3 minutes from statement to proposal
Upload PDF → OCR extracts revenue + fees → multi-provider pricing → ready to send.
For Sales Agents
Less typing. More selling.
Statement OCR, AI-suggested rates, sequences that follow up so you don't have to, mobile statement upload from the merchant car park. Quote in 3 minutes. Move on to the next deal.
Today · Wednesday
Follow up Brindisi (proposal sent 3d ago)
@-mention from Sarah on Tre Sorelle
Forno reply received · sequence paused
Quick quote · 3 min
1 · Statement OCR extracted £58,420 monthly
2 · Multi-provider pricing rendered
3 · BoldSign proposal ready to send
Built for the car park
Phone camera statement upload. Mobile-friendly proposal review. Today screen with mentions + tasks.
Sequences follow up so you don't have to
Welcome → case study → nudge → break-up. Time-based. Configurable. Auto-pause on reply.
A normal day
What the agent actually does.
These are the moments the platform optimises — every other vendor is somewhere else, and you have to context-switch.
Today screen
Mentions, tasks due today, prospects to follow up, sequences finishing today. One scroll.
Mobile statement upload
Take a photo of the merchant's statement on your phone. OCR runs. Quote ready when you're back at the desk.
AI-suggested rate
Pricing engine recommends a competitive rate based on the statement + provider mix. Adjust manually if you want.
Quick-quote send
Proposal generated. BoldSign packet ready. Send in two clicks. Activity logged on the deal.
AI Knowledge inline
Ask a compliance or product question on the deal record. Answer with confidence score in seconds.
Sequences run themselves
Welcome sequence kicks off automatically. Reply pauses. You only see the deal again when it's ready to move.
Show this to your manager.
They'll start the trial. You'll quote 5x faster. Everyone wins.