By automating sales documents, you can reduce the sales cycle and improve the customer experience in the process. Your sales teams deserve more time to focus on selling as opposed to performing clerical work and drafting documents that take up a lot of time. With a few clicks, a salesperson can have a key document to seal a deal whether you are creating it in your favorite CRM tool like Salesforce or any other.
Here are a few use cases to start with:
A common activity in the sales cycle is sharing proposals with prospects. Proposals however take up a lot of time to draft. With our proposal automation software for sales teams, you can draft quality documents with key information always included to sway prospects to buy.
Consider Windward -- the best automated proposal generator in the market to get them created fast and close more deals quickly.
Stunning presentations can go a long way towards convincing prospects. Document automation can do more than just quickly put together a presentation, you can generate presentations that are tried and tested for results. Ensure your presentation always represent your brand in good light and are free from mistakes.
As you get closer to sealing the deal, requests for quotes will come in. You can get back to a client fast by automating the quotes. The system will generate quotes using approved and updated data o avoid confusion. In the process of generating, you can also include discounts and incentives.
Do not lose money simply because someone forgot to send an invoice on time. Automate the generation of invoices and payment requests so that they are ready for delivery on time to facilitate faster payment by clients.
Have a streamlined contract system with automated contracts that are quickly approved and include all the necessary clauses. Data-driven contracts are rock solid and ensure smooth sales processes. You can save a lot of time by automating this process with reliable sales document tools like Windward.
Other documents that can be automated include:
Know how Windward can make your sales documents generation easy and flawless.