Agents give software businesses more time to develop products and support customers.
Notify 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.
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.
Prepare a reviewable proposal draft with unsupported claims flagged.
Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.
Fill buyer templates with sourced answers ready for proposal review.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.
Flag unsupported claims in question drafts before proposal review.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.