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Document Generation & Management

How does your business create sales related documents like Proposals, Contracts, Certificates or Quotes?

Are you still using word processing software and spreadsheets to build your documents. When Salespeople create their own documentation manually, they leave room for human errors such as typos or mismatched fonts, which can cause the prospect to think the Salesperson is unprofessional, or worse, uncaring.

A better way is to consider using a Document Generation App like Xperido to quickly, easily and uniformly create Sales documents like Quotes and Contracts using your data.

These solutions allow your end users to efficiently create and update document templates without taxing developers.

Documents can include your company branding and formats, cover pages, tailored cover letters, custom content like terms and conditions or optional content like company history or corporate responsibility content as well as marketing materials related to the products, in addition to the quote itself. All of this can be done in mere minutes, which saves Salespeople time and energy and speeds up the sales process.

You no longer have to worry about losing a deal because of an error in pricing or a quote document that is poorly formatted or contains cut-and-paste errors. With a Document App, a Salesperson quickly generates documents like quotes and can send them via email, and can even include an e-signature to close the deal in just a few clicks. The software eliminates errors by automatically pulling in product data, calculating pricing, and accurately displaying product configurations.

Deploy the way you need it. Cloud, Hybrid cloud or On premise.

Document generation apps allow you to create a wide variety of documentation like:

  • Quotes
  • Proposals
  • Contracts and Legal documents
  • Insurance policies
  • Certificates
  • Offer letters
  • Rental or Lease documents
  • Boardroom reports
  • And much more!

Contact us to find out more.