AI-Agents for Proposal Managers in Approvals working with monday.com
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Review tailored proposal drafts against approved offerings and rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsNotify deal owners when proposals your team created need revision.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsPrepare branded proposal drafts for the seller's review.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsFill the company proposal template with approved service terms.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsReplace 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 toolsPrepare proposal drafts with scope and approved pricing for review.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsPrepare a client-specific proposal draft for review.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
