AI-Agents for Account Executives in Proposal Management
With Agents, Account Executives have more time to build trust and move deals forward.
Combine deal PDFs into one proposal packet for the account team.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 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 toolsShow why your client proposal needs revision before resubmission.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsAdd 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.
13 toolsKeep the latest client scope beside quotes awaiting approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSend proposals for approval with current pricing and scope files.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 toolsSend approved proposals to prospects and confirm the link is active.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 toolsDraft buyer RFP answers for review before submission.
Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.
Prepare buyer RFP templates with sourced answers for deal review.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.
Draft buyer proposals from deal notes and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsDraft a new client proposal from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Put 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.
