Risk reduction
Spend less time tracking compliance and protect sensitive client data with role-based access.
Sales
Close more deals.Chase fewer documents.
Proposals, pricing, contracts and client files in one secure place. Give your sales team the right document at every stage, and your clients a faster answer.
Secure sharing. Version control. Your clients, answered faster.
Built for the people who bring in revenueScroll to move the deal
01Account executives
02Sales operations
03Bid & proposal teams
04Sales leadership
FROM FIRST CALL TO SIGNED CONTRACT
One deal.
The right document at every step.
Follow an opportunity through Constellio: the right material found, a proposal built from approved content, a contract signed and a client file kept in order.
- 01Find
Ask in plain words. Get the right document.
An AI-based search engine understands natural-language questions, so a rep can find the latest pricing, case study or proposal without knowing where it was filed.
- Natural-language search
- Filters by client, type and date
- Always the latest version
- 02Propose
Build proposals from content that is already approved.
Start from a template and pull in approved pricing, clauses and references. Sales operations reviews the proposal in a customisable workflow before it goes out.
- Approved templates and clauses
- Review workflow before sending
- Every version kept
- 03Sign
Get the contract signed without the back-and-forth.
Send the contract for digital signature and follow its progress. The signed copy returns to the client file automatically, with its full history.
- Digital signatures
- Progress you can follow
- Signed copy filed automatically
- 04Share
Give clients and partners exactly what they need.
Share documents with granular access control and see changes in real time. Links can be limited in scope and time, and every view is recorded.
- Granular access control
- Real-time change tracking
- Time-limited sharing
HOW IT WORKS
Every sales document.
One source of truth.
Sales material is scattered across inboxes, drives and CRM attachments. Constellio brings it into one governed place, so your team works from current, approved content.
Deal activityACME-Q4Live
- MonProposal v3 generated from templateAccount executiveDrafted
- MonPricing reviewed by sales operationsSales operationsApproved
- TueProposal opened by the clientAcme IndustriesViewed
- ThuContract signed by both partiesIOSignSigned
- ThuFiled in the Acme client fileIOSafeFiled
THE RETURN ON ORDER
More selling time.
Less document hunting.
Constellio ECM automates repetitive sales tasks and puts key information one search away, with a low initial investment and rapid profitability.
Figure published by ConstellioROI
Return on investment
Up to 270%
Value returned compared with the initial investment, as published by Constellio.
The document behind every stage
Illustrative funnel. Stage widths show the shape of a pipeline, not your data.
Why sales teams choose Constellio
Better collaboration
Share documents and track versions between teams and partners without confusion.
Time savings
Automate repetitive sales processes and focus on higher-value work.
Better customer experience
Answer clients faster with quick access to the information they ask for.
Organizations that run on Constellio
ACROSS THE SALES CYCLE
One platform.
Every conversation covered.
Break down the information silos between sales, operations and legal, so every client conversation starts from the right document.
Proposals & bids
Respond to every request with your best material.
Reuse approved content from past proposals, keep pricing current and route each bid for review before it reaches the client.
- IODrive
- Process automation
Contracts
From redline to signature in one place.
Keep every draft, comment and redline together. Send the final version for signature and file it with the client record.
- IOSign
- IOSafe
Client service
Answer clients while they are still on the line.
Find a contract clause, an order history or a delivery note in seconds with natural-language search across every client file.
- IODrive
- IOSafe
Partners & channels
Share with partners without losing control.
Give resellers and partners the sales kits they need, with access scoped by role and changes tracked in real time.
- Access management
- Microsoft 365
THE SALES TOOLKIT
Faster from first call.
To signed contract.
Combine search, signatures, collaboration and governance around the moments that move a deal forward.
01
Connected collaboration
IODrive
Work on proposals and client files from the familiar desktop, always on the current version.
In sales
Proposals & client files
02
Digital signatures
IOSign
Send contracts for signature, follow their progress and keep the signed copy in context.
In sales
Contracts & order forms
03
Document capture
IOCapture
Turn signed paper forms and purchase orders into classified, searchable records.
In sales
Purchase orders & signed forms
04
Document governance
IOSafe
Protect client records with retention rules, granular access and traceability.
In sales
Client records & agreements
Keep sales content where your team already works.
Connect Microsoft 365 and Teams to Constellio so proposals and client files stay governed inside the tools your reps use every day.
QUESTIONS
Built around
your sales team.
What sales leaders usually ask before a demo. If yours is not here, ask us directly.
Talk to a specialist
01Does Constellio replace our CRM?
No. Your CRM manages accounts and opportunities; Constellio manages the documents around them (proposals, contracts and client files) with search, versions, signatures and governance. How the two connect is defined during the project’s technical scoping.
02How does the natural-language search work?
Constellio’s AI-based search engine interprets questions written in everyday language and returns the most relevant documents your permissions allow you to see, with filters by client, document type and date.
03Can we share documents with clients and partners securely?
Yes. Sharing uses granular access control: you decide who can view or edit, for how long, and every change and view is recorded in real time.
04Can proposals go through an approval before they are sent?
Yes. Customisable workflows route proposals and pricing to the right reviewers, such as sales operations or legal, before anything reaches the client.
05Where should we start?
Most sales teams start with one high-value process, such as proposals or contracts. Constellio’s migration, governance and support teams can help plan a phased deployment around your priorities.
YOUR NEXT DEAL
Sell with the right document.
Every time.
Let’s map a faster path from first call to signed contract for your sales team.
Or write to contact@constellio.com. Open source at its core, hosted your way.
