AI-Agents for Client Services in Compliance working with Gmail
File signed agreements, route approval requests, check reviewers. Every one is ready to run, and you can adjust it in plain language.
Draft and Send Proposals
Turn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
Draft Business Proposal
Draft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Works with
10 tools
10 tools
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