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AI-Agents for Proposal Managers in Request Intake working with Google Contacts

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

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 with6 tools
Merge Proposal PDFs

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
Attach Client Scope

Link 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.

Works with8 tools
Published by Approvals Essentials
Attach Proposal Packets

Attach 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.

Works with6 tools
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AI-Agents for Request Intake working with Google Drive 196 Agents AI-Agents for Proposal Managers in Request Intake 13 Agents AI-Agents for Proposal Managers working with Google Drive 10 Agents