Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Send prepared emails to leads and see which contacts have replied.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Send approved leads an opening based on their sales notes.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Reach new prospects with approved copy and see which emails went out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Send 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.
Send 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.
Send 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.
Send 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.
Send 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.
Add 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.
Prepare quote discount replies for review before answering buyers.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Send approved deal agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.