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.

Quick self-service proposals by simply selecting relevant content elements

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.

Best PDQs templates with cover pages, headers, footers, TOCs, section breaks, and other standard content.

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Teams do extraordinary things with Expedience Software

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