Flexible Packages to Suit Your Needs

The Essential Pack is designed for existing Microsoft Office 365 subscribers who already use SharePoint for document management but needs an easy to use tool to automate and further streamline its proposal creation and document generation process. 

Inclusions:

• Connect OneDrive for Business and SharePoint Online content for faster access to your templates
• Quickly create new documents and presentations from custom templates
• Save reusable texts for future re-use to ensure consistency and compliance
• Rapidly personalise placeholder texts in templated content

The Premium Pack is ideal for large organisations using Office 365 with a sizeable sales & marketing and bids teams that need to collaborate faster and need more insight into content effectiveness.

Inclusions:

• Connect OneDrive for Business and SharePoint Online content for faster access to your templates
• Quickly create new documents and presentations from custom templates
• Save reusable texts for future re-use to ensure consistency and compliance
• Rapidly personalise placeholder texts in templated content
• Faster and more powerful content personalisation with Smart Rules
• Collaborate and create assignments without leaving Microsoft Word
• Allow refreshable contents in documents sync with Office 365 content in the cloud
• Advanced reporting on content effectiveness using Power BI or Excel

The Personalised Pack is recommended for organisations who do not have any document management solution or intranet in place but recognises the need to speed up its proposal and document creation process. Professional Advantage can help deploy these solutions to improve your overall team performance. 

Inclusions:

• Intranet-in-a-Box using SharePoint on Office 365 containing: 
  • Ready to use Team Sites extended and populated to suit your needs 
  • Document Resource Hub for your forms, policies, procedures and templates 
  • Automatic versioning and file recovery 
  • Co-authoring capability allowing your people to work on the same file, at the same time 
  • Built-in workflows to streamline and automate approvals 
  • Pre-configured metadata and classifications 
  • Fully mobile and highly responsive design
  • Branded home page to reflect your brand's unique identity 
  • Announcements, Events Calendar, Quick Links and Employee Directory 
• Choice of Essential or Premium Pack for proposal and document automation to go with your shiny, new Intranet-in-a-Box
• Migration assistance, project management, end-user training and post-project support