AI-Agents for Account Executives in Approvals working with Microsoft Dynamics 365 CRM

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 with29 tools

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 with15 tools

Show where your revised quote departs from approved terms.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 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

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

See which buyer order details need correction before signature.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Prepare a deal proposal with approved costs and visible gaps.

Get a business proposal draft in your company’s format, with costs and open questions ready for your review.

Works with