Proposal Generator
Generate a tailored proposal from CRM data, attach to deal, and send via email.
How it works
Retrieve deal details from HubSpot
Generate proposal in Google Docs
Attach proposal link to HubSpot deal
Send personalized email with proposal
Integrations
Every use case can be customized to work with the tools your team already uses.
Related use cases
Churn Risk Alert
Monitor existing customer accounts for signals indicating churn risk — declining engagement, support issues, missed renewals, negative sentiment — and alert the account manager with a prioritised risk list and recommended retention actions.
Send contract reminders
Track upcoming contract renewal and signature deadlines in CRM, classify by urgency, send personalised reminder emails to clients, alert the assigned sales rep via Slack, and log all activity back to the CRM.
Upsell / Expansion Signal Detector
Monitor existing customer accounts in CRM for signals indicating readiness for upsell or expansion — usage growth, new hires, funding, product engagement — and alert the account manager with a prioritised opportunity list.
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