Automate Your Sales Quotes
Frustrated with the time it takes you to complete and deliver a customized sales quote? Or worse, is your sales team sending out quotes with mistakes or pricing you can’t support? We can help. With our document automation services, you can quickly automate the Excel and Word files typically used to generate a sales quote.
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Web-enable the Excel files you have been using to generate sales quotes to streamline and standardize how your sales reps create quotes. You can reduce the time required to prepare sales quotes by over 90%. |
What do you need?
Just your documents, that’s it! Our on-demand document automation service allows you to work with the same Microsoft Office documents you have used for years. There are no templates or file conversions required.
Typical Documents
- Cover letter
- Quote
- Pricing calcs
Sample Requirements
- Pricing Grid: Control what discounts and prices are available based on the inputs, product or channel.
Deployment Options
- LOOP Exchange: Publish your sales contracts as Private based on user groups.
- Embed: Embed your sales contracts on your own website using our API.
- Mini Site: Deploy your sales contracts on your own Mini Site – you control the branding and rights.
- Salesforce.com: Deploy your sales contracts on your Salesforce.com account.