AI-Agents for Account Executives in Policy Exceptions working with Podio
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
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.
9 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 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 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 toolsFlag date or term fixes before you send a customer quote.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
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