AI-Agents for Sales in Request Intake working with Google Contacts
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep phone leads and follow-up status in the lead sheet.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
11 toolsWelcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsAdd the approved client scope to the draft quote for the deal.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsPut 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.
9 toolsPut the latest deal scope on draft quotes for customer review.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsCombine 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.
5 toolsShow the current client scope beside quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSend proposals for approval with supporting files attached.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 toolsSend approved customer contracts to signers and keep invite details on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsSend approved customer agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved customer agreements for signature and share signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsSend approved customer contracts for signature.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 tools
