AI-Agents for Account Executives in Handoffs working with Pipefy
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
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.
Works with
29 tools
29 tools
Review Proposal Revisions
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 with
11 tools
11 tools
Assign Proposal Revision Tasks
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 with
13 tools
13 tools
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