Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Draft replies on guard coverage and rates from the approved quote.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Send approved security contracts for signature and log the deal invite.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send guard service agreements to approved clients for signature.
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.