AI-Agents for Sales Operations in Document Conversion working with Microsoft Office 365
Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Send approved customer agreements for signature and update sales.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsLog signature requests against approved customer renewals.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsSend approved deal agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
10 toolsCombine 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.
5 tools
