Tasks integrated into the SalesDoc Architect platform:

  • Price every component
  • Configure the solution
  • Calculate ROI
  • Specify parts
  • Configure labor and workflow
  • Pull info from CRM and ERP
  • Pull manufacturer configurations
  • Customize scope of work
  • Add managed services
  • Prepare financing documents
  • Push updated info to CRM and ERP
  • Format proposal and forms

SalesDoc Architect is the easiest to learn, the most robust, the most
up-to-date with product and manufacturer data – and it comes with the
highest standards of service available. No wonder our users love it.