Integration, live
dpaperwork and Gmail
Reads client email so the record stays current, and sends drafts you approve.
What it reads
- Threads with your clients, to log activity and spot a conversation that went quiet.
- Replies that change a deal, such as a yes, a question or a delay.
What it drafts
- Follow-ups to a quiet proposal.
- Replies to client questions, written from the client history.
Where you approve
Nothing sends until you accept the draft. Sending uses your own Gmail account.
Leave the call with your first follow-up drafted.
A short call to connect Gmail and your calendar, bring in your clients and set the first rules. You approve everything it drafts.