How can you speed up sales document creation using automation?

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If you are in sales, you know how important it is to create professional and persuasive documents for your prospects and clients. Whether it is a proposal, a quote, a contract, or a presentation, you want to deliver high-quality and customized content that showcases your value proposition and builds trust. However, creating sales documents can also be time-consuming and tedious, especially if you have to deal with multiple formats, templates, data sources, and approvals. How can you speed up sales document creation using automation? In this article, we will show you some tips and tools that can help you streamline your document workflow and save you hours of work.

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Michael Moore

Regional Account Manager at Sonatype

1 Why automate sales document creation?

Automating sales document creation can bring many advantages, such as saving time and resources, improving consistency and accuracy, and enhancing customer experience. You can reduce the manual tasks associated with creating, editing, formatting, and sending sales documents, ensuring that documents follow the same branding and style across your organization. Moreover, you can deliver faster and more personalized sales documents to your prospects and clients, making it easier for them to review, sign, and pay for your products or services.

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Michael Moore

Regional Account Manager at Sonatype
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To speed up sales document creation it is important to use sales engagements tools like Outreach and Salesloft. Both tools provide a template feature. One of the attributes that separate a great sales experience from a mediocre sales experience for a prospect is consistent follow-up with clear action items. Example: Ending a discovery call, without supplying a follow-up email 15 to 30 minute minutes upon completion, or following up a day later is too late. Having templates with common follow-up action items help designate responsibilities between salesperson and prospect. Clear delineated action items helps with creating a smoother sales process for both parties.

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2 How to automate sales document creation?

When automating sales document creation, there are various methods and tools you can use. Document generation software, such as PandaDoc, Conga, or DocuSign, allows you to create dynamic and interactive documents from templates and data sources. Document automation platforms, like Nintex, Process Street, or Formstack, enable you to automate the entire document lifecycle. Additionally, document automation scripts are codes written or used to automate specific aspects of your sales document creation. These can include converting formats, merging files, inserting images, or updating fields with programming languages like Python or JavaScript, or tools like Google Apps Script, Microsoft Power Automate, or Zapier.

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3 What are some best practices for sales document automation?

To make the most of sales document automation, you should define your goals and requirements, design your templates and workflows, and test and optimize your automation. This includes identifying your target audience, document types, data sources, automation tools, and success metrics. Your templates should be consistent, professional, and engaging, while your workflows should be efficient, logical, and flexible. After testing for errors and bugs, you should monitor and measure results to look for ways to improve performance with feedback, personalization, or analytics.

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4 What are some challenges and risks of sales document automation?

Sales document automation can offer many advantages, but it can also pose some challenges and risks. For instance, it can make you lose the human touch and creativity that make your sales documents stand out. Moreover, it can expose you to security and compliance issues, such as data breaches or privacy violations. Additionally, you may face technical and operational difficulties, such as system failures or compatibility problems. To avoid these risks, you should always add personalization and customization to your sales documents, ensure that your automation tools and platforms are secure and compliant, have a backup plan in case something goes wrong with your automation, and test and update your tools regularly.

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5 How to get started with sales document automation?

If you are ready to get started with sales document automation, there are a few steps you can take. Begin by assessing your current situation and analyzing your sales document creation process. This will help you identify the pain points, gaps, and opportunities you can address with automation. After that, choose the method and tool that best suits your needs and preferences. You could opt for a simple and low-cost solution like a document generation software or a more complex and high-end solution such as a document automation platform. Finally, implement your chosen automation method and tool, then evaluate its impact on your sales document creation process. You can measure efficiency, quality, and customer satisfaction with feedback, surveys, or analytics.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you speed up sales document creation using automation?

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1 Why automate sales document creation?

2 How to automate sales document creation?

3 What are some best practices for sales document automation?

4 What are some challenges and risks of sales document automation?

5 How to get started with sales document automation?

6 Here’s what else to consider

Sales

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How can you speed up sales document creation using automation?

1

2

3

4

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6

1 Why automate sales document creation?

2 How to automate sales document creation?

3 What are some best practices for sales document automation?

4 What are some challenges and risks of sales document automation?

5 How to get started with sales document automation?

6 Here’s what else to consider

Sales

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