One-click docs, slides, and calculators tailored to your deal

Because buyers don't want to see a cloned deck with a logo change

One-click docs, slides, and calculators tailored to your deal

Because buyers don't want to see a cloned deck with a logo change

One-click docs, slides, and calculators tailored to your deal

Because buyers don't want to see a cloned deck with a logo change

One-click docs, slides, and calculators tailored to your deal

Because buyers don't want to see a cloned deck with a logo change

How it works

Get Setup in Minutes

Be the most prepared salesperson on their shortlist

Show up to the first meeting with exec ready materials and plans

Build Profile

FlexDoc automatically generates a vendor profile with your value props, buying personas, and case studies, no integrations necessary

Deal Intelligence

FlexDoc agents develop pain points and solutions from your products for each deal based on all available public information

Sales Collateral

Business cases, POVs, executive briefs, custom decks. One-click to update personas and show your buyers you're prepped

ROI Calculator

An ROI calculator custom built for your deal that gets buyers and sellers talking about more important things like implementation

Build Profile

FlexDoc automatically generates a vendor profile with your value props, buying personas, and case studies, no integrations necessary

Deal Intelligence

FlexDoc agents develop pain points and solutions from your products for each deal based on all available public information

Sales Collateral

Business cases, POVs, executive briefs, custom decks. One-click to update personas and show your buyers you're prepped

ROI Calculator

An ROI calculator custom built for your deal that gets buyers and sellers talking about more important things like implementation

Build Profile

FlexDoc automatically generates a vendor profile with your value props, buying personas, and case studies, no integrations necessary

Deal Intelligence

FlexDoc agents develop pain points and solutions from your products for each deal based on all available public information

Sales Collateral

Business cases, POVs, executive briefs, custom decks. One-click to update personas and show your buyers you're prepped

ROI Calculator

An ROI calculator custom built for your deal that gets buyers and sellers talking about more important things like implementation

Features

Custom materials for each persona

Regenerate documents and presentations with updated values that tie to each persona

Answers for each persona

Your buyers want answers to their questions. The Head of IT cares about security while the RevOps lead wants to know what implementation looks like. It's all just a click away.

Build the same materials for multiple personas

Sales collateral templates cover everything from discovery to renewal

Add discovery notes for each customer for personalized results

Answers for each persona

Your buyers want answers to their questions. The Head of IT cares about security while the RevOps lead wants to know what implementation looks like. It's all just a click away.

Build the same materials for multiple personas

Sales collateral templates cover everything from discovery to renewal

Add discovery notes for each customer for personalized results

Answers for each persona

Your buyers want answers to their questions. The Head of IT cares about security while the RevOps lead wants to know what implementation looks like. It's all just a click away.

Build the same materials for multiple personas

Sales collateral templates cover everything from discovery to renewal

Add discovery notes for each customer for personalized results

Update existing decks with a click

Do you already have a sales deck that looks beautiful and reflects your brand? But reps hate spending 40 minutes updating it with relevant information to each customer? No worries, FlexDoc pushes data to that deck with a click.

Upload your existing deck and start filling customer content

Automatically fill ROI, pain points, and critical deal info

Show up to meetings with buyers looking like you spent hours on a custom deck

Update existing decks with a click

Do you already have a sales deck that looks beautiful and reflects your brand? But reps hate spending 40 minutes updating it with relevant information to each customer? No worries, FlexDoc pushes data to that deck with a click.

Upload your existing deck and start filling customer content

Automatically fill ROI, pain points, and critical deal info

Show up to meetings with buyers looking like you spent hours on a custom deck

Update existing decks with a click

Do you already have a sales deck that looks beautiful and reflects your brand? But reps hate spending 40 minutes updating it with relevant information to each customer? No worries, FlexDoc pushes data to that deck with a click.

Upload your existing deck and start filling customer content

Automatically fill ROI, pain points, and critical deal info

Show up to meetings with buyers looking like you spent hours on a custom deck

Update existing decks with a click

Do you already have a sales deck that looks beautiful and reflects your brand? But reps hate spending 40 minutes updating it with relevant information to each customer? No worries, FlexDoc pushes data to that deck with a click.

Upload your existing deck and start filling customer content

Automatically fill ROI, pain points, and critical deal info

Show up to meetings with buyers looking like you spent hours on a custom deck

"Customers thought we were spending hours preparing custom plans when in reality we were justing using FlexDoc."

"Customers thought we were spending hours preparing custom plans when in reality we were justing using FlexDoc."

"Customers thought we were spending hours preparing custom plans when in reality we were justing using FlexDoc."

Russell Taylor

Russell Taylor

Russell Taylor

CEO, Hello Outbound

CEO, Hello Outbound

Complex deals need lots of answers

Docs and presentations for every aspect of your sales cycle

Business Cases and POVs

Start by picking from 5 different business cases oriented towards ROI, risk mitigation, time to value, operational efficiency, digital transformation and more.

Business Cases and POVs

Start by picking from 5 different business cases oriented towards ROI, risk mitigation, time to value, operational efficiency, digital transformation and more.

Evaluation Requirements

Help buying teams create criteria for evaluating vendors, or auto-populate docs that create decision making frameworks to accelerate deals.

Evaluation Requirements

Help buying teams create criteria for evaluating vendors, or auto-populate docs that create decision making frameworks to accelerate deals.

Migration Plans

Put buying teams at ease by mapping out a detailed plan for migrating from an existing vendor to your solution

Migration Plans

Put buying teams at ease by mapping out a detailed plan for migrating from an existing vendor to your solution

Proof of Concepts

If pilots are popular in your sales motion, select a framework that establishes how and when expansion happens

Proof of Concepts

If pilots are popular in your sales motion, select a framework that establishes how and when expansion happens

Change Management

Never let a deal stall because managers don't want to build change management plans associated with your deal. Click and populate multiple versions

Change Management

Never let a deal stall because managers don't want to build change management plans associated with your deal. Click and populate multiple versions

Role Specific Training

Remote only team? We have training for that. Managers need to control the message and keep end users engaged? Just a click away.

Role Specific Training

Remote only team? We have training for that. Managers need to control the message and keep end users engaged? Just a click away.

No more internal roadblocks

More confident buyers, faster deal cycles

Reduce sales cycle time by 30% by giving buyers confidence

Stop bugging marketing for one-sheeters

More confident buyers, faster deal cycles

Reduce sales cycle time by 30% by giving buyers confidence

No more internal roadblocks

More confident buyers, faster deal cycles

Reduce sales cycle time by 30% by giving buyers confidence

No more internal roadblocks

More confident buyers, faster deal cycles

Reduce sales cycle time by 30% by giving buyers confidence