Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Acknowledge client messages when their usual account contact is away.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
See revised quote differences in the deal notes for each account.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Draft client proposals from account needs 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.
Put a customer reply draft in your chat for review.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.