SalesDoc Architect Description

SalesDoc Architect (SDA), automates and streamlines the entire sales process. SDA's automation will make it easier for your sales team to collaborate and generate custom proposals, statements and work orders. This will reduce scope creep and mistakes that can lead to lower margins. SalesDoc Architect uses Excel formulas to create rules, and workflow logic, starting at the initial configuration level. You can program workflows to include products and services that are frequently forgotten. Answers to discovery and qualification questions can be used to create solution configuration rules. They also flow into output documents like proposals and statements. Workflow rules can be used to request engineer or management approvals based upon margin, total sales price, product configuration scenarios or any other condition.

Integrations

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Company Details

Company:
Cors Productivity Solutions
Year Founded:
2003
Website:
www.corspro.com

Media

SalesDoc Architect Screenshot 1
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Product Details

Platforms
Windows
Customer Support
Online

SalesDoc Architect Features and Options

Proposal Management Software

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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