AI-Agents for Account Executives in Construction 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 toolsSend a relevant prospect follow-up when a deal reaches the next stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsSend deal follow-ups that reflect each prospect's latest reply.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsFlag quote concessions that differ from the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 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 toolsSend due follow-ups on open deals and log what went out.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 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.
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