Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Identify business buyers and prepare first emails using checked company details.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Flag possible repeat purchases for plant buyers to review.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
Pair product sales drafts with subjects suited to each contact.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Catch off-sheet unit prices on customer quotes before approval.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Flag parts invoice differences for supplier bill review.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
Link repeat supplier quotes to requests for production materials.
Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.
Flag changed unit prices or quantities in product quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
File supplier W-9s with requests for production purchases.
Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.
Verify product quote discounts against the buyer's latest 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.
Flag changed supplier quotes on approved materials requests.
See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.
Hold materials bill reviews when suppliers replace invoices.
Your bill review stays on hold when a supplier sends a corrected invoice, with both versions and the earlier decision linked for your reviewer.
Return parts supplier contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.