Proposals you refine in conversation
The Proposals view holds the proposals the agent drafts from your offer and company profile. You change them by saying what should be different.
What you find in Proposals
For each proposal you see the client, the status and the latest version. You adjust the programme, the prices and individual sections in the chat, and before you send it the agent checks that the numbers add up.
- Have a proposal written for a client you describe in a few sentences.
- Change the price, the programme or a section without opening the document.
- Filter by status to see which proposals are still open.
These agents work in Proposals
Ask in the chat and the agent reads Proposals, adds to it or updates it. You see the result right away.
Sales assistant
The Sales Assistant finds companies that match your target group, enriches them into leads with a contact person and contact details, and then prepares the conversation and the proposal. Price, promise and sending stay yours.
The tools behind Proposals
Other views in the same category
Questions about Proposals
What tone does the agent write in?
The one in your company profile. The more you record there about your offer and style, the closer the first draft gets to your own writing.
Does the agent check the amounts?
Yes. Before sending, it checks that the prices and totals in the proposal add up.
See how Proposals fits your work?
In a 15 minute strategy call we look at which agents and views fit your process.