Proposal Communication

Most proposals don't die from a "no" — they die from "wait, what do I do with this?"

The moment you send a proposal, the person on the other end has questions you can't see: where do I sign, do I have to do it today, what happens after, who do I even ask? That hesitation is where deals quietly stall — not because the customer wasn't interested, but because nobody told them the next step. This worker is the concierge that closes that gap.

The instant a proposal goes out, it sends the recipient a warm, plain-language note that shows them exactly how to review and sign, spells out what happens after they do, and makes it clear a real person is one reply away. When they write back with a question, it answers the ones you've pre-approved — instantly, in-thread — and quietly hands anything about pricing, legal, or refunds to you instead of guessing. It reminds a quiet signer exactly once, as a friendly "in case it slipped past your inbox," never as a nag.

And it keeps you in the loop where it counts: the moment your proposal is opened, you get a one-line heads-up so you can reach out while interest is live; the moment it's signed, you get the win. It pairs cleanly with a chaser if you have one — this is the friendly voice that explains and reassures, not the one that pressures. Works with PandaDoc or DocuSign, alerts you over Slack or email, and runs the day you turn it on.

Connects to: Google Workspace · Slack · DocuSign/Pandadoc