Sale Document Builder (SDB) is an Internet-based Enterprise Subscription Service (ESS) that automates the entire proposal production process.

The system uses a client’s unique sales proposal models that are accessed via a secure web site.

Creating a new proposal has never been easier… or faster!

Sales professionals:

1) Select an appropriate proposal model for one of their company’s products or services.

2) Complete questions, to provide the customer-specific information needed to turn a proposal model into a custom proposal. Sales professionals can partially complete questions and keep the proposal in an “in progress” status until all questions have been answered.
 
Entering accurate and unique customer information represents the most important responsibility a sales professional has for creating winning sales proposals. Every customer is different; it has different operations, opportunities, needs, objectives, etc. In addition, the application of your company’s proposed product or service is different from one customer to the next.

SDB provides for different types of custom input (question) screens:

• Paragraph text

• Bullet text

• Selection

• Field (fill-in-the-blank)

• Graphics (upload)

SDB's Dependency Question feature (new) controls which questions are displayed conditional upon choices made in a preceding selection question.

NOTE: If custom Help Text is available for a question, SPB will display it below the question.
 
3) Once all the questions are completed, inputs and selections made, the sales professional simply clicks the generate proposal button which directs SDB to generate the proposal as a Microsoft Word document.

Sales Management:

1) SDB provides operational and management reports on proposal activity by individual sales professionals and organizational unit: proposals written, dollar value, status of each proposal, and close ratio.

2) Private labeling is standard to include your company’s logo.  Adjustments can be made to the color scheme to be consistent with your company’s look and feel. Sales professionals and your VAR channel can access this unique, secure proposal production site via your intranet, extranet or the internet.


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