AI-Agents for Proposal Managers in Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
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.
Works with
29 tools
29 tools
Draft and Send Proposals
Prepare priced proposals and flag unsupported commitments.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
Review Proposal Revisions
Link 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.
Works with
11 tools
11 tools
1–3 of 3
