AI-Agents for Account Executives in Policy Exceptions working with Microsoft Office 365
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Check Quote Prices
Show 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.
Works with
9 tools
9 tools
Check Quote Concessions
Flag 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.
Works with
10 tools
10 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
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