AI that writes from your actual business context — not a blank prompt box. Generate proposals, contracts, SOWs, update emails, job descriptions, and RFP responses with the customer name, deal value, and prior conversation already woven in. The draft comes out of the same record it belongs to. No copy-paste. No context-switching.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Each draft pulls live data from the attached record — deal value, customer name, project scope — so the output is specific, not generic filler you have to rewrite.
Save a prompt that worked as a reusable template. The team uses it across every customer, with their data interpolated automatically — no prompt engineering per use.
Set formal, conversational, or technical registers per template type. Sales emails sound different from legal SOWs; one toggle separates them.
Proposals, NDAs, policy docs, job descriptions, customer-update emails — all drafting flows through the same editor, attached to the record they belong to.
Highlight any paragraph, ask the AI to shorten, rephrase, or harden the language — without leaving the document or opening a second tab.
Powered by your own OpenAI, Anthropic, or Google API key. Customer data is never used to train models, and stays in your workspace.
Jasper and Copy.ai are great at generating content — but they have no idea who your customer is, what the deal is worth, or where the signed doc needs to live. That context gap is the entire problem.
Start free with VCard & Link-in-Bio. Turn on AI document drafting and the rest of the catalog from one flat plan — no per-seat fee, ever.