Proposal automation software and document workflow
Automation in this area fails for one of two reasons, and they are opposites.
Either the system needs constant feeding, which is why most client portals are abandoned by week three, or it is rigid enough that the first unusual deal goes around it and never comes back. The posts here are about telling the two apart before you buy, and about the one question that matters most when a model is involved in producing a document: whether the numbers are calculated or written.
DocuDeal answers that question by generating the document rather than storing a template for it, and computing every figure from your catalog in code rather than generating it.
Client portal software: what it is for, and why most of them go unused
Portals fail for one reason and it is not features. The four categories, the maintenance problem underneath all of them, and what to look for instead.
Read it →Document automation software: the three approaches, and which one fits
Template merge, clause assembly and generation are three different products sold under one name. How to tell which your documents need before you buy the wrong one.
Read it →Call ends. Proposal sent. In seconds.
Hand over your notes and get the document back written and priced. Three a month, free. No card.
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