Proposal Automation Software

EDocGen - Proposal Automation Software

Posted by on 19th July 2017

Old Style Proposal Generation

Ability to get new customers can truly make or break a business. Creating proposal is one of the most important functions of the business development team for winning new business. However, it’s a tedious job limiting the time available to sales reps in engaging with potential customers.

Often, time available to produce a winning proposal is limited thus putting further pressure on sales teams. Manually filling of proposal templates with cut-and-paste data is expensive, slow, and often error-prone. Delete a wrong clause or forget to change customer name and the entire proposal process can go off the rails.

Imagine a sales guy, who creates new proposal by changing 15-20 fields in the old proposal such as customer name, pricing table, proposal conditions etc. to create a new proposal. Missing a single change can ruin the entire hard work and even threatening organization’s brand reputation.

How Proposal Automation Software solves

Solution to the problem lies in automating proposal generation using proposal automation software. These systems automate generation of proposal documents from organization’s CRM. Sales person can export CRM data as Excel/XML/JSON and use that data to generate proposals individually or in bulk. Alternatively,integration with CRM allows proposal generation on the fly. For example Salesforce has almost 40 document automation tools integrated with it.

If you don't use CRM, you still can take advantage of proposal automation software. They allow users to fill dynamic fields (Ex: Client Name, Pricing) of proposal template through fillable form thus eliminating cut-and-paste errors. Bottom line is these tools reduce amount of time salespeople devote to compiling, writing and reviewing sales proposals.

But lack of simplicity in these tools is limiting large-scale adaptation. Some of them are so complex that even for small changes in templates, business users have to seek IT support. Almost all of them force users to junk existing proposal formats and create brand new templates in their systems again before embarking on proposal automation. Any changes in formats require rework. For a small organization, it amounts to lot of upfront costs.

EDocGen Proposal Automation Software

EDocGen is a new kid on the block. It is a next generation proposal automation software built with following objectives. 1) Take pain out of template creation by allowing users to convert existing documents into templates at the speed of a few clicks (few seconds!) 2) DIY system that requires zero IT support 3) Provide multiple options to auto fill proposal template - online form/Excel/XML data to generate error-free proposals on a fly.

EDocGen supports the dynamic population of text, tables (cost tables) & images and is extremely flexible to cater to different kinds of business proposals. The sales rep can fill the proposal template through customizable online questionnaires or by populating data from Excel/XML thus auto-generating documents individually or in batch mode.

  · Text – Fill only once for a field appearing in multiple places within the document

  · Table – Table rows can be added dynamically in online data capture screen

  · Image – Existing image can be replaced dynamically with another image of same dimension

EDocGen is API first product and has well developed REST API. Thus it can be integrated with CRM systems to generate proposals directly from CRM data. Through its Google drive integration, generated proposals can be synced to Google drive.

EDocGen is a versatile proposal automation software that can adds great value to your sales organization. Give it a try.

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