AI-Agents for Sales in Approvals working with Formstack

Prepare prospect proposals that sellers can review before sending.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

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.

Works with38 tools

Put the client's submitted scope beside the draft quote for deal review.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Build outbound campaigns from verified prospects and tailored emails.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools