SalesDoc Architect

SalesDoc Architect

Cors Productivity Solutions
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About

Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.

About

SalesDoc Architect (SDA) automates and streamlines your entire sales process. Your sales team will collaborate better and use SDA’s automation to generate customized proposals, statements of work, and other sales documentation eliminating mistakes and scope creep that can erode margins long after the sale. SalesDoc Architect utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration rules and also flow into output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Quote-to-cash solution that helps revenue operators

Audience

Proposal Management solution for individuals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

RevOps
Founded: 2018
United States
www.revops.io

Company Information

Cors Productivity Solutions
Founded: 2003
www.corspro.com

Alternatives

Alternatives

Nue

Nue

Nue.io
Quoter

Quoter

Quoter Software
Experlogix CPQ

Experlogix CPQ

Experlogix

Categories

Categories

Integrations

5X
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Salesforce
Slack
Stripe

Integrations

5X
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Salesforce
Slack
Stripe
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