Peter BoydProposal Automation Tool Saves Time, Effort

Great news for those clients using our Total Control Content management system: Our proposal automation tool allows you to generate a proposal from your existing Total Control content.

You no longer need multiple copies of your marketing materials in MS Word, PDF or your web site. You no longer have to update everything two or three times. Instead, you just update your web site, and it becomes your brochure that you can email as a PDF or print as a MS Word document.

Here is how the process works. First, keep your web site up to date in Total Control. Then when you need a PDF or MS Word copy of your web site, follow these steps:

  1. Click on the Proposal Icon;
  2. Select the pages you would like to include;
  3. Change any text on the pages, and a new copy is saved;
  4. Add any new pages;
  5. Order the new and old pages; then
  6. Generate a PDF/Word Document.

Note:”  We must do additional design work to create the PDF template. The time is anywhere from 2 to 4 hours per work, per template.

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