AI-Agents for Proposal Managers in Approvals working with Google Drive
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Replace stale scope attachments on draft client quotes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsLink revised proposals to prior decisions and open a new review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsShow which proposal needs a rewrite after internal review.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsCreate revision tasks from proposal rejections with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 toolsLink the latest client scope to quotes under review.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAttach current scope and pricing files before proposal approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 tools
