How does Sales Document Builder work? 

Sales Document Builder (SDB) is a Internet-based application in a secure data center. Sales professionals simply connect to SDB via the Internet using a unique username and password. To generate a proposal, a sales professional:

  • Selects an existing customer or enters s new prospect.
  • Selects the appropriate sales proposal or sales document model which has been tailored specifically to the company's business and consultative sales process.
  • Answers a series of questions and/or selects various pieces of approved content.
  • Clicks a generate button and SDB generates a custom proposal (Microsoft Word document) in accordance with all of the company's style guidelines.
  • Prints the proposal or sales process docuement, which is ready for packaging and distribution.

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