AI-Agents for Proposal Managers in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. 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 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 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 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.
8 tools
