Proposal Delivery Challenges

We can’t track our quoting activity.

An inability to track quoting and sales activity leads to a loss of control over the sales process. Without having the insight into how activity is progressing, you don’t know the next steps to take. And, you can’t rely on CRM notes always being updated. SalesDoc Architect’s cloud-based dashboard provides sales and management a clear view of all sales activities including opportunity and quote management. Because the SDA Dashboard is tied to the quote files, changes made in the quote file are pushed up to the dashboard practically in real-time.

Management and Reporting with SDA Dashboard

Our cloud-based SDA Dashboard provides sales and management with a clear view of all sales activities, and is the portal to opportunity and quote management. The Dashboard shows the quoted activities within the sales pipeline – and at what stages – and provides the launching point for creating and updating quotes. The Dashboard houses all your reporting needs, allowing you to:

• Filter quote and opportunity data
• Forecast sales
• Export data to Excel
• Create customized views of quote and opportunity data

Take a deeper dive into SDA Dashboard to learn more.

Proposals/SOWs take too long to deliver, especially with revisions.

When you are manually creating a proposal or statement of work, having to re-invent the wheel every time, you lose valuable time. Add numerous revisions on top of that and the time to deliver the proposal/SOW increases time to delivery. SalesDoc Architect’s document automation enables you to generate a fully customized proposal based on customer-specific requirements quickly. Customers tell us that what used to take weeks, only takes hours to accomplish.

Content Management and Automation

Document content is stored and managed in SalesDoc Architect’s content library. Products and services are managed in SDA’s Parts Master and can be associated with document content so that the content is auto-included in proposals, statements of work and other outputs.

You can also program the Excel components within SalesDoc Architect to calculate content including:

• Bullets
• Paragraphs
• Tables
• Charts

Using SalesDoc Architect’s Dynamic Content Creator, the Excel-programmed elements are automatically intermixed with the document library content to create rich, illustrative document outputs that are highly customized for the particular solution, and to the particular customer.

In addition to administrator-programmed content, end users can dynamically add “one-off” content to further customize outputs for content that can’t be programmed or automated. This one-off content is not added to the generated output documents, but rather to the core solution quote so that this content will be re-generated when the outputs are re-generated.

Click to watch our webinar showing Dynamic Content Creator in action.