Multi-Site/Multi-Option Capabilities
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”.
Before consolidating the multiple SalesDoc Architect files, you will of course need to create each of those files. When doing so, make sure that you fill in the Site Description on the Base Info tab for each file, as that is used as the “header” for each option or site. For example, if you are creating multiple options, you might want to enter “Main Solution” as the Site Description for the first file, and “Option 1: Call center” as the Site Description for the second file.
When creating a proposal or statement of work that combines multiple SalesDoc Architect files, the checkbox to treat each SalesDoc Architect file as a series of options rather than a series of different sites is found on the “Confirm SOW/proposal information” dialog box.
If you are generating an Excel-based schedule of equipment and services, this option pops up as a separate dialog box.
We also have the capability to generate multiple SalesDoc Architects based on inputting information into a single Excel worksheet for which each row is a different site/location/option and each column represents a different product or service. Users can enter quantities against each site and product/service, and then click a button to generate multiple SalesDoc Architects based on those inputs. This capability is currently available to clients using our Excel-based tabs for Mitel solutions, but we can also work on a consulting basis to develop similar capabilities for other solutions within your portfolio of products and services.