The beauty of all this is that you can use Excel formulas to create these workflow rules – you don't have to be a programmer to implement them
Reston, VA (Vocus) October 26, 2010
Cors Productivity Solutions, Inc. (CorsPro) has added workflow elements to the latest release of SalesDoc Architect, CorsPro’s document automation software that produces customized, differentiated proposals and other sales documents with just a few mouse clicks. The workflow features are designed to increase proposal accuracy and provide businesses with better quality control and consistency in the document generation process.
Customized Workflow for Better Proposals and More Profits
The proposal generation workflow for complex technology solutions usually involves multiple tasks, including system configuration and pricing. The workflow features added to SalesDoc Architect enable clients to customize the proposal generation workflow to reflect the way that they do business. One new feature gives administrators the ability to create rules that prevent users from generating output documents if information is missing or invalid, or if certain conditions are not met. For instance, users can be denied the ability to generate proposals when key information such as a customer name has not been entered, if a calculated job margin is insufficient, or if any equipment or services have not been properly configured. Enabling these features creates an automated checks-and-balances system to keep the workflow in line with the company’s sales objectives and business practices.
CorsPro Founder and President Brian Cors believes that the new workflow functionality provides enormous value to clients. “Enabling clients to leverage automated quality control is a huge step forward in streamlining and customizing the technology solutions sales process. The new features give our clients the ability to reduce costly proposal errors and omissions, and at the same time increase consistency, accuracy and bottom line profits.”
Flexible and Easy to Implement
“The beauty of all this is that you can use Excel formulas to create these workflow rules – you don’t have to be a programmer to implement them,” notes Cors. SalesDoc Architect uses a Microsoft Excel interface for configuration and pricing, and creates final outputs in Microsoft Word. As a result, administrators are able to create and implement changes on the fly without having to pay for expensive consulting services in order to benefit from the enhanced functionality. “We’re about empowerment and productivity in the selling process, so we make sure that every feature we add, including workflow functionality, holds to that standard.”
Salesdoc Architect Webinar
Join us for a webinar on November 16, 2010 at 2:30 pm EDT. This 30-minute webinar for those who are unfamiliar with SalesDoc Architect will provide an overview of SalesDoc Architect and its benefits. Attendees will also discover how to use workflow elements in the proposal generation process to gain enhanced quality control and produce consistent, high quality proposals and other sales documents.
CorsPro makes it easy to test-drive SalesDoc Architect by offering a free trial for new clients. To learn more about SalesDoc Architect, CorsPro offers an 8 minute demonstration video, case studies and ongoing webcasts and other information on its website.
About Cors Productivity Solutions
Founded in 2003, Cors Productivity Solutions provides document automation software for sales operations. It is a privately owned and operated company that is headquartered in Reston, Virginia. With CorsPro’s SalesDoc Architect, users can generate turnkey product configurations, price quotations, and fully customized proposals from scratch within minutes. For more information about SalesDoc Architect, contact CorsPro at 888-297-8845 or visit the CorsPro website.