AI-Agents for Deal Desk Analysts
Agents give Deal Desk Analysts more time to assess deals and advise on approvals.
Verify buyer purchase orders before clearing quotes for signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsApprove eligible quotes and flag any over-limit lines.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsCheck quote dates and terms before commercial signoff.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsMark discount requests needing approval in a draft for sales review.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Add the latest client scope to draft quotes for deal review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
