July 28th, 2009 by Brian Cors
One of our most frequently asked questions is how to update existing SalesDoc Architect quotes with the latest pricing, configuration rules, etc.
First of all, updating old quotes is optional. If you wish to maintain the solution configuration and pricing as is, simply do nothing.
If you wish to update the pricing and all of the pricing is maintained in the SalesDoc Architect database (in the Parts Master), updating pricing in the old quote is as easy as clicking the “Update tab(s)” button, then “Update ALL tabs.”
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July 15th, 2009 by Brian Cors
One of the things that differentiates SalesDoc Architect from other document generators is that you can automate the selection of document sections for inclusion in an output document such as a proposal or statement of work. Most document generators require users to manually select each doc section that they’d like to include.
SalesDoc Architect can automate doc section selection in several ways. One of these ways is to use part numbers to automatically drive the doc sections to include in output documents. In other words, specific doc sections will be automatically included in an output document based on the part numbers that a user has selected and/or configured (this automation also works for parts that have been imported from vendor configurators).
You can create this automation by associating doc sections with part numbers in SalesDoc Architect Manager. When parts are selected/configured by a user, SalesDoc Architect will automatically output the doc sections that are associated with the selected part numbers.
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July 2nd, 2009 by Brian Cors
SalesDoc Architect’s new options functionality enables users to easily handle the pricing and presentation of one or more options to prospects and customers. SalesDoc Architect handles at least three types of options:
- Options “packages” that can be added on to a core solution.
- A la carte options that are presented as a series of line-item pricing (such as a price list)
- A series of core solutions from which the prospect or customer can select, such as when you might propose solutions from multiple vendors and the prospect can select only one of the core solutions.
SalesDoc Architect’s new Options button handles the first two types of optioning (the third type of optioning is best handled by creating a new quote for each core solution, then using SalesDoc Architect’s multi-quote consolidation feature to present the options in a combined proposal). With just a few clicks, SalesDoc Architect users can associate items with up to five options “packages.” When schedules of equipment and services are generated, the options will appear after the core solution as separately priced options packages.
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