Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
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.
Send approved proposals to prospects and keep the sent message.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved deal agreements to clients for signature.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send due quote check-ins and surface prospects' replies to the team.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.