AI-Agents for Account Executives in Proposal Management
With Agents, Account Executives have more time to build trust and move deals forward.
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 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 toolsDraft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
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 toolsDraft client RFP responses with approved scope and prices.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsSend approved proposals to buyers and get a clear send receipt.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsAdd the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsShow where your revised quote departs from approved terms.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 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 toolsUpdate your draft quote with the scope you just revised.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
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