Check reviewer assignments, route requests, flag exceptions. Every one is ready to run, and you can adjust it in plain language.
Send approved customer agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Draft first answers to buyers' questions for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
Draft prospect replies that avoid unsupported offers.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Send approved customer agreements with a short signing note.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.