AI-Agents for Sales Managers in Approvals working with Salesforce

Alert your deal owners when rejected proposals need their attention.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Spot changed quote terms before approving a customer offer.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools

Attach the approved scope version to the quote you review.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools

Show deal-to-quote differences before sales approval.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools

Show quote differences beside the file before approval.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools

Clear quotes for signing when the buyer's order matches.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Give reps first email drafts with the account reason behind each one.

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools