Sales proposals automated production solutions
Specific operational steps for realizing proposal efficiency multipliers:
- Reuse of historical proposals: Enter the command "基于@OldProposal.docx生成新能源客户版".
- Smart Fill: The system automatically matches variables such as customer name, project data, etc.
- Chart Optimization: Use formatting commands such as "Turn this data into a bar chart".
Additional efficiency tools:
- Create industry-specific "proposal component library" workflows
- Set up automatic connection to CRM system to get customer data (Enterprise Edition feature)
- Generate content while dictating using the "voice input" function
Measured data from a tech company shows that the standard proposal production time is reduced from 8 hours to 2 hours, and crucially, a high degree of brand style consistency can be maintained.
This answer comes from the articleDoco: Microsoft Word's Built-in AI Writing Assistant for Efficient Document Creation and Enterprise-Grade SecurityThe
May not be reproduced without permission:AI productivity tools " How Sales Teams Can Reduce Proposal Production Time by 50% with Doco
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