AI-Agents for Account Executives in Estimating in Document Review
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 toolsAttach 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.
9 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 toolsPut the latest client scope beside each draft quote for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
