Sales and LeadsNew
Generate branded proposals and quotes as PDF with approval
Turn a short request form into a branded PDF proposal with priced line items and VAT, then approve it before it is shared and emailed.
PD
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Integration
PDF AI workflow templates
Generate PDF documents. Start with Generate branded proposals and quotes as PDF with approval, Review contracts against your playbook and flag risks, with legal sign-off or Daily executive briefing (PDF).
3 templatesBrowse freeDeploy on Pro and above
Legal and ComplianceNew
Review contracts against your playbook and flag risks, with legal sign-off
Reads a contract PDF from a legal inbox, flags clauses that break your playbook with verified quotes, and replies only after a lawyer approves.
PDOpExecutive and ProductivityNew
Daily executive briefing (PDF)
Every weekday morning, turn your calendar, KPI sheet and unread email into a one-page PDF briefing and email it.
PD+2Browse free. Deploy on Pro and above.
Every template is open to read. Deploying one into your workspace needs a Pro, Team or Enterprise plan; Starter workspaces can browse the whole library.