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Review Proposal Revisions

Prepare a new review when client proposal terms change

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Route a revised proposal for a fresh review

Reads

Proposal revision
Proposal revision
Your client's proposal change starts a run with its current version ID.
Current proposal
Current proposal
Your client's latest proposal provides the current fees, scope, version, and link.
Earlier reviewed proposal
Earlier reviewed proposal
Your earlier proposal version shows the terms behind the previous decision.
Earlier review task
Earlier review task
Your earlier review task shows its decision, reviewer, and current status.
Account reviewer matrix
Account reviewer matrix
Your reviewer matrix identifies who must reconsider changed proposal terms.
Linked task ID
Linked task ID
Your linked task ID connects the proposal to its earlier review.

Proposal file manager

Proposal file manager

Your proposal file manager keeps the current proposal and its earlier reviewed version for comparison.

Proposal review task manager

Proposal review task manager

Your proposal review task manager holds earlier decisions and receives the new review request.

Is the reviewed version or earlier review task missing?YesNo

Flag the proposal for manual reconciliation

Writes

Manual reconciliation flag
Manual reconciliation flag
You see which proposal needs its reviewed version or earlier task reconciled.

Does the reviewer matrix leave the right reviewer unclear?YesNo

Hold the handoff and ask the delivery manager to choose

Writes

Handoff hold
Handoff hold
Your team sees a pending review status before moving the proposal forward.
Reviewer choice request
Reviewer choice request
Your client delivery manager gets a request to choose an authorized reviewer.

Has the proposal changed again before opening the review?YesNo

Reread the proposal and stop this run

Open a linked review and hold the handoff

Writes

Proposal change summary
Proposal change summary
Your review shows what changed in the proposal and links both versions.
Linked pending review
Linked pending review
Your delivery manager receives a pending review linked to the old decision and current proposal.
Handoff hold
Handoff hold
Your team sees a pending review status before moving the proposal forward.

This Agent spots a revised client proposal after an earlier review. It compares versions and checks your reviewer rules. It opens a linked review and holds handoff for your delivery manager.

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Google Drive

Used as:

Proposal file manager
Google Drive keeps the current proposal and its earlier reviewed version for comparison.

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Airtable

Used as:

Proposal review task manager
Airtable holds earlier decisions and receives the new review request.

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monday.com

Used as:

Proposal review task manager
monday.com holds earlier decisions and receives the new review request.

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ClickUp

Used as:

Proposal review task manager
ClickUp holds earlier decisions and receives the new review request.

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Google Contacts

Used as:

Proposal file manager
Google Contacts keeps the current proposal and its earlier reviewed version for comparison.

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Dropbox

Used as:

Proposal file manager
Dropbox keeps the current proposal and its earlier reviewed version for comparison.

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OneDrive

Used as:

Proposal file manager
OneDrive keeps the current proposal and its earlier reviewed version for comparison.

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Microsoft Office 365

Used as:

Proposal file manager
Microsoft Office 365 keeps the current proposal and its earlier reviewed version for comparison.

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Podio

Used as:

Proposal review task manager
Podio holds earlier decisions and receives the new review request.

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Pipefy

Used as:

Proposal review task manager
Pipefy holds earlier decisions and receives the new review request.

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Kintone

Used as:

Proposal review task manager
Kintone holds earlier decisions and receives the new review request.

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Made for your industry

Review Proposal Revisions is made for businesses in these industries.

Advertising and Marketing
Route revised campaign proposals for review before client work moves on.
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IT Services
Recheck changed implementation proposals before client work proceeds.
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Consulting
Send changed engagement proposals through another review.
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Construction
Hold project handoffs while revised proposals get another review.
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Graphic Design
Route revised design proposals for review before delivery resumes.
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Architecture and Engineering
Reopen review when a project proposal changes scope or fees.
Show all Agents for the Architecture and Engineering industry

Made for your role

Review Proposal Revisions is made for people in these roles.

Account Executive
Reopen review when a client's proposal changes after a decision.
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Project Manager
Hold delivery until changes to a reviewed proposal get checked.
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Client Delivery Manager
Hold client handoffs until revised proposals have a fresh review.
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Proposal Manager
Link revised proposals to prior decisions and open a new review.
Show all Agents for the Proposal Manager role
Deal Desk Analyst
Send revised fees and scope to the right reviewers.
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Made for your department

Review Proposal Revisions is made for people in these departments.

Sales
Send changed client proposals back for review before work proceeds.
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Project Management
Keep delivery on hold while revised proposals return for review.
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Sales Operations
Route revised fees or scope to reviewers set by account rules.
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Client Services
Hold client handoffs until changed proposals receive a fresh review.
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Document Control
Link revised proposal files to the earlier review and current version.
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Proposal Management
Link revised proposals to prior decisions and open a new review.
Show all Agents for the Proposal Management department

How Review Proposal Revisions works

4 steps, in order, on every run.

Read the revised proposalRead the current proposal and its earlier reviewed version. Flag missing review history for manual reconciliation.
Check the earlier decisionFind the linked review task and confirm its status. Compare revised fees or scope with the terms it covered.
Apply your reviewer rulesCheck your account reviewer matrix and linked task ID. Identify who needs another review; hold handoff if the reviewer is unclear.
Open a linked reviewOpen a pending review linked to the current proposal and earlier decision. Hold handoff until the delivery manager decides.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or monday.com.

11 tools

Set your rules

Connect the reviewed client proposal location and identify the linked earlier review or decision field.
Enter the account reviewer matrix and linked task ID, authorized client delivery manager names, and the status that holds handoff pending review.
Limit access to the client proposal and review destination to the responsible team.

Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Review Proposal Revisions:

What do I need to set up?

Choose the proposal location and link it to the earlier review. Provide your reviewer matrix, linked task ID, and the status that holds handoff.

Does this approve revised proposals?

No. Your delivery manager makes the decision. The Agent prepares the changed terms and opens a linked review with handoff on hold.

What if the earlier review or reviewer is missing?

Your team gets a flag to reconcile missing review history. If your rules leave the reviewer unclear, your delivery manager chooses an authorized reviewer while handoff stays on hold.

What if the proposal changes again during review?

The Agent rereads the proposal and stops that run before opening an outdated request. Your team can review the latest version instead.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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