AccountMade

Get Started

Start with the next decision the buyer needs to make: a proposal, technical brief, deck, or set of security answers. AccountMade brings Account and Opportunity context, reusable company claims, and your own edits into Documents, Slides, Spreadsheets, and Pages.

You can create and edit work manually, start from a template, or ask the Assistant for help. Review the result before sharing. Linked claims retain evidence and version context; bespoke wording still needs your judgment.

The order that works

  1. Choose the buyer task. Create work from Home, or choose Use template in Templates and select an Account and an Opportunity where relevant. A blank Project is also a valid starting point.
  2. Prepare the context. Check the buyer details and reusable claims in Claim Pack. Keep source evidence available and set reusable controls in Brand. See Brand, Assets, and Evidence.
  3. Tailor the artifact. Write directly, adapt a template, or ask the Assistant for a focused draft or edit. AI work depends on the workspace's configured model/provider; check its result and saved state before using it. See Create Buyer Work.
  4. Review the revision. Inspect linked claims and evidence alongside bespoke content. When a linked claim changes, use the Project's review choices to update the work, keep an intentional exception, or defer review. See Review and Approve.
  5. Choose what to publish. Internal edits do not publish a buyer correction. Choose a Pinned or Current link deliberately. Native import and export are still being qualified; confirm file support before promising a particular output. See Share and Export.

What to have ready

  • Brand materials — logo, palette, type, and approved layouts to guide the work and its final review.
  • Approved source material for any claim that must be precise and easy for a reviewer to trace.
  • Account and Opportunity context — the buyer, their questions, and the decision the work should help them make.

Inbound governance

When a security questionnaire or RFP arrives, use Answer a Questionnaire. Prepare and review answers with the relevant security, legal, and compliance evidence. Keep unanswered questions visible and confirm file-return support before committing to the buyer's original format.

Finding your way around

The left rail groups Home, Projects, and Accounts under Workspace; Artifacts, Asset Library, and Templates under Work; and Claim Pack, Brand, and Shared under Governance. Workspace controls are in Settings.

Use Projects to organize buyer work and review linked changes, Artifacts to find your Documents, Slides, Spreadsheets, and Pages, and Shared to inspect published links. Creating or editing an artifact is separate from publishing it to a buyer.