Ever wish there was a simple way to have all your employees send potential customers personalized documents and collateral that presents your company as if you were making the presentation yourself.

Welcome to Professional Document Builder (PDB) 

PDB is our web based solution that allows you, your employees in the office or in the filed to send personalized and customized collateral to anyone, at any time from any browser using a simple form.

       
  • Insert Customer Information in all your correspondence

  • Personalize Cover Letters

  • Personalize Brochures and Collateral Materials

  • Conditionally add pages or attachments other files

Customize brochures, letters, and collateral materials from your vendors.

 

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Whether it’s an employee or a visitor to your website you can be assured that every potential customer will receive the right information the first time, every time.

We also offer you the ability to apply your business Workflow Rules to Professional Document Builder.

 

Workflow Automation

 

  • Automatically route notices (documents or emailes) to key employees

  • Create automated follow up procedures on incoming request

  • Create Lead Notification and forward them to the appropriate personnel

  • Captured information saved to file

  • Automated follow up procedures

For more information on this affordable solution that can tour your documents into a powerful one-to-one communication tool, contact us now.