March 20th, 2009 by Brian Cors
SalesDoc Architect has the capability to consolidate multiple SalesDoc Architect files into a single Excel-based schedule of equipment and services or into a single Word-based proposal or statement of work. This capability can be used for at least two purposes: 1) to consolidate multiple SalesDoc Architect files that each represent a different site or location or 2) to consolidate multiple SalesDoc Architect files that each represent a different option that you would like to show to your customer or prospect.
Creating a separate SalesDoc Architect file for each site or option is the most accurate way to configure and quote multi-site or multi-option solutions, since each SalesDoc Architect file calculates labor, peripheral products and other elements as if each is a stand-alone site or option (versus combining multiple sites or options into a single SalesDoc Architect file, which treats all of the sites/options as if they are part of a single large implementation, which might underestimate labor and peripheral product requirements).
You can access the multi-SalesDoc Architect consolidation feature by clicking the SalesDoc Architect button, then “Multi-SalesDoc Architect Functions”, then “Consolidate Multiple Quotes”.
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March 7th, 2009 by Brian Cors
You’re finally tracking detailed customer information in your CRM or contact management solution that tells you everything you need to know about each of your customers and prospects. Now wouldn’t it be great if you could actually use that data to drive the content in your proposals?
I’m excited to announce that we’ve just created software that pulls data out of virtually any CRM or contact management system and into our automated proposal generation solution, SalesDoc Architect™. Any information that you can get out of your CRM or contact management system and into a merged Word document can be forwarded into SalesDoc Architect.
The most obvious benefit of this new integration is that users don’t have to re-type the contact information that resides in the CRM solution. This not only saves time, but it also reduces typing errors and increases the accuracy and quality of each proposal.
Pumping contact information from your CRM system into your proposals is just the tip of the iceberg, however. You can actually use this information to drive proposal and statement of work (SOW) content automatically, meaning proposal content is auto-selected based on that data.
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