AI-Agents for Sales Coordinators in Proposal Management
Agents help Sales Coordinators keep incoming leads ready for follow-up.
Draft and Send Proposals
Turn prospect emails into proposals ready to send.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
Merge Proposal PDFs
Put the deal's proposal PDFs into one account folder packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Works with
5 tools
5 tools
Send Approved Proposals
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.
Works with
4 tools
4 tools
Draft Business Proposal
Prepare proposal drafts from sellers' discovery notes.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Works with
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