TCO006 · Technical Communication
Sales Documentation
A shared foundation for the next customer conversation.
The starting point
Each salesperson explains the solution differently. Information for quotation and sales discussions is scattered or poorly matched to the conversation.
The approach
PreTeSo develops technical sales material against an agreed concept, connecting the customer task to the solution and the information needed to move the conversation forward.
What you receive
Sales documentation according to agreed concept.
Agreed scope
- Clarify the sales situation and information needs
- Define the concept and required documents
- Develop consistent technical statements and arguments
- Hand over the agreed document package
Illustrative structure
Example: a customer discussion guide
This shows a possible document structure. The final content and scope follow your task.
- Customer task and clarification questions
- Relevant solution approach
- Arguments and technical evidence
- Agreed next step
Process
From your source material to the agreed result
Define the brief
Agree the audience, purpose, format and deliverables.
Develop the content
Structure the material and clarify technical questions with your contact.
Review and deliver
Review the agreed content and deliver the confirmed version.
What PreTeSo needs from you
- Typical customer questions and the flow of your sales conversations
- Product material, sample quotations and approved references
- Target audiences, sales process and existing templates
Scope & project terms
Project fee
The final price is specified in your offer.
What determines the quote?
Number and type of documents, audiences, applications and available content and templates.
Responsibilities & boundaries
PreTeSo prepares the agreed material and coordinates the technical review with you. You provide the source information and approve technical statements. Any specialist partner contributions are identified and agreed in the offer.
The concept defines which documents belong to the package. Customer outreach, sales execution, CRM setup and legal review of quotations are not automatically included.
Which files will you receive?
The offer specifies the editable files and export formats included in delivery. Layout work follows the agreed corporate identity and templates.
How do review and delivery work?
The number of correction rounds and the schedule are agreed after reviewing your material. Changes beyond the agreed brief are scoped and priced before additional work begins.
Tell us what you need to communicate.
Describe the application, audience and material you already have. We will clarify the deliverable and prepare an offer for the agreed scope.
Opens an email with a short, editable brief.