Standardize Proposals

IntraLinks has changed the way businesses exchange information, and became an industry standard along the way. As part of their significant growth, the sales operations group was struggling with the creation of proposals, quotes and legal contracts.

<< customer success

• Solution

  • IntraLinks implemented within its Salesforce Enterprise Edition
  • Document packages are generated based by segment and region
  • Business logic and rules eliminate mistakes
  • Document creation interacts with approval work flows on Salesforce.com
  • Sales reps and legal use the service on a daily basis

• Success

  • Automated document creation for over 3,000 different pricing elements
  • 80% reduction in document creation time
  • Reduced overhead associated with document creation
  • Document creation works with approval logic to either “approve” or “submit” for approval
  • IntraLinks creates over 500 DDPs each week