How it works

From the buyer's email to a reply your rep can send.

Your rep forwards one email. Each owner decides only their part. Girard puts the answers and the paperwork together.

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01Forward

Forward the buyer's email.

Every company gets its own Girard forwarding address. Your rep forwards the email with its attachments, or copies Girard on the thread, then confirms which deal it belongs to.

Fwd: Before we can signTo your Girard address
Security questionnaire.xlsxContract changes.docxSupplier packet.pdf

Girard proposes: Two-year agreement, new deal

Confirm

02Split

The list becomes asks, each with its owner.

Girard splits every question and clause into separate asks. Past decisions answer what they can, and your rep confirms the matches in one pass.

Asks on this dealSample
  • Security131 of 142 questionsFrom past decisions
  • Security11 new questionsDrafting
  • Finance18% discount, two-year termTo owner
  • ProductSingle sign-on, standard planTo owner

03Draft

AI drafts, with a source for every claim.

New answers are drafted from your company library and split into single claims, each beside the line it came from. A claim with no source goes to its owner to state, with evidence.

Draft for sign-off · EncryptionSecurity owner

  • Customer data is encrypted at rest with AES-256.

    Source: Information security policy, section 4.2

  • Encryption keys are rotated every 90 days.

    No source found. The owner must state this and attach evidence.

04Decide

Each owner decides their part.

Owners reply in plain words, from their phone, or in Slack or Teams. Girard reads each decision back with a short window to undo it. If someone is away, a working-hours clock brings in their backup.

Re: Discount on a two-year termFinance owner
Finance owner

Counter at 15%, not 18.

Girard

You countered at 15% for a two-year term. Reply UNDO to change it before it counts.

05Limits

Limits answer inside the lines.

Owners set limits once. Inside a limit the answer is ready at once; outside it, the owner decides. Reps see the answer, never the limit.

What your rep sees

Discount: 12%

Approved

What the owner sees

Asked 12% · Your limit 15%

06Reply

Answers and paperwork come back together.

Girard fills the buyer's own spreadsheet or Word file and produces the order form, the redline and the evidence pack. A person on your team sends the reply from their own mailbox.

Ready for your repAll five lanes decided
Security questionnaire.xlsxBuyer's own file, filledOrder formWord and PDFRedlineTracked changesEvidence packPDF with dates

07Remember

Every decision is kept.

Decisions become policy for the next deal, wherever they still apply. Every promise joins the commitment record, with who authorised it and whether it was kept.

Commitment record1 new row
Single sign-on on the standard planProduct · offered → approved → in the contractOwed by 31 Mar

08Getting started

Day one needs nothing uploaded.

  • Start from what you have. Past questionnaires, your company documents, or the first live questionnaire.
  • Name the owners. For each term and topic: an owner, a backup and the person with the final say.
  • Forward the first deal. Girard learns your positions as your owners decide, and keeps them.

09Connections

Works with the tools you already use.

  • Email. Any mailbox, through your forwarding address. Gmail connects directly.
  • Slack and Microsoft Teams. Notices, questions to experts, and decisions.
  • Salesforce and HubSpot. Opportunities read in. Approved terms written back to HubSpot.
  • Docusign and PandaDoc. Contracts handed off for signature.
  • Stripe, QuickBooks and NetSuite. Signed terms as a structured hand-off.
  • Buyer portals. OneTrust, Whistic, ServiceNow, Coupa, Ariba, Jaggaer and Oracle, through a browser extension.

See it on one of your deals.

Book a demoWhy trust it