Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Email deal owners a link when their proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Draft first outreach emails grounded in prospect and company details.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Send priced proposals that reflect each prospect's emailed needs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Tell clients who covers their sales contact and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
Reply to prospect email and route urgent deal requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Flag changes to approved prices or terms in customer quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
Find local prospects, send first emails, and report each result.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
Check quote concessions against the buyer's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Turn discovery recaps into seller-owned proposal drafts.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Send approved buyers first emails and report every send or skip.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Give deal owners a proposal draft to review before prospect delivery.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Prepare tailored first emails for prospects who fit the approved pitch.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.