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.

Self-Service Checkbox Templates

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.

PDQs – ‘Proposals Done Quickly’

automated proposal templates

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