AI-Agents for Account Executives in Client Services working with Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Attach the client's scope before the quote reaches approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsRecord the proof revision sent to each client reviewer.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsReopen review when a client's proposal changes after a decision.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsSend approved deal agreements to customers and share signing links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 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 tools
