Proposal Generator – The Sofon Way

January 26, 2010 on 10:53 am | In quotes | Comments Off

Offer Generator or Offer Organizer of Sofon supports the central sales office, remote or field sales and service forces as well as any independent sales channel with the selling of client express goods and services. In fact, it manages and automates the contents of the sales cycle while Sofon Sales Organizer ( or another CRM package ) manages the contact management, activity management, opportunity tracking and reporting process.

Functions Sofon Suggestion Organizer looks after wants research, product configuration, 3-D product visualisation ( when applicable ), calculation of sales costs and margins, calculation of cost, generation of complete multi-level bills of material and routings and the production of all topical documents including offers, contracts and any internally needed document.

Test Configuration and calculation occurs by simply responding questions. The test behaves completely dynamically, that means that only applicable questions are asked and only valid answers are possible. Based primarily on the answers given, all needed output is composed right away in the background.

Questionnaire Configuration and calculation takes place by simply answering questions. The questionnaire behaves fully dynamically, which means that only relevant questions are asked and only valid answers are possible. Based on the answers given, all required output is composed immediately in the background. This means that all information needed is available as soon as the last question is answered.

Integration with MS Word Integrated with MS Word, complete and error-free quotations and contracts are generated, including accompanying letters, table of contents, service or product paperwork, illustrations, investment overviews, ROI analyses, financing arrangements, and general terms & conditions.

Sales folk no longer deal with copies of outdated documents and no more time is lost in correcting lay-outs or performing dangerous ‘find and replace’ actions. Connected product positions A single quotation isn’t restricted to only one product or one product configuration.

It can consist of many various products ( for massive roles or projects ) and many individual product configuration positions so the buyer or prospect can simply compare and research the impact of adding or removing complete products or product express features or add-ons. These product positions are always connected so the full quotation becomes a total and single document.

Connected product positions A single quotation is not limited to only one product or one product configuration. It can consist of many different products (for large jobs or projects) and many individual product configuration positions so that the customer or prospect can easily compare and analyze the impact of adding or deleting entire products or product specific features or add-ons. These product positions are always connected so that the whole quotation becomes a complete and single document.

Document generation Sofon Suggestion Organizer not only supports the production of quotations and orders, but also manages any other sales document such as formal suggestions, complete contracts, client-specific manuals, governmental compliance forms and any other mandatory documents. All documents are saved in a database. Changes can only be made to documents that haven’t yet been authorized and submitted.

Authorisation Based on company rules and staff roles, a proposalis automatically routed to the right folk or departments for input, review or approval, relying for instance on the product configuration, price level or discount offered.

Authorization Based on company rules and staff roles, a quotation (or any document) is automatically routed to the right people or departments for input, review or approval, depending for example on the product configuration, price level or discount offered. This workflow ensures that documents are handled by all relevant staff and that the system generated document is not submitted without the proper internal authorizations.

Combined with this workflow, replication of quotations (or any document) takes place between field sales and the sales office. Quotations that need to be completed, reviewed or approved by the sales office are automatically sent to the right office staff. Accordingly, quotations generated or approved by the sales office are automatically sent to the right field sales staff.

Integration with CRM and ERP Sofon Suggestion Organizer can be accessed from CRM or inside an ERP process ( like the order to cash process ) so making use of all topical information and avoiding copy work. It may also be a stand alone application till an order is finished and prepared to be processed inside the ERP system. At that moment all topical order details are instantly finished in the ERP system.

Filters Sofon Suggestion Organizer provides quotation management tools by generating reports and follow-ups on screen or on paper. Users can manage information thru simple to use filters so that only applicable quotes or other information are shown.

Learn more about Business Proposal Writing. Stop by Gideon Sofon’s site where you can find out all about Proposal Generator and what it can do for you.

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