Any solutions out there that can pull data from multiple sources to automatically create things like Pitch Decks, Pricing Proposals, etc. that are specific to the customer?
My reps are wasting a lot of time putting these things together and it'd be helpful to be able to pull in Customer information from Salesforce and Usage Information from our platform to automatically generate things like pricing proposals (current vs. proposed), specific product pitch decks, renewal/account review decks, etc.
We have licenses for Highspot, Coda, Guru, Notion, and Enterprise Google Workspace and I'm trying to figure out if any of these can accomplish what we are trying to do, or if we would need to figure out another solution. My SOPs team has zero clue about any of our GTM stack outside of SFDC.
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