4.5 out of 5 stars

This solution is ideal for sales professionals that want to spend more time selling and closing deals and less time authoring documents. If you are tired of searching through old documents for the best content, tired of cutting and pasting, and tired of struggling with formatting problems, then our Internet-based system, Sales Document Builder, is the perfect solution for you.

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LinkedIn Connections review by Executive Sponsor in Financial Services
Executive Sponsor in Financial Services
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Making the complex simple

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What do you like best?

The automated features that make this basically a one button proposal. Once you select your options (custom built) it builds the proposal in the background. It is like magic. Love this product for the ease of use, amount of content it can contain, and speed! It is lightening fast as well. I really like the UI too. It is all native windows based, built on .net.

What do you dislike?

Lack of training. I didn't feel we got enough training internally. Also, there really is no interface to

Recommendations to others considering the product

Look at the speed. All the other packages we looked at took a really long time to put the proposal together once we selected all the options. This is a really good product.

What business problems are you solving with the product? What benefits have you realized?

Creating complex proposals with a lot of different options. We stopped our salesforce from creating non-standard proposals that didn't contain all the data we wanted presented. This tool standardized our option choices and made it easy for us to present to the market a consistent face.

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