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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Integrations

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Ratings/Reviews

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Company Information

Cors Productivity Solutions
Founded: 2003
www.corspro.com

Videos and Screen Captures

SalesDoc Architect Screenshot 1
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Product Details

Platforms Supported
Windows
Support
Online

SalesDoc Architect Frequently Asked Questions

Q: What kinds of users and organization types does SalesDoc Architect work with?
Q: What languages does SalesDoc Architect support in their product?
Q: What kind of support options does SalesDoc Architect offer?

SalesDoc Architect Product Features

Proposal Management

Electronic Signature
Templates
Automatic Formatting
Contact Management
Pipeline Management
Collaboration
RFP Management
Knowledge Library
Content Repository
Document Management
Requirements Management
Task Management
Calendar Management
Version Control
Revision Management