AI-Agents for Proposal Managers in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. 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 priced proposals and flag unsupported commitments.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 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 toolsSubmit approved RFP packages and flag any missing requirements.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsCreate 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.
5 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 tools
