Setting up, managing and using SalesDoc Architect is easy. With our QuickStart implementation, we’ll provide web-based training to get your sales team set-up and ready to sell.
User guides, expansive help documentation, on-line training videos and client webinars are also provided to support your ongoing training needs.
Web-based training for new users focuses on the basics of producing comprehensive proposals and other sales documents using SalesDoc Architect’s pricing, configuration and document output menu options. End-users are quickly up and running since most already have the advantage of knowing how to use Excel and Word, the two Microsoft applications that SalesDoc Architect software leverages. Online refresher training videos are available for use at any time.
Training for Administrators, the SalesDoc Architect “super-users”, is also web-based and focuses on how to manage and customize SalesDoc Architect for your specific corporation. Topics covered include system set-up, application deployment, user privileges, adding content, product updates and customization opportunities.