Q: Hello, 1.
How is it different from nusii.com?
2. What do you mean by AI and Email here? Where do they fit in workflow?
3. Since you are allowing to delete projects to free slot, can I export information? Also how will I send RFP to client, through email, if yes in PDF or word format?
4. Are there any sector wise templates based on best practices, for example those being used by leading companies.
5. Is client user or my internal team user?
6. How will I collaborate since generally RFP requires to do collaborate work with internal and in some cases even client? What is this knowledge library?
7. Is this solution dealing with RFQ (Request for quote) as well in some way?
Thanks
robin-garnham
May 15, 2024A: Hi there,
I'll reply to each point separately - let me know if any follow-up questions or clarifications needed :)
1. They are proposal creation software. We're focussed on responding to questionnaires. It seems like the two could be used side-by-side to great effect.
2. Our AI is helping you find the best content from your Answer Library for the current question you're working on. Email integration allows users to reply to questions from their email (instead of opening the tool)
3. Yes, when you are finished the project, you can export back into the original documents (https://www.pearler.ai/guides/export-project/)
4. Your responses are your own content, being placed into the Customers document (we aren't proposal software)
5. Internal team members (people who access the tool) are measured users. Projects are responses to a customer (although one customer may have multiple projects if you are bidding on different work for them)
6. Pearler supports 'per question' chat threads, with email integration (mentioned above), question assignment and more (https://www.pearler.ai/guides/collaboration-overview/). The Answer Library tracks your responses and is able to suggest them for subsequent projects. (https://www.pearler.ai/guides/answer-library-overview/)
7. Yes, people use Pearler for RFQ's, but we don't have a quote builder or calculation parts
I hope that clears everything up, let me know if you. Feel free to email me as well robin@pearler.ai
Thanks
Robin