Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
File ad inquiries with service and timing before sales outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
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.