Enable sales ops to send deal NDAs and investor forms

Sales ops miss inquiries that leave prospects blocked from the VDR and stall deals. It replies with the project NDA and investor form so reps gain qualified prospects and VDR access.

Overview

Marketplace inquiries that don't get the right NDA and investor instructions immediately often drop out of the funnel and slow deal momentum. This workflow makes every inquiry actionable—sending the correct NDA and investor form, logging the prospect, and notifying reps so VDR access and qualified engagement happen without manual chase.

Notable Features

Send project-specific NDA instantly
Attach investor-profile link automatically
Log prospect details to CRM