Deal Doc
Builds clean one-page acquisition and offer sheets from CRM exports and Drive financials. Honest numbers only — no invented prices, no soft-asset dollar guesses, buyer-safe PDFs for peer owners.
What it does
- Builds clean one-page acquisition and offer sheets from CRM exports and Drive financials
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Deal Doc’s share page with Open in Bot.
- Add Deal Doc in Bot.
- Start a chat with Deal Doc, then review what it produces and check any factual claims.
3Use it
Shared by Johnathan Coker. Open it in Bot to start using it.