AI-Agents for Policy Exceptions working with monday.com
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsSee whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsYour sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
5 toolsKnow whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsYour sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsYour quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 tools