SalesDoc Architect

Sell More in Less Time with Integrated Product Configuration, Pricing and Document Generation

SalesDoc Architect brings together product configuration, pricing and document generation into one platform,  so you can build and generate comprehensive proposals and other critical sales documents in minutes, and with only a few mouse clicks.

SalesDoc Architect is easy to use and extremely flexible – it interacts with Microsoft Office to produce Microsoft Excel and Word-based proposals and sales documents.  As a result, you can take advantage of a low learning curve because of user familiarity with these applications.  Even the newest members of your sales team can hit the ground running and generate professional and accurate proposals.

How does it work?

Start with flexible pricing and configuration functionality.

SalesDoc Architect’s pricing and configuration capabilities help drive a better proposal by providing you with:

• Configuration options that fit your business:
  • Set up an all-at-once or guided configuration approach to complement the skill set of your sales personnel and complexity of the solution
  • Configure a solution from scratch or import system configurations from a vendor’s tool
• Automated pricing calculations:
  Access price lists stored in the database or easily import external data
• Integration with front and back-office systems – including CRM and ERP systems – with the option to drive the configuration and pricing
• Automation of complex calculations and related outputs:
  Perfect for handling leasing, ROI analyses, managed services, and more
• A familiar, user-friendly interface and powerful calculation capabilities within Microsoft Excel

Pull it all together with unparalleled automation.

SalesDoc Architect has a unique and highly efficient approach to document generation that builds better proposals, faster.  Using built-in logic, SalesDoc Architect initiates a smart compilation process that auto-assembles proposal sections, based on the product configuration.  So, users don’t have to do all of the work manually and risk making costly errors.  Instead, they can produce customized sales proposals that precisely address the customer’s needs.

SalesDoc Architect’s unique approach to the proposal process produces a better sales document that:

• Is tailored to specific prospect or customer needs
• Provides 100% accurate pricing and product content based on the configuration
• Provides a consistent sales message in a professionally branded proposal
• Is created in minutes, with just a few mouse clicks.

Integrate to leverage what you already have in place.

To create a completely streamlined proposal process, SalesDoc Architect integrates with CRM and ERP solutions, and provides an import function from vendor tools, enabling users to access customer data, configurations, pricing and processes without having to rekey data or store duplicate information.

Use customization for maximum impact.

With SalesDoc Architect, you have the power to create proposals that convey, in form and in content, exactly what you want.  You can use the many forms and output templates included with SalesDoc Architect as-is, modify them, or add your own.   You can also add your company logo, product pictures and other graphics with the click of a button to enhance and personalize your proposals even more.

Are you ready to sell more in less time?

Learn about our free trial and see how easy it is to get started.