AI-Agents for Account Executives in Proposal Management in Management Consulting working with Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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 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 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.
