Documents that move complex deals forward
Deliver personalized business cases and stakeholder docs before questions arise, making your sales team the partner buyers trust
Documents that move complex deals forward
Deliver personalized business cases and stakeholder docs before questions arise, making your sales team the partner buyers trust
Documents that move complex deals forward
Deliver personalized business cases and stakeholder docs before questions arise, making your sales team the partner buyers trust
How it works
Unblock the buying team.
Unlock the deal.
Instantly transform sales insights into personalized business cases and buyer-ready documents
Train Model
Add discovery notes, buyer personas, value props, and implementation process to create a tailored AI model
Business Case
Generate a compelling business case from 12+ templates specific to your customers unique opportunity
Generate Docs
Help buyers see the path to value by creating 150+ custom docs from evaluation to training with a single click
Plan the Deal
Collaborate on the details of software buying while also learning what your buying team is focused on
Train Model
Add discovery notes, buyer personas, value props, and implementation process to create a tailored AI model
Business Case
Generate a compelling business case from 12+ templates specific to your customers unique opportunity
Generate Docs
Help buyers see the path to value by creating 150+ custom docs from evaluation to training with a single click
Plan the Deal
Collaborate on the details of software buying while also learning what your buying team is focused on
Features
Multiple decision-makers.
Custom docs for each persona.
From custom business cases to persona-specific docs, every feature is designed to help you accelerate deals, align stakeholders, and stand out in crowded sales cycles
AI Trained on your Sales Motion
We ingest your sales process, value props, discovery notes, personas, and implementation steps to create a custom model trained on how you sell—not how someone else does.
Product level value propositions
Build for pilots, proof of concepts, or multi-year deals
Add discovery notes for each customer for personalized results
AI Trained on your Sales Motion
We ingest your sales process, value props, discovery notes, personas, and implementation steps to create a custom model trained on how you sell—not how someone else does.
Product level value propositions
Build for pilots, proof of concepts, or multi-year deals
Add discovery notes for each customer for personalized results
AI Trained on your Sales Motion
We ingest your sales process, value props, discovery notes, personas, and implementation steps to create a custom model trained on how you sell—not how someone else does.
Product level value propositions
Build for pilots, proof of concepts, or multi-year deals
Add discovery notes for each customer for personalized results
Persona-Specific Doc Generation
Build stakeholder-ready docs in seconds. Whether it’s an executive one-pager for the CFO or a technical rollout plan for IT, each doc is built from your business case and tuned to what each buyer needs to see.
150+ documents built from interviewing buying teams
Generate and share docs to show you have buyer empathy
Tweak documents to help buying teams avoid internal roadblocks
Persona-Specific Doc Generation
Build stakeholder-ready docs in seconds. Whether it’s an executive one-pager for the CFO or a technical rollout plan for IT, each doc is built from your business case and tuned to what each buyer needs to see.
150+ documents built from interviewing buying teams
Generate and share docs to show you have buyer empathy
Tweak documents to help buying teams avoid internal roadblocks
Persona-Specific Doc Generation
Build stakeholder-ready docs in seconds. Whether it’s an executive one-pager for the CFO or a technical rollout plan for IT, each doc is built from your business case and tuned to what each buyer needs to see.
150+ documents built from interviewing buying teams
Generate and share docs to show you have buyer empathy
Tweak documents to help buying teams avoid internal roadblocks
Collaborate Directly with the Buying Team
Invite your champion, or the entire buying team, to a shared space where you can create and co-edit documents. Collaborate to plan how this deal becomes tangible value for your buyers.
Either generate documents privately or invite buying team members
Create documents for each phase of the deal to put buyers at ease
Inform your sales team which buying teams are actively solutioning
Collaborate Directly with the Buying Team
Invite your champion, or the entire buying team, to a shared space where you can create and co-edit documents. Collaborate to plan how this deal becomes tangible value for your buyers.
Either generate documents privately or invite buying team members
Create documents for each phase of the deal to put buyers at ease
Inform your sales team which buying teams are actively solutioning
Collaborate Directly with the Buying Team
Invite your champion, or the entire buying team, to a shared space where you can create and co-edit documents. Collaborate to plan how this deal becomes tangible value for your buyers.
Either generate documents privately or invite buying team members
Create documents for each phase of the deal to put buyers at ease
Inform your sales team which buying teams are actively solutioning
"Customers thought we were spending hours preparing custom plans when in reality we were justing using FlexDocs."
"Customers thought we were spending hours preparing custom plans when in reality we were justing using FlexDocs."
"Customers thought we were spending hours preparing custom plans when in reality we were justing using FlexDocs."
