Self-Service Checkbox Templates
‘Self-service’ proposals can be generated instantly by simply selecting the relevant content elements. Once assembled, the document can then be further personalized with automated placeholders and replacement fields.
Automate Common Sales & Marketing Documents
Use the Assembler to quickly assemble a variety of standard sales and marketing documents:
- Statements of Work (SOWs)
- Product overviews
- Sales proposals
- Due diligence questionnaires (DDQs)
- Capability guides
PDQs – ‘Proposals Done Quickly’
Designed with your specific layouts and branding, PDQs assemble beautifully formatted documents with your most up-to-date content. A PDQ can act as a master proposal template to provide a pre-structured proposal shell, including elements such as custom styles, cover pages, headers, footers, TOCs, section breaks, and other standard content.
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The automatic assembly of a proactive proposal document takes minutes versus the hours needed prior to the use of the Expedience Assembler product. The Expedience solution has been a key factor in our ability to improve sales productivity and deliver a unified message to our customers.
National Presales Lead
Professional Services
