AI-Agents for Account Executives in Client Services in Document Formatting working with Microsoft Office 365
Create invoice PDFs, transcribe recordings, format documents. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Draft and Send Proposals
Draft prospect proposals from post-call needs and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
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