When it comes to business proposal projects, a challenge may be collaborating across different teams that have varying applications and document types.

The documents are often prepared in PDF format for uniformity and security purposes, but later, when the need for changes comes from the various stakeholders, editing or customizing the document can pose challenges.

A big question that comes up is: How do teams revise proposal information in an efficient manner and do it in a way that doesn’t recreate proposal documents?

Practically, many professionals transform the static proposal files into documents that are editable, allowing changes in the prices, scope of work, or language for the targeted clients.

For instance, taking a final proposal document and converting it into an editable document using a tool such as pdf to word will make it easier to collaborate or manage versions of the document.

Ultimately, it’s all about removing frictions in the proposal workflow process and not about the use of tools.

Picking file formats that can bend, being familiar with when file formats should be converted, saving time, reducing discrepancies, and allowing teams to focus on proposal development can all make a big difference.