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Average Ratings 0 Ratings
Description
SPEED
+ access anytime, anywhere!
+ speed up time to create & send sales quotes
+ give customers an easy way to e-sign sales quotes
+ centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes
+ build a library of sales quote templates to perfect your sales pitch in target markets
+ customer address book -- to save time when creating sales quotes
+ prospect finder -- use the contact finder robot to search the web for cold call lists
WIN
+ increase your sales conversion
+ create impressive & accurate quotes
+ know when customers are reading your sales quotes
+ get paid faster with easy online acceptance and payments
+ live chat with clients while they read your sales quote
+ stop messy sales quotes
+ don't forget key information...record customer contact history for each sales quote
AUTOMATE
+ automate sales forecasting
+ seamless integration to your CRM and accounting packages
+ keep a full version history of sales quotes sent to a client
+ automatically expire sales quotes past their "time to live"
+ automatic currency conversions - get real time exchange rate for foreign currencies
Description
SalesDoc Architect (SDA) simplifies and automates the entire sales workflow for your team. By leveraging SDA's automation features, your sales personnel can work together more efficiently, generating tailored proposals, statements of work, and various sales documents that help reduce errors and prevent scope creep, which can negatively impact profit margins well after the deal has been closed. SDA employs Excel formulas to establish rules and logic for workflows right from the initial setup phase. It also allows for the automatic inclusion of frequently overlooked products and services in sales documentation. Solutions can be configured based on responses to qualification and discovery inquiries, which can then be integrated into output documents like proposals and statements of work. Moreover, workflow parameters can enforce the necessity of approvals from engineers or management depending on various factors such as margin, overall sale price, product configurations, or different conditions. This comprehensive approach not only enhances productivity but also ensures that all aspects of the sales process are thoroughly managed.
API Access
Has API
API Access
Has API
Integrations
Eway
GraphQL
Zapier
Pricing Details
$39 /user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Corporate Interactive International Pty Ltd
Country
Australia
Website
quote.cloud
Vendor Details
Company Name
Cors Productivity Solutions
Founded
2003
Website
www.corspro.com
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control