Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Tell clients who covers an engagement and flag urgent project emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
Send approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Draft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.