AI-Agents for Account Executives in Approvals

Attach the client's scope before the quote reaches approval.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Record the proof revision sent to each client reviewer.

Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.

Works with6 tools

See how a revised customer quote compares with the approved deal.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

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 with6 tools

Reopen review when a client's proposal changes after a decision.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools

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 with6 tools

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 with13 tools

Keep the latest client scope beside quotes awaiting approval.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools

Send proposals for approval with current pricing and scope files.

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools

Send approved deal agreements to signers and log the invitation on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools

Send approved sales agreements for signature and share signer links.

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Works with5 tools

Send approved deal agreements to customers and share signing links.

Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.

Works with5 tools