# SalesDoc Architect Reviews **Vendor:** Cors Productivity Solutions **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About SalesDoc Architect SalesDoc Architect (SDA) is software that is tightly integrated with MS Office and allows users to quickly configure price complex solutions and easily produce professional proposals, SOWs, RFP responses and other client-facing documents. Automated Solution Configuration Using rules and workflows, SDA automates complex solution configuration of equipment and services based on each customer’s unique requirements. • Auto-configure products and services based on user inputs • Override and adjust auto-calculated product and service quantities, and add “write-in” items • Break out optional-purchase items • Calculate pricing on configured items using a variety of approaches Workflow that Optimizes Profitability SDA utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration and also “calculate” content for output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions. Automated Document Generation SDA builds and generates various outputs based on the configured solution. Proposal, statement of work, RFP responses and other document content is auto-generated based on the configured equipment and services part numbers. Also, customer answers to qualification and discovery questions, user inputs and workflow rules can drive document content to include in output documents such as: • Discovery memos that confirm customer requirements • Executive summaries that address how the proposed solution addresses the customer’s needs • Proposals that win more deals • Statements of Work that clearly set customer expectations • Implementation documents that define exactly what the implementation team needs to deliver Content Management and Automation Document content is stored and managed in the SDA Library Manager. Products and services are managed in SDA’s Part Master and can be associated with document content so that the content is auto-included in proposals, statements of work and other outputs. Management and Reporting with SDA Dashboard Our browser-based SDA Dashboard provides file management and sales and management all from one view. The Dashboard shows the quoted activities within the sales pipeline – and at what stages – and provides the launching point for creating and updating quotes. The Dashboard houses all your reporting needs, allowing you to: filter quote and opportunity data, forecast sales, export data to Excel for reporting, and create customized views of quote and opportunity data. Mobile and Offline Access SDA is comprised of both desktop and cloud components. The desktop components include Microsoft Excel and Word. We’ve architected SDA so that many tasks can be accomplished offline, including quote creation, product/service configuration and document generation. Once a user is back online with the internet, quote and output files are automatically pushed to central locations – including Microsoft SharePoint, network drives or cloud drives – and quote/opportunity data is pushed to the cloud-based SDA Dashboard. Mobile devices such as smartphones and tablets can be used to access and use the SDA Dashboard, or to manage quote files and document outputs in SharePoint. Integrated with Familiar Tools SDA integrates with Microsoft SharePoint, DocuSign, and Salesforce. We also can integrate with manufacturer and distributor tools for importing pricing and configurations, CRMs, back office solutions utilizing export functionality and custom direct integrations. Updateable and Customizable SDA’s modularity makes it easy to update and refine. Each SDA component can be updated independently of the other, allowing subject-matter experts to make changes to appropriate content modules. These can then be assembled together just before a combined update is distributed to users. ## SalesDoc Architect Pros & Cons **What users like:** - Users appreciate the **ease of use** of SalesDoc Architect, finding it well-organized and structured for efficient navigation. (1 reviews) - Users appreciate the **organization and structure** of SalesDoc Architect, enhancing their workflow and productivity. (1 reviews) - Users appreciate the **organized and structured design** of SalesDoc Architect, enhancing their workflow and productivity. (1 reviews) **What users dislike:** - Users find it **difficult to learn** SalesDoc Architect initially, which can hinder their overall productivity. (1 reviews) - Users find the **initial usage difficulty** of SalesDoc Architect challenging, impacting their early experience with the tool. (1 reviews) - Users find the **learning curve challenging** in the initial days of using SalesDoc Architect. (1 reviews) ## SalesDoc Architect Reviews ### 1. To sort things out in a more organised way - the tool is helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Isha M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about SalesDoc Architect?** it is quite organising and structured in the way it has been designed **What do you dislike about SalesDoc Architect?** it might get difficult to get handy with the tool in the initial days **What problems is SalesDoc Architect solving and how is that benefiting you?** earlier, it was a bit difficult to keep track of things but now it is more organised - [View SalesDoc Architect pricing details and edition comparison](https://www.g2.com/products/salesdoc-architect/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+13%3A05%3A09+-0500&secure%5Bsession_id%5D=8044cbe1-2556-4fa5-ac98-d8332e1cafb3&secure%5Btoken%5D=681df64adc20da0951903d41971ec23c16b3bad0624ceb9bb715a12fc9ac2f35&format=llm_user) ## SalesDoc Architect Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **RFP Generation** - Templates - RFX - Versioning - Questions Library **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **RFP Distribution** - Tracking - Analysis - Selection **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Submissions** - Collaboration - Knowledge Base - Review - Reporting **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **RFP Response** - Project Management - Content Library - Access - Automation - Export - Import **Generative AI** - AI Text Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top SalesDoc Architect Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,306 reviews) - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,271 reviews) - [Loopio](https://www.g2.com/products/loopio/reviews) - 4.6/5.0 (802 reviews)