Streamline sales reps sending approved cash offers instantly

Sales reps flag approved offers in spreadsheets, missing outreach that cools negotiations and stalls deals. It emails offers and PDFs to prospects and alerts reps so clients receive paperwork fast.

Overview

Missed or delayed offer emails let negotiation momentum slip and put deals at risk. This workflow delivers approved cash offers and paperwork to prospects while alerting reps, removing manual handoffs and ensuring clients get paperwork fast. That means reps can follow up promptly and keep deals moving.

Notable Features

Send offer emails with attachments
Notify sales reps on delivery
Attach approved paperwork as PDF