QorusDocs makes us more efficient and gives our people back valuable time. By simplifying collaboration and streamlining the content management workflow, we can focus on creating innovative solutions and strengthening client relationships.”

Jon Kelly

Strategic Growth Director, WSP UK
60% Arrow Up
Productivity increase in proposal teams after centralizing content.

Harness AI + humans to prove value, deliver standout proposals, and win more.

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