AI-Agents for Proposal Coordinators in Client Services in Request Intake working with Microsoft Office 365
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
Assemble proposal drafts with scope gaps marked for seller 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
Draft and Send Proposals
Fill branded proposal drafts and flag missing scope for review.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
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