What is the biggest bottleneck in proposal workflows?

I’m working on a tool aimed at simplifying proposal creation for RIAs and wealth managers, and I’d love input from those in the field.

From what I’ve observed:

• Proposals are often cobbled together manually, creating compliance headaches.
• Ops teams spend hours re-entering client data into multiple systems.
• Inconsistent proposal quality slows down client acquisition.

If you’re in the trenches:

• What’s the single most frustrating part of the proposal process at your firm?
• Do you see it as an operational burden, a compliance issue, or a growth bottleneck?
• What would make you say: “this workflow finally feels modern”?

Hoping to gather a range of perspectives before we lock down our roadmap. Thanks in advance.