AI-Agents for Sales in Document Formatting working with Airtable
Create invoice PDFs, transcribe recordings, format documents. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
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.
Works with
10 tools
10 tools
Merge Proposal PDFs
Combine proposal PDFs and put the packet link on the sales deal.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Works with
5 tools
5 tools
Draft Client Proposals
Draft buyer proposals for sellers to review before sending.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Works with
14 tools
14 tools
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