File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
List prospect emails with failed or unconfirmed sends for review.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
Keep first-email results visible on approved leads for rep follow-up.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Turn prospect emails into proposals ready to send.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Send approved proposals to the right prospects and notify their salespeople.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved deal PDFs to signers and record the request on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Record email send results on the right prospect row.
See reported delivery results beside the exact outreach email your team approved. Your register flags failed and unmatched sends for review.