Document Formatting AI-Agents for Sales Coordinators in Sales Operations in Consulting
Create invoice PDFs, transcribe recordings, format documents. Every one is ready to run, and you can adjust it in plain language.
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
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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