AI-Agents for Account Executives in Request Intake working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Attach Approved Scope
Add the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Works with
15 tools
15 tools
Replace Quote Scope
Update your draft quote with the scope you just revised.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
Works with
6 tools
6 tools
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