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Automate Slide Decks and Sales Materials

From first pitch to renewal, automate decks, briefs, and ROI models by combining CRM data, product content, and AI

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Personalized at Scale

Sales and success materials that look handcrafted - built automatically from your data

Sales Deck

Renewal ROI

Pilot Recap

Sales Deck

Renewal ROI

Pilot Recap

Sales Deck

Renewal ROI

Pilot Recap

Your Brand + Your Data + AI Insights

Blend deal data, usage metrics, and customer goals into every branded deck

Your Brand

Product Data

Monthly Recap

ROI Analysis

Recommendations

Pilot Expansion

Additional Revenue

Implementation

Your Brand

Product Data

Monthly Recap

ROI Analysis

Recommendations

Focus on High Value Activities

Give reps and CSMs back their time. Automate POC recaps, onboarding decks, quarterly reviews, and renewal justifications so teams can focus on relationships - not slides.

Time Spent Customizing Decks

Weekly Hours

Last 24hrs

Jerry Jacobs

Customer Checklist

Create Monthly Goal Deck

Justify ROI

Expand To New Products

Time Spent Customizing Decks

Weekly Hours

Last 24hrs

Jerry Jacobs

Tailored to Product, Persona, and Deal

Every deck is unique to a single customer, their goals, and their deal information

Monthly Visits

Last 24hrs

Retention

Top Referrals

Conversion

Grow Income

LanderX

Crystal

Monthly Visits

Last 24hrs

Retention

Top Referrals

Conversion

Grow Income

LanderX

Crystal

BENEFITS

Built to Automate Every Detail

Developed for sellers and post-sales teams that need high-quality materials

Custom ROI Model

Every generation is powered by a financial model specific to your products and deal

Custom ROI Model

Every generation is powered by a financial model specific to your products and deal

On-Brand Generations

Upload your existing materials and we'll recreate them with the same colors, fonts, and layouts for every deal

On-Brand Generations

Upload your existing materials and we'll recreate them with the same colors, fonts, and layouts for every deal

50+ Templates

POVs, business cases, TCO analysis, payback period analysis, change management plans, and more.

50+ Templates

POVs, business cases, TCO analysis, payback period analysis, change management plans, and more.

Enterprise Security

Prioritize safety with cutting-edge encryption and robust security features for every interaction

Enterprise Security

Prioritize safety with cutting-edge encryption and robust security features for every interaction

Tailor to each Persona

Build for the entire buying team or tailor generations for CFO, IT, or Legal persona specific to your product

Tailor to each Persona

Build for the entire buying team or tailor generations for CFO, IT, or Legal persona specific to your product

Knowledge Base

Organize your GTM info in one place so AI can intelligently use that information for high-quality generations

Knowledge Base

Organize your GTM info in one place so AI can intelligently use that information for high-quality generations

Time Savings
Deal Customization
Clear ROI
Customizable Plans
Buyer Confidence

Real-Time Automation
Deal Context
On-Brand Generations
Dedicated Support
From Hours to Seconds

CO-FOUNDERS NOTE

"No one gets paid to build decks. They get paid for customer outcomes. FlexDoc automates hours of work so you can focus on the stuff that matters."

Co-founder, CEO

INTEGRATIONS

Transform Your Data Into Deals

Connect with your favorite tools to streamline workflows

Use deal context from the most popular CRMs to automate content creation with necessary details

Leverage top AI models to analyze and craft copy off of your knowledge base

Connect data from BI tools to seamlessly fill decks with product data

Pull or push content to Google Drive for further customization in your favorite tools

Use deal context from the most popular CRMs to automate content creation with necessary details

Leverage top AI models to analyze and craft copy off of your knowledge base

Connect data from BI tools to seamlessly fill decks with product data

Pull or push content to Google Drive for further customization in your favorite tools

Use deal context from the most popular CRMs to automate content creation with necessary details

Leverage top AI models to analyze and craft copy off of your knowledge base

Connect data from BI tools to seamlessly fill decks with product data

Pull or push content to Google Drive for further customization in your favorite tools

COMPARISON

FlexDoc vs. Existing Solutions

See how we compare against others in performance, growth

Knowledge base trains your custom AI

Slides are automated with a click

ROI Calculator powers all generations

Recommendations built automatically

Latest automation solutions

Knowledge base trains your custom AI

Slides are automated with a click

ROI Calculator powers all generations

Recommendations built automatically

Latest automation solutions

Google Drive

Docs don't connect to anything

File > Make a Copy > Spend 45 minutes

Static calculator not connected to anything

Seller thinks critically and manually updates

All manual work with no version control

Docs don't connect to anything

File > Make a Copy > Spend 45 minutes

Static calculator not connected to anything

Seller thinks critically and manually updates

All manual work with no version control

AI-DRIVEN EFFICIENCY

Secure, On-Brand, Smart

Securely generate sales materials while AI learns from every modification your team makes

Effortless Integration

Your data is securely integrated into sales materials with customizable access controls.

Effortless Integration

Your data is securely integrated into sales materials with customizable access controls.

Secure & Scalable

Enterprise-grade encryption protects your information, while flexible tools adapt to your business needs.

Secure & Scalable

Enterprise-grade encryption protects your information, while flexible tools adapt to your business needs.

Reinforced Learning

Leverage AI-powered analytics to identify trends, predict outcomes, and optimize around your teams feedback.

Reinforced Learning

Leverage AI-powered analytics to identify trends, predict outcomes, and optimize around your teams feedback.

Smart Analytics

Real-Time Collaboration

Documented Flows

FAQs

FlexDoc FAQs

Automated decks?! You probably have questions

What are popular use cases for FlexDoc?

Our most popular use cases are: 1. Supporting AEs as they sell to multiple personas with specific deal information. 2. Automating pilot deck creation and 3. Automating monthly check-in decks for CSMs

Can I customize materials to match my brand?

Absolutely! Our AI detects brand guidelines but this is fully customizable, allowing you to change colors, fonts, images, and content to perfectly align with your brand identity.

How much does FlexDoc cost?

Schedule a demo with our team to discuss pricing.

Other than decks, what types of docs can you build?

We have 50+ templates that allow sellers to build POVs, business cases, ROI calculators, total cost of ownership, total cost of inaction, change management plans, etc.

Can materials be customized to my personas?

Yes, every generation can be customized to a persona.

What are popular use cases for FlexDoc?

Can I customize materials to match my brand?

How much does FlexDoc cost?

Other than decks, what types of docs can you build?

Can materials be customized to my personas?