AI-Agents for Account Executives in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsShow the exact quote prices to correct before resubmission.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsEmail 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 toolsDraft prospect proposals from post-call needs and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSurface the terms promised in each signed client deal for team review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsFlag quote concessions that differ from the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsSend a proposal draft with approved terms for deal review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsTurn flagged prospect replies into clear tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsCombine deal PDFs into one proposal packet for the account team.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsReopen 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.
11 toolsKeep 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.
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