Log replies, send outreach emails, book lead meetings. 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.
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 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.
Draft new client proposals from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.