Why We Do It

Our number one goal is to empower sales professionals to generate higher quality sales proposals and other buyer-facing documents, faster. A logical extension of this goal is the ability to monitor the proposal development process from the beginning to the winning.

Most proactive sales proposals follow an “80/20 rule,” where 80% of a proposals wording is the same for all buyers and 20% is buyer-specific. This 80/20 Rule makes it possible to automate proposal production by developing proposal models that include standard wording and custom question (input) screens that reflect the buyer-specific information gathered during a consultative sales process. Combining the 80% with the 20% results in a custom proposal.

gold success keyAutomating the proposal production process with and Sales Document Builder results in the following benefits:

  • Allows sales professionals to spend more time selling and less time writing
  • Ensures consistent delivery of the corporate message and image
  • Enhances professionalism of the sales force
  • Reinforces a consultative sales process
  • Provides on-demand reporting of all proposal process activities
  • Results in higher Proposal Close Ratios


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