Everything you need to make the introduction

Ready to bring PerfectIt to your team? We've gathered the resources you need to make the case, from ready-to-send emails and one-page summaries to explainer videos and security information for IT and procurement reviews. Or, if you'd prefer a faster route, book a walkthrough and we'll help answer your team's questions directly.

Everything here is designed to help you introduce PerfectIt to colleagues, managers, or other departments with minimal effort. Choose the resources that fit your situation and share them today.

Everything you need to make the introduction

Pick what fits your situation and share it today.

  • Internal email templates

    Six ready-to-use templates covering peer introductions, senior decision-makers, medical writing, proposals, compliance, and quick forwards. Personalize a sentence or two and send.

  • One-page summary

    A concise overview of PerfectIt that's easy to forward, attach to an email, or bring to a meeting.

  • Product overview deck

    A detailed introduction to PerfectIt, including key features, common use cases, team benefits, and customer examples. Ideal for sharing with colleagues who want a deeper understanding before booking a walkthrough.

  • Short explainer video

    A short, jargon-free overview of what PerfectIt does, what it checks, and why teams rely on it.

  • Champion enablement pack

    A practical guide for introducing PerfectIt internally, including talk tracks, sector-specific examples, common questions, and guidance on where PerfectIt is most commonly used.

Email templates you can use today

Six ready-to-use templates covering the most common internal conversations. Add a sentence about your own experience and they're ready to send.


Template 1: Generic (any team → any team)

Subject: Worth a look for your team

Hi {Name},

I wanted to flag a tool we’ve been using called PerfectIt that’s made a noticeable difference to how we handle document consistency.

It checks things like terminology, acronyms, capitalization, hyphenation, spelling and punctuation across a document, which has saved us a lot of time on manual checks.

We’ve found it especially useful when multiple people are working on the same document or when we’re under time pressure and small inconsistencies are easy to miss.

I thought it might be relevant for your team as well.

Happy to show you how we’re using it, or I can connect you with the PerfectIt team for a quick walkthrough.

Best,
[Your name]

Template 2: Generic (more senior / decision-maker tone)

Subject: Quick suggestion for improving document consistency

Hi {Name},

I wanted to share something we’ve been using that’s helped improve consistency and reduce manual checking across our documents.

It’s called PerfectIt. It runs in Word and PowerPoint and checks for consistency in terminology, acronyms, capitalization, hyphenation, spelling and punctuation.

For us, it’s been particularly useful in multi-author documents, where keeping everything aligned can otherwise take a significant amount of time.

It might be worth your team taking a look.

I’m happy to show how we’re using it, or introduce you to the PerfectIt team for a short walkthrough.

Best,
[Your name]

Template 5: Compliance / Risk angle

Subject: Might help reduce review risk

Hi {Name},

I wanted to share a tool we’ve been using that’s helped us reduce the risk of inconsistencies in our documents.

It’s called PerfectIt. It checks for things like terminology, acronyms, capitalization, hyphenation, spelling and punctuation, which are easy to miss but can create issues in formal or regulated documents.

We’ve found it particularly useful as a final check before documents are shared.

It might be worth your team taking a look.

Happy to show you how we’re using it, or I can connect you with the PerfectIt team.

Best,
[Your name]

Template 6: Very short forward version

Subject: FW: worth a quick look

Hi {Name},

We’ve been using this tool (PerfectIt) to improve consistency in our documents and reduce manual checking.

Thought it might be relevant for your team.

Happy to show you how we’re using it or connect you with the team.

Best,
[Your name]

Template 3: Medical Writing → Regulatory Affairs

Subject: Thought this might be useful for Regulatory

Hi {Name},

I wanted to flag a tool we’ve been using in Medical Writing called PerfectIt that’s helped us a lot with consistency and error-checking in our documents.

It automatically checks defined terms, acronyms, capitalization, hyphenation, spelling and punctuation against our style rules before submission.

We’ve found it particularly useful for catching small inconsistencies that are easy to miss under deadline pressure.

Given how closely Regulatory works with these documents, I thought it might be helpful for your team to see it as well.

Happy to show you how we’re using it, or I can connect you with the PerfectIt team for a quick walkthrough.

Best,
[Your name]

Template 4: Proposal / Bid team → Sales / Pre-sales

Subject: This has helped us speed up reviews

Hi {Name},

I wanted to share something we’ve been using in the proposal team that’s made a real difference to review time.

It’s called PerfectIt. It checks for consistency across documents, things like terminology, acronyms, capitalization, hyphenation, spelling and punctuation.

It’s been especially useful in large, multi-author proposals where keeping everything aligned manually can take a lot of time.

I thought it might be relevant for your team as well, particularly for pre-sales or client-facing documents.

Happy to show you how we’re using it, or I can connect you with the PerfectIt team for a quick walkthrough.

Best,
[Your name]

How to introduce PerfectIt in three simple steps

You don't need to become a product expert. These three steps are usually enough to start the conversation.

Step 1:
Identify where the challenge exists

Think about teams producing long, complex, or highly reviewed documents. These teams often spend significant time checking consistency, maintaining quality standards, and coordinating feedback across multiple contributors.

Step 2:
Share the right resource

Think about the level of detail your audience needs. For a quick introduction, choose an email template and attach the one-page summary. If they're looking for more detail, send the Product Overview Deck k. For a more structured discussion, the Champion Enablement Pack includes talking points, supporting materials, and answers to common questions.

Step 3:
Connect them with us

You don't need to explain every feature or answer every question. Simply introduce the team to us and we'll be happy to provide a walkthrough tailored to their needs.

Teams that often benefit from PerfectIt

If PerfectIt has improved your team's document review process, these are some of the other teams that frequently see similar benefits.

Regulatory Affairs

Submissions, controlled content, and strict accuracy requirements.

Consulting

Client reports, branded deliverables, and collaborative document production.

Medical Writing

Structured documents, defined terminology, and quality control requirements.

Legal

Contracts, policies, formal documents, and consistency risk.

Corporate Communications

Executive communications, annual reports, and brand consistency.

Proposal and Bid Teams

Multi-author responses, tight deadlines, and reviewer scrutiny.

Compliance and Risk

Governance documentation, audit requirements, and heavy review workloads.

Global Teams

Multiple regions, multiple contributors, and one consistent standard.

Frequently Asked Questions

The questions decision-makers, IT leads, and procurement teams ask most.

Ready to introduce PerfectIt?

Whether you'd like to make the introduction yourself or would prefer us to help, we've got you covered.

Additional links: Download email templates | Download Product Overview Deck | Download one-page summary

Need technical, security, or procurement information? Visit our evaluation resources for security documentation, deployment information, procurement support materials, and technical FAQs. Go to Evaluation Resources