The deal changed. The proposal should not be left behind.
Products, quantities, discounts and commercial terms evolve during a sale. With docu2.me, the proposal can be generated from the data already sitting on the Opportunity.
See this flow in a demo- Stage
- Proposal / Price Quote
- Amount
- US$ 48,200
- Products
- 3 items
TRIGGER
Opportunity updated Sales proposal
{ Client_Name } Acme LLC { Total_Amount } US$ 48,200 It is 4:42 p.m. The customer just asked for a revised proposal.
The sales rep just finished a meeting, and the customer asked to change the number of licenses before approving the proposal.
The Opportunity is updated in Salesforce. Products, quantity, discount and final amount are now correct in the CRM.
But the sales proposal was created separately. The rep needs to open the file again, edit the product table, update the total amount, double-check the commercial terms, export another PDF and make sure no outdated information was left in the document.
A simple change in the negotiation creates a second source of information to manage.
- Stage
- Proposal / Price Quote
- Amount
- US$ 48,200
- Products
- 3 items
- Stage
- Amount
- Products
The data changes in the CRM. The document never finds out.
The Opportunity goes from 100 to 150 licenses and the amount follows. The proposal file, open in another window, stays exactly as it was.
Divergent data
- Quantity
- 150
- Amount
- US$ 48,200
- Quantity
- 100
- Amount
- US$ 42,000
The proposal starts to be born from the negotiation itself.
With docu2.me, the sales template uses the data from the Opportunity and its related records.
Instead of manually carrying information from Salesforce into another document, the rep generates the proposal using data that already exists in the sales process.
Fields such as { Client_Name }, { Total_Amount } and { Validity_Date } can be resolved in the document. Related lists can feed product tables and other template content.
Sales proposal
{ Client_Name }{ Total_Amount }When the Opportunity changes, the proposal is generated again with current data.
- Quantity
- 100 150
- Amount
- US$ 42,000 US$ 48,200
Sales proposal
{ Total_Amount } Opportunity.Amount | Sales proposal | 150 | US$ 48,200 |
From the sales record to the sent document.
- 01
Record
The Opportunity holds the sales data the team uses.
- 02
Template
docu2.me uses a standardized sales proposal template.
- 03
Rule
Flow, Apex or a user action can start the generation according to the process defined by the company.
- 04
Output
The proposal is generated with the corresponding data and can move on to PDF and email.
What changes for the sales team.
The proposal stops being a file that runs parallel to the deal.
With docu2.me, the document can be an output of the sales process that already happens in Salesforce, bringing proposal, data and opportunity closer together.