Russell Taylor
Russell Taylor
Russell Taylor
CEO, Hello Outbound
CEO, Hello Outbound
Tracking
Track What Your Buyers Actually Care About
Stop guessing what the buying team is working on
Document analytics
Understand which documents are being created or modified by the buying team
Improve forecasting
Learn which buying teams are planning implementation or training
Buyer side privacy controls
Permission based access allows buying teams to share contents or keep private
Document analytics
Understand which documents are being created or modified by the buying team
Improve forecasting
Learn which buying teams are planning implementation or training
Buyer side privacy controls
Permission based access allows buying teams to share contents or keep private
Document analytics
Understand which documents are being created or modified by the buying team
Improve forecasting
Learn which buying teams are planning implementation or training
Buyer side privacy controls
Permission based access allows buying teams to share contents or keep private
150+ Buyer-Ready Docs to Keep Your Deal Moving
Customized to your deal’s needs
Business Cases
Start by picking from 12 different business cases oriented towards ROI, risk mitigation, time to value, operational efficiency, digital transformation and more.
Business Cases
Start by picking from 12 different business cases oriented towards ROI, risk mitigation, time to value, operational efficiency, digital transformation and more.
Evaluation Requirements
Help buying teams create criteria for evaluating vendors, or auto-populate docs that create decision making frameworks to accelerate deals.
Evaluation Requirements
Help buying teams create criteria for evaluating vendors, or auto-populate docs that create decision making frameworks to accelerate deals.
Migration Plans
Put buying teams at ease by mapping out a detailed plan for migrating from an existing vendor to your solution
Migration Plans
Put buying teams at ease by mapping out a detailed plan for migrating from an existing vendor to your solution
Proof of Concepts
If pilots are popular in your sales motion, select a framework that establishes how and when expansion happens
Proof of Concepts
If pilots are popular in your sales motion, select a framework that establishes how and when expansion happens
Change Management
Never let a deal stall because managers don't want to build change management plans associated with your deal. Click and populate multiple versions
Change Management
Never let a deal stall because managers don't want to build change management plans associated with your deal. Click and populate multiple versions
Role Specific Training
Remote only team? We have training for that. Managers need to control the message and keep end users engaged? Just a click away.
Role Specific Training
Remote only team? We have training for that. Managers need to control the message and keep end users engaged? Just a click away.
FlexDoc FAQ
Frequently Asked Questions
What type of documents does FlexDoc offer?
Over 150+ templates related to the software buying journey are included. Documents like business cases, ROI calculators, executive briefs, roll-out plans, migration plans, change management guides - all built with a single click with context from vendors and discovery notes.
Is FlexDoc free?
No, vendors pay to use FlexDoc and offer it as a tool for their sales teams, as well as, a tool for buying teams.
How are the documents customized?
We build a model for every vendor on the platform that customizes documents to help buying teams save time.
How does FlexDoc ensure the security and privacy of my data?
At FlexDoc, we prioritize your data's security and privacy by implementing industry-standard encryption, conducting regular security audits, and adhering to privacy laws like GDPR and CCPA. We are committed to protecting your information and your customers' data from unauthorized access.
What type of documents does FlexDoc offer?
Over 150+ templates related to the software buying journey are included. Documents like business cases, ROI calculators, executive briefs, roll-out plans, migration plans, change management guides - all built with a single click with context from vendors and discovery notes.
Is FlexDoc free?
No, vendors pay to use FlexDoc and offer it as a tool for their sales teams, as well as, a tool for buying teams.
How are the documents customized?
We build a model for every vendor on the platform that customizes documents to help buying teams save time.
How does FlexDoc ensure the security and privacy of my data?
At FlexDoc, we prioritize your data's security and privacy by implementing industry-standard encryption, conducting regular security audits, and adhering to privacy laws like GDPR and CCPA. We are committed to protecting your information and your customers' data from unauthorized access.
What type of documents does FlexDoc offer?
Over 150+ templates related to the software buying journey are included. Documents like business cases, ROI calculators, executive briefs, roll-out plans, migration plans, change management guides - all built with a single click with context from vendors and discovery notes.
Is FlexDoc free?
No, vendors pay to use FlexDoc and offer it as a tool for their sales teams, as well as, a tool for buying teams.
How are the documents customized?
We build a model for every vendor on the platform that customizes documents to help buying teams save time.
How does FlexDoc ensure the security and privacy of my data?
At FlexDoc, we prioritize your data's security and privacy by implementing industry-standard encryption, conducting regular security audits, and adhering to privacy laws like GDPR and CCPA. We are committed to protecting your information and your customers' data from unauthorized access.
No more internal roadblocks
More confident buyers, faster deal cycles
Reduce sales cycle time by 30% by giving buyers confidence
No more internal roadblocks
More confident buyers, faster deal cycles
Reduce sales cycle time by 30% by giving buyers confidence
No more internal roadblocks
More confident buyers, faster deal cycles
Reduce sales cycle time by 30% by giving buyers confidence