Docs
Every document, drafted from the real story
Proposals, contracts, monthly reports — every client-facing document is auto-drafted from the actual record it belongs to, refined in a real editor, and sent without leaving the workspace.
Attached to the truth
Every document sits on the Deal, Cycle, or Company it’s about — never a loose file.
Edit in plain English
A permanent Document Assistant applies your edit as a before/after diff you approve.
Sounds like you
Brand Voice is inferred from your sent Gmail history, so drafts read like you wrote them.
- The first version is drafted from the relevant record — the Company, Deal, Cycle, and completed Tasks — not a blank page
- Document Templates give it a structural shell (sections, placeholders) to fill in, reusable across every Record of that type
- A permanent Document Assistant panel sits alongside the editor — describe an edit in plain English, review a before/after diff, accept or reject
- Every draft matches Brand Voice — inferred from your sent Gmail history or described manually, so outputs sound like you, not generic
- Sending is one step from inside the editor via your connected Gmail — the send is logged automatically as an Interaction against the client
Less paperwork. More business.
Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.