🚀 Sales Use Cases

Sales & Procurement

Standardize, send, and track documents—faster than ever.

Packets will help sales and procurement teams move deals forward without chasing PDFs or managing chaos in email threads.

What you'll get with Packets

Powerful tools designed to streamline your sales and procurement workflows

📑
90% faster

Reusable proposal templates

Create branded, standardized sales proposals. Auto-fill key fields and send in minutes—not hours.

📤
Real-time

One-click send + track

Share documents with clients or vendors and track when they open, sign, or ignore it—down to the second.

🤝
70% faster

Contract workflows for procurement

Route vendor contracts for internal approval, e-signature, and archiving with built-in audit trails.

🧠
AI-powered

AI-assisted drafting

Let Packets help fill standard clauses, suggest terms, and auto-flag missing compliance fields.

📊
Live updates

Real-time status dashboards

See which contracts are pending, which proposals are stuck, and who needs to take action.

🔐
100% tracked

Full audit trail

Every action logged. Every signature timestamped. Fully searchable, fully accountable.

Example Workflow: Procurement Contract

Watch how Packets streamlines your procurement process from start to finish

Step 1 of 6
17% Complete

1. Create contract using pre-approved template

2 min

Start with standardized, legal-approved templates

2. Auto-fill vendor details and payment terms

30 sec

AI populates contract fields automatically

3. Route to legal for quick review

1 day

Automated routing to appropriate stakeholders

4. E-sign with internal + vendor stakeholders

2 days

Secure digital signatures from all parties

5. Final copy sent and archived

Instant

Automatic distribution and secure storage

6. Audit log auto-updated for compliance

Automatic

Complete trail for regulatory requirements

Outcomes for your team

Measurable improvements that transform your sales and procurement operations

200%
% faster

Close deals faster with proposal automation

70%
% reduction

Cut contract approval cycles

100%
% standardized

Maintain consistent formatting

95%
% visibility

Track everything in one place

300%
% efficiency

Scale ops without scaling headcount

Designed for

Built specifically for teams that need to move fast and stay organized

B2B Sales Teams

handling high volume proposals

Proposal automation
Client tracking
Deal pipeline management
Performance analytics

Procurement & Ops Leads

managing vendor paperwork

Vendor management
Contract routing
Approval workflows
Compliance tracking

Mid-sized companies

standardizing legal & finance docs

Document templates
Legal compliance
Finance integration
Audit trails

AI-first teams

integrating contracts into their workflows

AI assistance
Smart automation
Workflow integration
Data insights
🚀 Early Access

Want to preview how your team can use it?

Free during beta
Early access features
Direct feedback to our team