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January 13, 2017 Business Technologies

Flexidocs: Amazingly Accurate Proposals in Far Less Time

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By Sonja Fridell

Flexidocs: Amazingly Accurate Proposals in Far Less Time

Flexidocs offers a platform that allows you smoothly push data from either SalesForce or SugarCRM to custom templates for your proposals and forms. Flexidocs saves you time by allowing you to transfer data instantly, as opposed to copying it manually to the template. In proposal writing, you can access information such as client interactions, sales data, budget expectations, business expenses and so much more that you add to your proposal at the click of a button.  Some of the features that allow you to create proposals instantly and with ease include:

Creative Control

Creative Control - FlexidocsProposals provide an opportunity to exhibit your businesses creativity.  With Flexidocs, you can employ familiar design tools, available with your Microsoft office package, without restrictions. The features allow you to mix up designs from Microsoft PowerPoint, Excel and Word, and fuse them seamlessly into your proposal.  This creates a visually appealing document in

Smooth CRM Integration

Seamlessly Integrate - Flexidocs
Flexidocs integrates smoothly with CRM platforms such as SalesForce CRM and SugarCRM, allowing you access to your proposal from anywhere within your system. The seamless and innovative user experiences available on these CRMs give you access to a multitude of data that relates to the customers journey, allowing you to customize your proposals with factual and real-time data.

Dynamic Calculations

Dynamic CalculationsA good proposal must include a comprehensive budget, which includes tax and other related expenses. The Flexidocs platform gives you the opportunity to generate complex calculations for your proposal’s budget or any other figure-driven segment with data available on your CRM.

Multi-Record Document Generation

Multi-Record Document CreationFlexidocs speeds up custom documentation by making it easy you to filter records, select the records relevant to you and then generate several documents specific to each record, and present the information on a single document. In proposal writing, you refer to multi-departmental and multi-regional records to provide you with the information you need for a comprehensive document. Flexidocs speeds up the process, helping you access all the records in a single document that you can easily integrate into your proposal.

Multi-Format Support

Multi-format SupportDepending on your expected output, Flexidocs supports several output formats such as Microsoft Word, Excel and Powerpoint. It also allows you to convert your proposal into a PDF document that you can share fast and easily across several platforms and document sharing applications. This feature is useful as you can generate the proposal in the format that suits you best and edit it fast to serve you accordingly.

Sophisticated Templates

TemplatesThe Flexidocs proposal engine supports complex functions such as creating conditional sections, calculations and repeating sections, which comes in handy when creating proposals. The templates allow you to work fast, and integrate all the information you need into a single document.


InteractivityFlexidocs’ interactivity helps generate accurate proposals as it prompts you to confirm and correct values for each document you generate. The feature allows you to create a single proposal that you can edit quickly and reuse, for example, sales proposals for stores in different regions.
Take advantage of Flexidocs features to simplify and speed up proposal writing.  Save time and resources while starting your year off profitably, and with the essential integrations to ramp up your business potential.  Pricing begins at $59 per month and is based on the number of available merges per month, and if you want to add electronic signing.  This pricing incorporates the set up of the module, with no extra fees needing to be paid outside of the monthly subscription.

Learn more about Flexidocs at our upcoming webinar on Wednesday, January 18th at 2:00 pm EST.  Register below:

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author bio

Sonja Fridell

Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.

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