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Paxy · Account Executive desk

Account Executive Desk

Walk into every meeting already prepared.

The AE desk carries deals from first meeting to signature: it briefs you before every call, drafts and tracks proposals, X-rays the buying committee, and coaches your next move — grounded in what's actually happened on the deal.

A day in the life

1

Prep the meeting

A grounded brief on the account, the people, and the open questions — assembled from every prior touch.

2

Draft the proposal

Paxy drafts a branded proposal from the deal context; you edit, send, and watch opens and accepts in real time.

3

Read the room

Deal X-Ray maps the buying committee and flags who's missing; Negotiation Copilot rehearses objections before the call.

Features it uses

Plans that include it

Included in every plan (Sales department plan and up).

Compare plans

FAQ

Does it send proposals on its own?

No — you review and send. Tracking (opens, time-on-page, accept) is automatic once it's out.

Where does the coaching come from?

From the deal's own history — activities, stakeholders, stage age — never generic advice.

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