Document Generation
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Save Time Preparing for Meetings & Customizing Proposals
Our platform can automate the first version of key documents that are used throughout the sales cycle. If you don't have the first draft of a document, we have designers and writers on the team who can help you generate sales documents that will help your team articulate your value and stand out in the sales cycle.
Automated Personalized Document Generation
We can automate the generation of slides, PDFs, Excel files, Word documents and videos.
PowerPoint
PDF
Excel
Word
VideoPull in CRM Data into Sales Documents
We can automatically help you generate personalized slides and proposals with information from your CRM such as:
- Rep mapping
- Account usage and activity
- Relevant products
- Pricing
- Or any other information
Always on Brand
Ensure a consistent, high-quality experience across all touch points through custom documents and templates, leading to increased customer retention and upsell opportunities.
Generate a Business Case
We have customers who are automating value case generation from public company financial reports.
Create an Executive Summary
We can make a 2 page document that is easily shareable and empowers your champion to ask for budget.
Proposals
Custom Proposals for Every Prospect
Generate detailed, tailored proposals that clearly outline how your solutions align with the identified needs and goals of your prospects. Each proposal is personalized to include specific solutions, pricing, and projected outcomes.
Ready to see it in action?
Let's talk about how SalesPlay X can automate your document generation.