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.
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.
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.
Attach the approved scope version to the quote you review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Show deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Show quote differences beside the file before approval.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
See which team quotes need your review before they go out.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
Clear quotes for signing when the buyer's order matches.
Know whether a buyer order matches your sales quote before the quote goes out for signature.