Sales and Marketing

Sales and marketing proposals are the front line of business. They are usually the first and sometimes the only documents that clients look at. Proposals and reports must provide accurate statistics and need to leverage data from many sources both in and outside of a company.

WallStreetDocs’ Document Automation Solutions enable companies to provide standardized proposals very quickly, and our template services allow them to produce easy to use marketing slide shows based on various trade and other input data while also allowing for specific layout and branding requirements.

WallStreetDocs is available both on a hosted basis and on a deployed basis.  For clients choosing the hosted option, WallStreetDocs takes responsibility for template development and maintenance. Whether you want the entire process outsourced, or if you would prefer us to train your in-house team, WallStreetDocs can assist you with every aspect of the document automation process.