Career| Zohamate | Webflow Ecommerce Website Template

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.
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Pull 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.

Multiple Use Cases

There are a variety of document formats that can be automated throughout the sales cycle.

Prospecting

Engage with Insightful Content: Attract potential clients by sharing tailored white-papers and ebooks that address industry-specific challenges and opportunities. Our platform ensures that each document is crafted to resonate with your target audience, delivering valuable insights that set the stage for meaningful conversations.

Discovery and Qualification

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.

Account Management

Generate Implementation Documents in Your Customer's Brand: Imagine customer guides and how to documents will all be dynamically created in your customer's brand and have the correct CVM's contact information pulled in.

Schedule a Demo