Email Thread Summary

8 emails · 5 days
Re: SalesSheet Enterprise Proposal — TechCorp
Feb 12 – Feb 17, 2026
AM
ML
JH
Andres, Maria Lopez, Jennifer Huang
✨ AI Summary
Maria requested a proposal for 10 seats after a successful demo. Andres sent the enterprise proposal with custom pricing. Maria shared it with her team and Jennifer (legal) had questions about data residency. Andres clarified that data stays in US-West with SOC 2 compliance. Maria confirmed they are ready to move forward and wants to schedule an implementation call this week.
Key Decisions
TechCorp will proceed with 10-seat Enterprise plan at $48k/year
Data residency confirmed: US-West region, SOC 2 Type II compliant
Implementation kickoff call to be scheduled this week
Sentiment
Positive
Thread (8 emails)
ML
Maria Lopez
I've reviewed the proposal with my team and we're ready to move forward...
Feb 17
AM
Andres Muguira
All data is stored in US-West with full SOC 2 Type II certification...
Feb 16
JH
Jennifer Huang
Quick question on data residency — where is data stored and what certifications...
Feb 15