AI-Agents for Account Executives 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.
Combine deal PDFs into one proposal packet for the account team.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsKeep the latest client scope beside quotes awaiting approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSend proposals for approval with current pricing and scope files.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 toolsSend approved deal agreements to signers and log the invitation on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsSend approved sales agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 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 approved sales agreements to customer signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 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 toolsFind decision-makers at target accounts for direct outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 toolsReceive ad inquiries for owned accounts with the buyer's request.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsAdd verified buyer contacts and tailored messages to a campaign.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 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.
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