Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Prepare a clean lead list from the manager's email request.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
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.