AI-Agents for Sales Managers in Client Services
With Agents, Sales Managers can give their teams and key deals more attention.
Draft Business Proposal
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Attach Scope Files
Put the client's scope beside the quote awaiting your approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Works with
9 tools
9 tools
Attach Scopes to Quotes
Bring the latest client scope into each draft quote for approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
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