Why Qntrl for your presales process?


Track the entire process and have all relevant information documented in one place. Know what needs to happen next and who's involved, and manage and prioritize workload.


Follow up with a prospect's request easily via the third-party communication channels integrated with Qntrl. Understand their requirements, address them, and stay on top of things at all times, without any hurdles.


Reduce human intervention by automating time-consuming tasks, such as field updates, approvals, SLAs, and notifying prospects and other teams.


Increase the efficiency of your sales process and, as a result, increase conversion rates. Every bid is auto-assigned to the presales member with the right technical expertise, so that sales team can focus on the commercial side of the deal.


Document your analysis about a prospect or a bid (meetings, feedback, notes) and share and access this contextual information across the teams involved, to arrive at the right decision for closing the deal.

Time Saving

Manage and prioritize bids, and get things done on time. Set up deadlines and due dates for every activity involved in the bid, up until its final submission and closure.

Sample presales process in a few simple steps

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Request submitted by sales manager

The sales manager submits a request upon arrival of an RFP, filling in details like the prospect name, industry, services required, etc.

RFP sent to presales manager

Once the sales manager creates a card, the presales manager gets notified with an automated email or message, via a preferred third-party platform.

RFP qualification check

The presales manager analyzes the RFP to check if it is under the scope for the company to take up. If so, they qualify the RFP and assign it to a team member to draft a response. If it's not in the company's scope, the customer is informed and the card is closed.

RFP response drafted

Once the RFP is qualified and assigned to a team member, they draft the RFP response and send it to the manager for their approval. If approved, it is sent to the sales manager for submission. Otherwise, it's sent for modifications to be made.

Closing the card

After the RFP response is submitted, the team awaits the results. If the bid is won, a contract is signed and the card is closed. If not, the card is closed saying "Bid lost".

Qntrl is flexible

  • Create various requests to participate in bids easily, depending on the structure that best suits your organization or department.
  • Log all the bidding requests automatically as cards, irrespective of their source, such as emails or forms.
  • Retain all the documents and files related to the RFx in one place, and access them instantaneously, with ease, whenever required.
  • Assign every RFx automatically, based on its priority or type, to the presales team member with the right technical expertise. Save time by responding to the ones with the earliest deadline first.

  • Keep your discussions on comment threads and maintain all relevant information in the same place, for future reference.

  • Send automatic notifications and alerts to your team members, as well as your prospects, via email or chat apps like MS Teams, Slack, or Cliq. Keep everyone up to date with all relevant information.

  • Utilize our built-in reports or create your own process-specific reports to analyze the presales process, find which stage takes the longest, if a particular team member needs training, and more.

Not all presales processes are the same

— Choose the one that best suits your organization —

Take a look at Qntrl

Qntrl is the world’s #1 Workflow Orchestration Software. See why

  • Centralization & Visibility
  • Process Compliance
  • Workflow-Centric Collaboration
  • Process Automation
  • Reports and Dashboards
  • Process Mapping
  • Process Extensibility
  • Enterprise Security
  • Centralization & Visibility

    Centralized requests, Unparalleled visibility

    Streamline incoming service requests, and maintain rapid response times. Define roles clearly, and protect requests from duplicate efforts and embarrassing cross-fire. Personalized views let helpdesk agents see their queue based on ticket status, assignee, group, or other conditions.

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  • Process Compliance

    Ensure execution standards

    Have well outlined service SOPs and ensure that all agents understand what is expected of them at every stage, and know how to appropriately respond in any given situation. Ensure compliance through built-in audit trails, reporting of exception events, and automated corrective actions.

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  • Workflow-Centric Collaboration

    Collaboration: when you need it, where you need it

    Real-time conversations demand real-time answers. Get quick access to anything you need to help respond to a customer including account details, purchase history, and past conversations. Get things done faster by notifying all stakeholders through any chat application.

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  • Process Automation

    Make repetitive manual work a thing of the past

    Automate canned replies, or alert a manager if a customer sends in a bad satisfaction rating. Route pre-sales queries to the business development team, and product specific queries to respective departments automatically. Automate workflow steps, document or PDF generation, and more.

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  • Reports and Dashboards

    Improve Operational KPIs

    Analyze number of requests received per day, number of requests closed per user, average response time, average handle time, and more with bespoke, dynamic reporting module. You can also use the report builder to generate your own reports, and schedule them based on your preference.

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  • Process Mapping

    Orchestrate, Visually

    Build flexible and scalable business processes- returns processing, field service requests, annual maintenance service, and such- tailored to meet the requirements of your business. Our workflow designer also includes advanced features like parallel transitions and common states.

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  • Process Extensibility

    Make Qntrl even more powerful

    Connect Qntrl with your existing tools - Salesforce, HappyFox, Shopify, and more - for seamless data flow. APIs, Client and Server Scripts are some of the options that will help you tailor Qntrl to your own needs. We also have a gallery of ready-made third-party integrations.

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  • Enterprise Security

    Designed for Enterprise

    Get all the advantages of a cloud-based platform with the security you’d expect from an on-premises system. Field access privileges, data encryption, and role-based access controls keep your sensitive information safe. Audit capabilities help you figure out who-did-what-when.

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