Rules and ethics
Proposal software: assessing workflows and records
Proposal software assessment for England sales teams: test approvals, clause control, CRM links, audit exports, data residency and retention before buying.
Topic
compliance
Rules and ethics
What proposal software data protection means for England's sales teams
How UK GDPR and PECR apply to proposal and quoting tools in England, covering lawful bases, processor contracts, data sharing and advertising claims.
Rules and ethics
Seven rules and ethics points for proposal software compliance
Proposal software rules and ethics in the UK: data protection, direct marketing consent, advertising claims, BSI standards and anti-bribery guidance for sales teams.