
AI proposals, client rooms and follow-up in one place
Turn client notes and meeting transcripts into editable proposals, SOWs, contracts and quotes. Share branded client rooms, collect e-signatures and follow engagement alongside contacts and deals. Copilot helps teams draft, review and move work forward. Premium is $29 per seat/month or $288 per seat/year. Clients are free. Try it for 14 days with 250 AI credits and no card.
A source that found nothing is a measurement. A source that has not run is a gap. Neither means the launch lacks the thing.