Automating the Output of Doc Sections Based on Part Numbers
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.
To associate doc sections with part numbers, first make sure that the doc sections and part numbers exist in SalesDoc Architect Manager. Doc sections are added by first creating the doc section in Microsoft Word, then importing the doc into Section Manager. Part numbers are added one at a time via the Parts Master (by clicking Parts, then Parts Master) or by importing one or more parts via an Excel file (by clicking Tools, Import, Parts).
Next, create the doc/part association by importing into the SalesDoc Architect database an Excel file that contains the doc/part associations. Based on the example from the graphic above, the import file might look like the following…
Once the doc/part associations are imported, SalesDoc Architect will automatically include doc sections A-1, A-2 and B-1 if part numbers A and B are selected/configured by the user.