Answer routine questions, flag complaints, escalate cases. Every one is ready to run, and you can adjust it in plain language.
Combine deal PDFs and update the deal with the finished packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Check discount requests against policy before drafting a reply.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.