We’ve created a series of webinars to help SalesDoc Architect Managers or Administrators learn how to customize their setup and use the Architect Manager application.
Introduction to Architect Manager (watch the 37:33 video). This webinar introduces you to the major features and functions of Architect Manager, including the “get started” tasks that new clients – or new admins within existing clients – need to know to start administering and customizing SalesDoc Architect.
Adding Word Doc Sections to SalesDoc Architect: Tips, Tricks and Traps (watch the 8:15 video). This webinar shows you how to add Word document sections to SalesDoc Architect’s document library so that they can be included in Word proposals, statements of work and other outputs that you can generate from SalesDoc Architect.
Adding Contracts and Multi-Use Docs to SalesDoc Architect (watch the 35:04 video). This webinar shows you how to add contracts and other Word docs as new SDA outputs. We also show you how to add “multi-use” doc sections that appear in a variety of outputs through the use of SDA’s powerful Doc Types and DocType Groups. As an example, we show you how you can add a contract doc section to the document library and then output that doc section as a stand-alone contract or as part of a scope of work (SOW) or proposal/SOW combo output. This webinar is targeted to current SDA Managers/Admins as well as prospective CorsPro clients who wish to see how new Word outputs are added to SalesDoc Architect.
Auto-Configuring Products and Services with SalesDoc Architect (watch the 39:25 video). Find out about SalesDoc Architect’s ‘smart automation’ – a unique and highly efficient approach to solution configuration and document generation that saves time, reduces errors and fuels bottom line profits. This webinar demonstrates how SalesDoc Architect auto-configures products, services and document content based on the core solution configuration. We also show you an example where peripheral products, services and document content are auto-configured simply by importing a list of parts from a manufacturer’s pricing/configuration tool. We then show you how to implement this automation.
Auto-Calculating Labor with SalesDoc Architect (watch the 38:24 video). During this webinar we discuss various methods that you can use to auto-calculate labor in SalesDoc Architect. We cover several approaches that vary in sophistication, from a simple approach that bases labor on a percent of MSRP, to a more detailed approach that calculates labor on a part-by-part basis – plus a couple of approaches in between – and discuss how you can vary the approach by product line and combine multiple approaches within an individual deal. This webinar is targeted to current SDA Managers/Admins as well as prospective CorsPro clients who wish to see how labor calculations can be automated within SalesDoc Architect. You can download the labor approaches worksheet referenced in the webinar from here.
Creating Excel forms and reports using SalesDoc Architect (watch the 32:40 video). During this webinar, we show you how to create Excel-based forms and reports using SalesDoc Architect. We also show you how to add Excel outputs to your SDA outputs menu so that users can easily generate them.
Increase Profit Margins with Scopes of Work (watch the 28:00 video). See how SalesDoc Architect’s smart automation can assemble detailed Scopes of Work (SOWs) to properly set expectations with customers and prospects and prevent job margin erosion that can occur when expectations aren’t clearly set. During this webinar, you’ll learn about:
Drive Sales with Financing Options in SalesDoc Architect (watch the 27:09 video). In this webinar, learn how you can use financing options (including for managed services) to drive sales and customer loyalty. You’ll learn how SalesDoc Architect can help you to…
Creating Order from Chaos: Auto-Saving SDA Quote Files (watch the 33:56 video). Using the automatic file-saving functionality within SalesDoc Architect saves you and your users time, ensures consistency and makes it easy to find the quote files you need. Simplify your backups, simplify your quote file management, and get your SDA implementation ready to take advantage of the upcoming new SDA integrations with CRM and opportunity management. In this webinar, you’ll learn:
SalesDoc Architect’s Structured Cabling Functionality (watch the 38:00 video). This webinar introduced SalesDoc Architect’s new structured cabling functionality that is available (at no additional charge) to clients subscribing to the Pro Edition of SalesDoc Architect. The webinar shows you how you can quickly and easily configure complex cabling solutions, then generate descriptive proposals or statements of work within seconds. The new cabling functionality uses a building block approach that gives users the ability to create sub-assemblies containing typical cabling products and services. The sub-assemblies can then be used as components within larger “final” assemblies to build out the complete cabling solution. Also shows in the new ability to store libraries of sub-assemblies and final assemblies.
