Use Cases / Workflows
POC/POV Plans
Generate personalized POC/POV documents in minutes
Overview
Generate personalized POC/POV plans and checklists using examples from your Knowledge Base, and personalized using information from a Deal.
Plans are typically created using the Customize Template workflow. This allows you to leverage AI-generated personalized content directly inside your .xlsx spreadsheets, .pptx presentations, or .docx documents.
Template Customization
Clickthrough Demo
How it Works
- Create a Template: Upload a POC/POV document as a Template in the Templates tab (or start from scratch). See more details in the Templates section. It’s helpful to use loop variables to dynamically generate multiple rows for action items.
- Customize with Deal Context: Choose Customize a Template from a Deal’s Action Menu. Then choose the POC/POV Template you’d like to customize.
- Draft: DealPage will automatically fill out the template using information from your Deal and your Template’s instructions. Review and edit the draft response as needed.
- Finalize Response: Finalize the response and export it into the desired format such as Powerpoint, or PDF.
Tips
- Provide examples and detailed instructions: The better the instructions in your Template, the more accurate the draft response will be.