Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Turn first email drafts into complete options for approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Email you a link when a proposal on your deal is rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
See how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Update your draft quote with the scope you just revised.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
See which buyer order details need correction before signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
Gather available contact and company details for prospecting.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
Draft buyer proposals from deal notes and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.