AI-Agents for Account Executives in Decision Logging
Copy decisions to tasks, tell owners about rejections, pass on revision notes. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Email you a link when a proposal on your deal is rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Works with
29 tools
29 tools
Alert Proposal Owners
Show why your client proposal needs revision before resubmission.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Works with
6 tools
6 tools
Published by
Approvals Essentials
Assign Proposal Revision Tasks
Add rejected client proposals to your task list with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
Works with
13 tools
13 tools
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