AI-Agents for Proposal Managers in Request Intake working with Microsoft Dynamics 365 CRM
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 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
1–2 of 2
