Agents help printing businesses keep print jobs on track and give teams more time for clients.
Show how many usable prospects the team has for the week.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
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.
Review current territory leads and locations that need a closer look.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
Put the client's scope beside the quote awaiting your approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
See the quote variance before approving revised pricing.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
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.
Review new territory prospects and possible account matches.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Approve quotes with valid dates and accepted customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
Prepare discount replies for your salespeople to review before sending.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.