Proposal/SOW Challenges
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 Gets Proposals out the Door Quickly
Document content is stored and managed in SalesDoc Architect’s content library. Products and services are managed in SDA’s Part 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.
A poorly-defined project scope can lead to costly misunderstandings. If expectations are not set properly, your team may believe they are delivering only one or two parts, while the customer may think they are getting “everything”. SalesDoc Architect’s detailed discovery module using rules and workflows ensures all pre-defined delivery check boxes are checked in advance, ensuring a smoother transition from your team to the customer. Answers to pre-defined criteria flow into the statement of work, helping complete an accurate project scope.
Proposals don’t address customer-specific issues.
Often proposals are a dump of every PDF brochure available. When proposing products like headsets, every possible model may be included. This creates a very long proposal that risks causing confusion. Customers only want to read what’s pertinent to them. With SalesDoc Architect, you can create customized proposals based on the specifics of what is being sold. SalesDoc Architect auto generates proposals and statements of work based on the configured equipment and services part numbers.
Documents are full of errors.
When you use the old cut-and-paste methodology of creating a proposal or statement of work, you risk including incorrect information such as the wrong customer name. Manually creating a configuration quote, proposal or statement of work opens the door to additional mistakes. SalesDoc Architect automates document creation based on parts, applications, and services quoted, eliminating the risk of incorrect information being included in the final output.
Automated Document Generation with SalesDoc Architect
SalesDoc Architect builds and generates various outputs based on the configured solution. Proposal, statement of work and other document content is auto-generated based on the configured equipment and services part numbers. In addition, customer answers to qualification and discovery questions, user inputs and workflow rules can drive document content to include in output documents such as:
- Discovery memos that confirm customer requirements
- Executive summaries that address how the proposed solution addresses the customer’s needs
- Proposals that win more deals
- Statements of Work that clearly set customer expectations
- Implementation documents that define exactly what the implementation team needs to deliver