Incorporating customer-specific pricing into SalesDoc Architect quotes (watch the 26:41 video). In this webinar, we show you how you can incorporate customer-specific pricing into your SalesDoc Architect quotes and proposals. Are you contractually obligated to any customers to sell specific items at agreed-to pricing on an ongoing basis? Do you sell off of state contracts? We show you how SDA makes it easy for you to quote contracted pricing. We also show you how to incorporate customer-specific COSTING into your quotes, such as when a manufacturer provides lower costing to you to support the lower pricing that you provide to a specific end customer.
Incorporating Your Sales Qualification and Discovery Process into SalesDoc Architect (watch the 35:42 video). This webinar focuses on how to incorporate your sales qualification and discovery process into SalesDoc Architect. We show you how you can use SDA to collect qualification and discovery information that drives solutions, enables you to reflect that information back to the prospect for discussion and approval, and allows you to create compelling proposals and scopes of work that fit the prospect like a glove. During this webinar, we demonstrate how some of SDA’s newest features – including dynamic tables and bulleted lists – can be used in your qualification and discovery process.
Create Winning Multi-Site Proposals with SalesDoc Architect (watch the 34:01 video). Whether you’re proposing a solution for a campus environment or a large geographically distributed enterprise, multi-site proposals are easy to create with SalesDoc Architect. During this 30-minute webinar, we give SDA managers an in-depth look at how to configure and propose multi-site solutions, including tips on how to use various manufacturer configuration tools in conjunction with SalesDoc Architect for multi-site solutions. The end result: a single consolidated, descriptive proposal that nicely breaks out the schedules of equipment into the different sites. This webinar – featuring our brand-new multi-site functionality – is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins.
Distributing SalesDoc Architect User Updates (watch the 25:40 video). This webinar shows you how to distribute SalesDoc Architect updates to your users. We discuss our brand-new centralized approach to update management, and show you how you can distribute your updates in one of two ways: shared network folder or password-protected FTP site. This webinar is targeted to current SDA Managers/Admins.
Designing Configuration Tabs for Update-Ability (watch the 21:12 video). Using the ‘Replace tab with new version using current user inputs’ menu option, users can replace an old version of a configuration tab with the new version and push the user inputs from the old version to the new version. This webinar focuses on how configuration tabs must be constructed so that SalesDoc Architect knows where to push each user input. We also discuss how an SDA configuration tab is constructed, especially the PartDetailSection. This webinar is targeted to current SDA Managers/Admins.
Adding Style(s) to Your SalesDoc Architect Outputs (watch the 25:40 video). Do you want to add some style and zip to your SalesDoc Architect outputs? This webinar shows you how you can quickly update the default fonts in your outputs and change the way that doc section headers look so that they really “pop” in your outputs. We show you how you can use “styles” in Word and Excel to define how you want your outputs to look. We also discuss how you can change how product category titles look on your schedules of equipment and services. This webinar is primarily targeted to current SDA Managers/Admins, but users and prospective clients might be interested in seeing how the “look” of SDA outputs can be modified so that your proposals and other sales documents can stand apart from the competition.
Managing Quote Files, Tabs and Software Updates (watch the 42:13 video). As a SalesDoc Architect (SDA) administrator, you want your users to update their software when you push out updates so that they have access to all the latest automation features, solution configuration rules and sales document content. During this best practices webinar, we show you how to use SDA’s new functionality that enables you to set your own rules for when users download/install your software updates and when they update tabs and other data within older quote files. We also show you how to design your tabs for maximum update-ability, as well as how you can enable your users to auto-save quote files using a file and folder naming scheme defined by you so that quote files can easily be found within a folder structure that makes logical sense to you and your users. This webinar is targeted to current SDA managers/admins, as well as to end users and prospective clients who are interested in seeing how SDA can be used to automate quote file and software update management.
Turbocharge Your File Management (watch the 36:21 video). Learn how to auto-manage quotes, proposals and other project files with SalesDoc Architect (SDA), CorsPro’s configuration, pricing and document generation solution. SDA has long automated the process of naming quote files and saving them to a client-defined folder structure. Now that we’ve added the ability to auto-save OUTPUT files (like proposals, quotes and forms) along with offline/online file management capabilities, we’ve taken project file management to the next level so that…
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The CorsPro support team focuses on the core SalesDoc Architect, SDA Cloud, and Architect Manager functionality. For “bug-related” support with core SDA functionality, contact us via our support request page or send an email.
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