Business Problem

Even those companies that have adapted a better proposal/contract generation system still face a slow workflow approval. Documents are often stuck in e-mail in-boxes for days or are routed to the wrong people. This leads to a poor perception from the customer due to lengthy turnaround times. Salespeople often spend time tracking down these approvals and spend less time on more importsant selling activities.

The proposal process is repeated many times each day and the defined processes and template documents change often to adapt to the changing business rules.

 

Active Wizard Solution

Active Wizard streamlines the entire process. The wizard driven interface captures required form data and then utilizes that data to dynamically generate the proposal, deal approval sheet and contract.  Then the exact approval route can be generated.  Impacted documents are selected from the document repository and routed accordingly.

 

Business Impact

• Higher win rates of sales opportunities
• Quicker turnaround time for review and approval
• No more incomplete or error-prone documents
• Increased sales productivity