AI-Agents for Account Executives in Request Intake working with Pipefy
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
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.
Works with
29 tools
29 tools
Attach Approved Scope
Add 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.
Works with
15 tools
15 tools
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