Imagine360 is an employer health plan partner focused on helping self-funded employers manage healthcare costs, transparency, and member outcomes.
The company uses Salesforce to manage complex services and client relationships, but its proposal process had grown beyond what Salesforce alone could efficiently support. Imagine360 implemented Experlogix Document Automation to turn Salesforce data into flexible, polished sales proposals.
- Generate polished proposals in under a minute instead of spending hours in Excel.
- Improve document accuracy and consistency across the sales organization.
- Create proposals that are 95–100% ready even when customer requirements are highly customized.
- Support fixed, variable, and wholesale pricing models.
- Pull standardized product and service data directly from Salesforce.
- Use conditional logic to change proposal content based on services, pricing, and plan structure.
- Present internal and external pricing information differently without changing underlying Salesforce data.
- Improve time-to-market for new document templates and business requirements.
Challenge
Imagine360 offers both fixed-price and variable-price services, creating proposal requirements that went well beyond a simple Salesforce price sheet.
Employees relied on Excel-based pricing sheets and manually copied and pasted information to assemble customer proposals. The process consumed hours, introduced inconsistency and data-entry risk, delayed proposal delivery, and contributed to longer sales cycles.
Proposal sections needed to change depending on fixed, variable, and other billing structures.
Imagine360 needed formulas and conditional formatting that could adapt to complex service structures.
Internal pricing splits sometimes needed to be presented differently in client-facing documents.
Copying and pasting data into pricing sheets made proposal creation time-consuming and inconsistent.
Content needed to appear or disappear according to the selected services and pricing model.
Document formatting needed to react to complex pricing and plan information.
Imagine360 needed to define data structures and calculations beyond standard Salesforce fields.
Internal revenue information needed to be transformed into appropriate external-facing content.
Solution
Experlogix was already being used successfully by another Imagine360 department. Its direct Salesforce integration made Document Automation a natural fit for the proposal-generation project.
Imagine360 initially worked with the Experlogix Professional Services team to design a process authored in Microsoft Word, giving business users a familiar template environment while supporting more sophisticated data and document logic behind the scenes.
A standardized product catalog allows salespeople to select the services included in a proposal.
Selected Salesforce products are automatically formatted according to fixed, variable, or wholesale billing models.
Proposal sections change according to service type, pricing model, plan splits, and other business rules.
Custom data sets, formulas, and pseudo fields support presentation logic beyond the underlying Salesforce structure.
Sales chooses standardized products and services from the Salesforce product catalog.
Experlogix evaluates pricing models, plan structures, custom formulas, and conditional rules.
Document Automation assembles the appropriate sections, data, calculations, and formatting.
Even custom proposals can emerge 95–100% ready with little to no manual editing.
Imagine360 can use advanced custom data sets to transform information specifically for the generated proposal. For example, internal revenue splits can be presented differently to a client while leaving the core Salesforce data unchanged.
That flexibility lets the document layer adapt to business requirements without forcing the CRM data model to mirror every customer-facing presentation need.
Learn more about Experlogix template design en workflow automation.
Result
Imagine360 dramatically reduced the effort required to create sophisticated client proposals. Work that previously consumed hours in manual Excel processes can now be completed in under a minute.
Custom proposals are typically 95–100% ready when generated, requiring little to no manual editing while supporting fixed and variable pricing models, conditional content, advanced calculations, and dynamic formatting.
Automated Salesforce-driven proposals replace hours of manual Excel assembly.
Proposals with custom requirements now require little to no manual editing after generation.
Structured Salesforce data and reusable logic reduce reliance on manual copy-and-paste work.
Imagine360 reports significantly improved time-to-market for new document templates.
The same solution supports fixed and variable pricing models along with sophisticated display logic.
Multiple successful projects are already deployed, with additional Document Automation use cases in progress.
“We can solve our most complex business document requirements with Experlogix... We have freedom to walk into business meetings and just listen to them.”
Imagine360 demonstrates how Salesforce data and flexible document logic can work together to replace spreadsheet-driven proposal creation without forcing sales teams into disconnected tools.
See how Imagine360 connected Salesforce with flexible Document Automation to replace hours of manual Excel proposal work with polished, data-driven proposals generated in under a minute.
