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From client meetingto draft offer.
After a client meeting, DeltaManager prepares a draft offer. The salesperson fine-tunes it and sends it.
How DeltaManager works
- 1
Meeting
The salesperson meets the client.
- 2
Draft
DeltaManager prepares a draft offer from the meeting materials.
- 3
Review and sending
The salesperson edits the draft and sends it.
What it’s built on
Draft offer
A structured draft ready to edit.
Time saved
The salesperson doesn't start from a blank page.
A human approves
The offer is always sent by the salesperson.
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DeltaIQ pageFrequently asked questions
Does anything go out without our approval?
Do we need our own IT team?
What stage is DeltaManager at?

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