Dynamic Content Creator

The Dynamic Content Creator dynamically configures, combines and pushes different types of content to Microsoft Word outputs such as proposals and statements of work. Content can be configured in many ways, including…

• Based on user inputs or answers to discovery questions
• Triggered by specific types of solutions or part numbers configured
• Inserted ad hoc by a user for a particular quote or proposal

The Dynamic Content Creator can be used to…

• Drive solution configuration based on answers to a list of discovery questions
• All-at-once automate product configuration, labor configuration, proposal content and statement of work content based on answers to discovery questions
• Enable users to select from a built-in list of prospect needs and issues – and dynamically insert additional needs/issues – and push that content to proposals and other outputs
• Guide users through the process of building a compelling executive summary for the proposal that addresses the prospect’s specific challenges and needs

Content Types include:

• Bullets and sub-bullets
• Paragraphs
• Headings
• Tables
• Images

Administrators can set up “stock” content elements and program content configuration rules. Users can go beyond the stock content by dynamically inserting ad hoc content on a quote-by-quote basis.

User Instructions

Users can dynamically insert content into any Dynamic Content “block”, which looks something like the following with the Content Types listed in the last column on the right:

Select one or more rows within the Dynamic Content block, click Insert on the SDA menu, then select the type of content you’d like to insert:

If you select multiple rows before inserting content, SalesDoc Architect will insert that number of rows of the selected Content Type.  If you choose to insert “Image”, SDA will ask you to browse for the image file that you’d like to incorporate into your output.

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