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SalesDoc Architect

by Cors Productivity Solutions · Since 2003
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ActiveAvailable globallyCloud
Quick facts
VendorCors Productivity Solutions
Year launched2003
StatusActive
Location1100 Northwind Drive, Reston, VA 20194, US
Countries servedGlobal
Languages11
Integrations4+
Free tierNO
Free trialNO
Contact salesYES

About SalesDoc Architect

SalesDoc Architect (SDA) by Cors Productivity Solutions is a powerful, automation-driven platform tailored for organizations that need to translate complex technical requirements into accurate, client-ready proposals and Statements of Work.

SalesDoc Architect (SDA) by Cors Productivity Solutions is a powerful, automation-driven platform tailored for organizations that need to translate complex technical requirements into accurate, client-ready proposals and Statements of Work. Built within familiar tools like Microsoft Excel and Microsoft Word, it offers a low barrier to entry for users already comfortable with spreadsheets, while layering advanced configuration logic through its SDA dashboard. Its core strength lies in its rules-based engine, which automates solution configuration, dynamically generates content based on deal parameters, and enforces approval workflows to protect profit margins and prevent technical inconsistencies. Performance is notably strong due to its desktop-based processing, allowing users to handle large datasets and complex calculations quickly, even offline, which is particularly useful for field-based professionals. Integration with Microsoft 365, along with CRM platforms like Salesforce and Tigerpaw, ensures smooth data flow across sales and operations. While the interface may feel less modern compared to web-native tools and backend setup can require advanced Excel expertise, SDA compensates with precision, reliability, and the ability to produce highly customized, professional documents that reduce errors and scope creep.

Pros & Cons

Pros
  • Automatically catches overlooked items like cables or licensing, helping protect margins.
  • Works offline, so complex quotes can still move forward without internet access.
  • Produces polished, customized SOWs that read like they were manually prepared.
Cons
  • Feels more Windows-focused, which is awkward for macOS users without extra setup.
  • The backend logic can be tricky to configure and often needs strong Excel skills.
  • Pricing information is not publicly available, which may make budgeting and evaluation more difficult.

Features

Key features

Automated Solution Configuration

Uses built-in rules to automatically configure complex products and services based on specific customer requirements.

Rule-Based Profitability Workflow

Employs Excel-driven logic to mandate management approvals and ensure all necessary services are included to protect margins.

Discovery-Driven Document Generation

Automatically builds proposals and statements of work using data captured during the initial customer discovery phase.

Dynamic Content Creator

Intermixes Excel-calculated data with library content to generate highly customized tables, charts, and paragraphs.

Hybrid Cloud/Offline Functionality

Enables users to configure quotes and generate documents while offline, automatically syncing data once an internet connection is restored.

Additional features

Automated Solution Configuration

Automates the selection and quantity calculation of equipment and services based on user-provided inputs.

Goal Seek Pricing Functions

Provides various pricing approaches, including top-down and bottom-up calculations, with built-in functions to hit specific margin targets.

Profitability Workflow Logic

Utilizes Excel formulas to trigger mandatory approvals and include often-forgotten items to prevent margin erosion.

Automated Document Generation

Produces a variety of outputs including discovery memos, executive summaries, proposals, and implementation documents.

SDA Content Library

Stores and manages document content that is automatically pulled into outputs based on associated part numbers.

Dynamic Content Creator

Calculates and intermixes illustrative elements like tables and charts with standard text for rich document customization.

One-Off Content Integration

Allows users to add unique, non-automated content directly to a quote so it persists through document regenerations.

SDA Dashboard

Provides a cloud-based portal for management to filter quote data, forecast sales, and monitor the sales pipeline.

Offline Quote Creation

Enables the full process of solution configuration and document generation without requiring an active internet connection.

Automated Cloud Syncing

Pushes quote files and output documents to SharePoint or cloud drives automatically once the user returns online.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
20
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseChineseJapaneseKoreanRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇲🇽MXN🇯🇵JPY🇨🇳CNY🇮🇳INR🇧🇷BRL🇷🇺RUB🇦🇪AED🇸🇬SGD🇨🇭CHF🇸🇪SEK🇳🇴NOK🇩🇰DKK🇿🇦ZAR🇳🇿NZD🇭🇰HKD

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