Up-to-date sales materials in Microsoft 365—less editing, more selling.
Kameleon centralizes sales presentations, proposals, pricing calculators, contracts, product descriptions, and other sales documents—making them easy to find and easy to use. Create a single source of truth for sales materials and free your sales team from manual document editing.
No need to learn a new system. Kameleon works within the Microsoft 365 environment using native Office files.
How Kameleon works in 4 steps
Sales leadership
1) Centralize sales materials
Centralize all existing sales presentations, proposals, pricing calculators, and other sales documents in one place within Kameleon.
Upload materials easily using drag and drop, directly as native Office files—without the need to modify or rework existing content.
Sales team
2) Use approved sales materials
Sales teams find and use materials directly in familiar Microsoft Office applications and Microsoft Teams.
Documents can be personalized using slides and reusable phrases—select exactly the right references, pricing, delivery method, or other customer-specific content.
Because documents are native Office files, sales teams can easily edit them freely - manually or with Copilot.
Send documents for electronic signature via Visma Sign directly from Word, PowerPoint, or Excel—without any manual steps in betwee
Sales team
3) Collaborate
Finalized presentations, proposals, pricing calculations, and other sales documents are always saved in your own Microsoft 365 environment.
Kameleon can automate saving to SharePoint or Microsoft Teams, ensuring that:
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documents are named automatically
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files are stored in the correct library
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metadata is applied consistently
This allows you to fully leverage Microsoft 365 capabilities, including search, lifecycle management, access control, and other native features.
Sales leadership
4) Develop materials & processes
Sales content is constantly evolving. With Kameleon, content owners can:
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Edit content directly in Microsoft Office
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Publish updates to the sales team with just a few clicks
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Ensure changes are applied instantly, without sales needing to search for or replace updated versions
Adding and removing document templates is simple and fast.
Documents can be enriched with data from external systems (such as pricing, product, or customer data), speeding up document creation and reducing human error.
Why teams choose Kameleon
Single source of truth
Always use the right versions—outdated documents are retired.
You know exactly which documents your sales team uses.
Updates are quick and easy to make and publish—without manual communication or follow-ups.
SHAREPOINT
Documents remain stored in your own systems, where they are easy to manage. You can also fully leverage all native Microsoft 365 capabilities.
Native to Microsoft Office
PowerPoint, Word, and Excel are familiar to everyone—no new systems to learn and no proprietary file formats.
Automation that reduces manual work
Naming, storage, and data handling are automated. Automation reduces errors and makes document creation easier and faster.