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How to Choose RFP Management Software

- Lauren Daitz

Proposal management is a complex field with inputs from multiple team members at different levels of the organization, various departments and divisions, and sometimes countries and languages. You need a solution that helps manage content, interact with your subject matter experts, and helps project manage your proposals. How do you decide? What factors should you consider? Lauren shares some data on the value of an RFP management solution for all teams, takes a close look at the features, and helps guide you on your decision journey.

How to Choose RFP Management Software


About Lauren Daitz

Lauren Daitz is an APMP-certified proposal industry veteran with 17 years of experience in proposal management, leading teams and winning business! She specializes in managing small proposal teams that make a big impact, leveraging best practices and technologies to deliver impactful results.  Lauren is passionate about the proposal management profession and has spoken about small team best practices and previously served as a board member of the Liberty Chapter of the APMP. 

Currently, she oversees proposal management, sales support, and contract management for the recognition division of HALO, the most successful promotional products, corporate apparel, and recognition company anywhere.


  • Introduction
  • The Benefits of Proposal Management Software
  • Analyzing your situation
  • Features to Consider
    Issuing an RFP? (how to decide)
  • Convincing Management
  • Conclusion / Q&A
How to Choose RFP Management Software

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