AI-Agents for Account Executives in Proposal Management working with monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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 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 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 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.
6 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.
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