Esker: Enhancing Efficiency and Accuracy in Proposal Management with XaitProposal

Introduction

To maintain its strong growth trajectory—with €178.6 million in sales in 2023 and a 14% annual growth rate—Esker recognized the need to modernize and streamline its proposal management process. Enter XaitProposal—a solution that has transformed Esker’s approach to creating and managing complex commercial offers.

From Tedious to Time-Saving: Esker’s Proposal Process Needed a Makeover

Before implementing XaitProposal, Esker’s sales and pre-sales teams relied on Microsoft Word to create proposals. This manual approach presented several challenges:

• Inefficiency – Proposals were created by modifying old documents, leading to tedious revisions and time-consuming approvals.
• Inconsistencies – The manual process resulted in formatting errors and lack of personalization, making it harder to present a strong and professional company image.
• Collaboration issues – Multiple stakeholders were involved in reviewing and validating proposals, slowing down the process significantly.

"Revising offers was tedious, required several validators, and a lot of time was wasted on formal modifications. The result was errors and a lack of personalization that failed to send a strong signal of expertise."

The need for efficiency, accuracy, and scalability in proposal creation became even more critical as Esker expanded and established two new sales teams.

From Manual Hassles to Automated Excellence with XaitProposal

After evaluating multiple solutions, Esker selected XaitProposal for its flexibility, advanced formatting capabilities, and ease of use.

"When we launched the consultation, we had two solutions in the running. The flexibility and graphic rendering of XaitProposal convinced us it was the right solution for Esker and our growth goals."

The implementation of XaitProposal brought immediate improvements:

• Faster Proposal Creation – Sales teams can now generate professional, customized proposals in just 15 minutes.
• Consistency & Accuracy – Our modular approach, powered by a carefully designed Multiple-Choice Questionnaire (MCQ), streamlines proposal creation by guiding writers through a structured process. This ensures accuracy, brand consistency, and efficiency—saving time while delivering well-structured, high-quality proposals.
• Improved Collaboration – The tool allows for efficient content management, reducing the need for excessive approvals and revisions.
• Scalability – With 30+ team members across sales, pre-sales engineering, and management using XaitProposal, Esker now produces 120+ complex proposals annually—with greater efficiency and precision.