Prepare meetings thoroughly
Use approved service descriptions, product documents and existing presentations as your knowledge base. Ask specific questions instead of searching each file individually.
Nexoria for Sales & proposals
Sales & proposals: go into your next meeting with the right knowledge.
Prepare customer conversations, find the relevant information on your services and use it to develop proposals and presentations. Company knowledge and Office tools stay in one workflow.
In everyday work
From the first question to a solid draft.
A good proposal needs more than a template. It connects the specific enquiry with what your company can actually offer. Nex helps find information in stored documents and structure it for your preparation. You then continue working in Doc, Calc or Slides. Scope of services, prices and commitments remain subject to your professional review.
Structure proposals clearly
Use Nex to develop an outline and write service descriptions in Doc. This creates an editable draft that your team can add to and review.
Combine figures and presentation
Edit calculations in Calc and presentations in Slides. You can store the related files in Drive and make them available for collaboration.
A practical example
Preparing for an initial meeting
Existing documents turn into a concrete next step. Your team checks the result and continues working with it.
Discover Nex ↗
Nex · with your company knowledgeWhich of our described services match these requirements? Create a meeting structure and list open questions.
Structured preparation with relevant service areas, sources and points still to be clarified with the customer.
Basis: Example sources: service overview · product description · enquiryExample workflow · illustrative content
How it comes together
From starting point to result.
- 01
Compile the enquiry and background material
Gather the requirements and the related approved documents. Clarify which information is relevant for the preparation.
- 02
Research and organise content
Have Nex identify relevant service information. Check the sources and note open questions for the next meeting.
- 03
Draw up the proposal
Write the text in Doc, edit figures in Calc and prepare a presentation in Slides. Check the result before passing it on.
The right applications
One workflow. Your tools.
Include existing sources.
SharePoint, OneDrive, Google Drive and other systems can be connected on request. We agree the scope and indexing with you.
Good to know
Your questions.
Clear answers.
Does Nex create a binding proposal?
Nex can support research, outlining and writing. Binding prices, service commitments and contract terms must be reviewed and approved by your company.
Can existing sales materials be used?
Yes. Stored and indexed documents can serve as a knowledge base. Use current, approved versions and check the respective matching passages.
Do we need a new CRM for this?
No. In this workflow, Nexoria covers knowledge and document editing and can be used alongside your existing CRM. If required, we will agree on an integration with you separately.
Your next step
With your knowledge.
For your everyday work.
We will show you what Sales & proposals with Nexoria can look like in your business.
Arrange a call ↗