Improve Efficiencies with Internal Documents
You’ve been able to use SalesDoc Architect™ to win more deals by producing customized, differentiated proposals with just a few mouse clicks. You’ve also been able to increase your margins by generating statements of work that set clear expectations with customers and prevent “scope creep”.
Now, with just a few more mouse clicks, SalesDoc Architect can generate internal documents such as implementation procedures, manuals and checklists that can help you increase profitability by increasing efficiencies and reducing implementation errors.
For the SalesDoc Architect end-user, the process is very simple: configure your solution of hardware, software and services as normal. Next, generate your proposal and/or statement of work by clicking the Outputs button, then “Generate Proposal” (or “Generate Statement of Work”). Within seconds, a proposal or statement of work will be produced that exactly matches your configured solution and is customized to the particular prospective customer.
When your company is ready to implement the solution, open up the SalesDoc Architect file for the solution and click the Outputs button, then “Generate implementation doc” (the name will vary depending how your administrator has set up this output option). Voila! Within seconds, a customized implementation document is generated that your operations team can use as their guidebook for the implementation.
For SalesDoc Architect administrators, you can tag document sections as “internal” by editing the document section’s properties and selecting “Internal” as the Doc Type.
You will also need to configure the document section as you would any other doc section by associating it with one or more part numbers or item categories, or by programming its inclusion on an Excel-based proposal or product configuration tab. Finally, you’ll need to add the output to the Output button’s menu by modifying the outputs.xls file in your PQuote\Data folder.
For more information on how to add “internal” doc types to SalesDoc Architect, please see the SalesDoc Architect Manager user guide or help files.