Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Queue prospect drafts for approval and log each approved send.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Put role-aware subject options before reps for review.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Approve quotes within allowed rates or request corrections.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Show the first email or hold reason on each approved lead.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Alert your deal owners when rejected proposals need their attention.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Spot changed quote terms before approving a customer offer.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
Report first-email send results and skipped local prospects.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
Approve quotes only when concessions match the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Email the sales lead a recap of sends and skipped buyers with reasons.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Queue first email drafts for review after approving the pitch.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.
Prepare RFP proposals for review before client delivery.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.