Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Spot local projects early and rank them by fit.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Draft new client proposals from buyer RFPs and approved services.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Send approved proposals for new business before bids close.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Send approved new business proposals from the sales mailbox.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Turn new opportunity notes into proposals for seller review.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Reply to new business inquiries and flag questions needing judgment.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.