Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Draft fee and scope replies against the current project proposal.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Send project agreements for client signature and file final copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved project agreements for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft a response when a prospect passes on a design proposal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Send design agreements for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send approved design service agreements for project signatures.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Send approved design agreements to clients for signature.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.