AI-Agents for Proposal Managers in Handoffs working with Google Drive

Create one PDF packet from the deal's proposal and supporting files.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools

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 with11 tools

Show 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.

Works with6 tools

Create 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.

Works with13 tools

Send the approved proposal version and record what was emailed.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools