Name: SalesDoc Architect
Author: CorsPro

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Academic Advising

Online Learning

Education

Business Intelligence (BI)

Collaboration

File Sharing

Risk Management

Workspace Planning

Enterprise

Accounting

Digital Banking

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Configuration Management Databases

Data Collaboration

Data Lakehouse

Database Load Balancing

Enterprise Architecture Management

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

License Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Password Management System

Release Management

Secret Managers

Secure Email Gateway

Session Border Controllers

Virtual Private Cloud (VPC)

WiFi Hotspot

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Content Management

Creative Collaboration

Demand Generation

Digital Content Creation

Email Marketing

Marketing Analytics

Marketing Automation

Online Proofing

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales Gamification

Sales

Video Surveillance

Security

Debt Collection

Equipment Rental

Laboratory Information Management

Membership Management

Real Estate

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

PandaDoc

Dropbox Sign

Dropbox

ConnectWise CPQ

ConnectWise

QuoteWerks

Aspire Technologies, Inc.

Proposal Management and Production System (PMAPS)

Proposal Software

Bidsketch

Ignition

Qwilr

Proposify

Responsive

Responsive (formerly RFPIO)

Qvidian RFP & Proposal Automation

Upland Software

XaitPorter

Xait

Loopio

Loopio Inc.

SalesDoc Architect is a sales proposal automation software solution offered by Cors Productivity Solutions.

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

Silver

Gold

Free

Bronze

Jotform

SalesDoc Architect

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Putting together proposals can take all day, as your sales force struggles to configure a complex solution, include a variety of services, offer financing options, analyze ROI, pull vendor data, calculate pricing, configure forms and produce consistent, professional documents – all without making costly errors.

SalesDoc Architect integrates every sales task into a single platform, drastically reducing time spent on each proposal and associated documents. Tasks that typically take hours are reduced to seconds by pulling data, auto-populating forms and making customization easy. Our platform is simply the most comprehensive, easy to use option available, resulting in a sales force that does more selling in less time.

CorsPro

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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SalesDoc Architect

Overview

What is SalesDoc Architect?