AI sales reps now draft proposals only for deals that are ready
The "Draft proposals for deals that are ready" job used to pick any late-stage deal, including deals other reps owned, renewals and deals with no contact.
Fix · AI ·
The "Draft proposals for deals that are ready" job used to pick any late-stage deal, including deals other reps owned, renewals and deals with no contact. It now drafts only for unassigned (or handed-over) deals at the Proposal stage, with a contact email, where the customer asked for pricing in the last 14 days and no proposal exists yet. Each draft says why it was picked, deals that are missing something get a note saying what, and Activity shows one row per item instead of both "Suggested for you" and "Done". New sales reps start on "Ask me first" with 3 drafts a day.
October 2026 · Releases & improvements
Web layout in the docs editor now uses the full available width · Sort your files oldest first or Z to A
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
