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 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.