AI-Agents for Account Executives in Business Development in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft client RFP responses with approved scope and prices.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsSend the final approved agreement to the deal's named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsDraft 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.
14 toolsFind bookable sales call times in each buyer's time zone.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsDraft a new client proposal from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft prospect proposals for review from deal notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Prepare a deal proposal with approved costs and visible gaps.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Answer buyer texts with deal context and flag unresolved questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Add qualified contacts from saved profiles to the outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Send approved deal agreements with a clear signing deadline.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
