AI-Agents for Sales in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add the approved client scope to the draft quote for the deal.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsPut the client's submitted scope beside the draft quote for deal review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsPut the latest deal scope on draft quotes for customer review.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsShow the current client scope beside quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsPut the latest client scope beside each draft quote for deal review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
