Sales Proposals on Demand

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.