Audience
Proposal Management solution for individuals
About SalesDoc Architect
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.
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DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
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Integrations
No integrations listed.
Company Information
Cors Productivity Solutions
Founded: 2003
www.corspro.com
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Product Details
Platforms Supported
Windows
Support
Online