AI-Agents for Proposal Managers in Document Review working with Microsoft Dynamics 365 CRM
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Notify 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.
Works with
29 tools
29 tools
Replace Quote Scope
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.
Works with
6 tools
6 tools
Draft Business Proposal
Prepare a branded draft with approved figures and review questions.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Works with
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