AI-Agents for Deal Desk Analysts in Client Services
Agents give Deal Desk Analysts more time to assess deals and advise on approvals.
Review Proposal Revisions
Send revised fees and scope to the right reviewers.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Works with
11 tools
11 tools
Attach Scopes to Quotes
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.
Works with
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