Produce the post-discovery follow-up package after a sales call: a personalized email recap, and, when your sales process calls for it, a personalized proposal (in PandaDoc or Google Docs, or your own existing template), plus an email draft and a confirmation summary. Nothing is ever sent. Reads all
Produce the post-discovery follow-up package after a sales call: a personalized email recap, and, when your sales process calls for it, a personalized proposal (in PandaDoc or Google Docs, or your own existing template), plus an email draft and a confirmation summary. Nothing is ever sent. Reads all of your specifics (offer, pricing, identity, proposal backend, and where the proposal sits in your
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