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Overview

Our Document Editors are used to edit initial drafts of content generated by Paige. These editors are designed to be simple and easy to use, with a focus on editing and finalizing content quickly with the help of AI.

There are 4 main editors in DealPage:

  1. AI Document: Create and edit documents in a simple markdown editor with built in AI functionality. Used in the Document Generation workflow and RFP Response workflow.
  2. AI Spreadsheet: Create and edit spreadsheets in a simple spreadsheet editor with built in AI functionality. Used in the Security Questionnaire Response workflow.
  3. AI Email Client: Create and edit emails in an AI email client. Used in the Email Response workflow.
  4. Office Format Editor: Create and edit .docx and .pptx files created with the Customize Template workflow

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AI Document Editor

The AI Document Editor is a markdown editor with built in AI functionality. It is used in the Document Generation workflow and RFP Response workflow.

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Features

  1. AI Rewriting: Highlight any text and ask AI to rewrite it with custom instructions.
  2. Real-Time Collaboration: Share the document with teammates and work on it together in real-time.
  3. Export: Export the document into a designed document template, to Google Drive, or download as a .docx.
  4. Sources: See the sources Paige used to generate the document and click on them to view the full document.
  5. Media: Embed images, videos, and links from your Knowledge Base into the document.

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AI Spreadsheet Editor

The AI Spreadsheet Editor is a simple spreadsheet editor with built in AI functionality. It is used in the Security Questionnaire Response workflow.

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Features

  1. AI Autofill: Select rows or columns and ask AI to fill them with information from your Knowledge Base.
  2. AI Rewriting: Highlight any text and ask AI to rewrite it with custom instructions.
  3. Column Types: Choose different column types like multi-select, text, and attachment
  4. Export: Export the spreadsheet as a shareable .xlsx file in DealPage, to Google Drive, or download to your device.
  5. Sources: See the sources Paige used to generate the spreadsheet and click on them to view the full document.

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AI Email Client

The AI Email Client is a simple email editor with built in AI functionality. It is used in the Email Response workflow.

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Features

  1. AI Responses: Auto-draft a response to an email thread with AI. This includes responses to questions inside the email.
  2. AI Compose: Auto-draft an email from scratch with AI using custom instructions.
  3. Context: Provide context (like meeting notes) to the AI to help it understand the conversation and draft a more personalized email.
  4. Attachments: Attach files from your Knowledge Base to the email.
  5. Send: Send the email directly from the AI Email Client or export it to your email client.

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Office Format Editor

The Office Format Editor is used to edit .docx and .pptx files created with the Customize Template workflow.

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Features

  1. Variables: Use AI to edit pre-defined variables in your documents with custom content
  2. Templates: Bring your own branded templates and export AI Documents into them
  3. Edit: Edit documents and presentations in a fully-functional Office 365 editor inside DealPage
  4. Design: Design the document with custom fonts, colors, images, and styles

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Tips

See the Workflows pages for more information on individual workflows that you are interested in.

Completing WorkflowsDeals