AI-Agents for 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 client project requests into scoped proposal drafts.
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
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
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