AI-Agents for Account Executives in Document Review working with Microsoft Dynamics 365 CRM
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsAdd 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.
15 toolsShow 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.
27 toolsSee 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.
18 toolsUpdate 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.
6 toolsSee which buyer order details need correction before signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsPrepare 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.
