AI-Agents for Sales Managers in Document Review
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Send rejection comments to the proposal owner after your review.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsShow the current client scope beside quotes for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSee which team quotes need your review before they go out.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
5 toolsClear 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.
13 toolsApprove quotes within your team's line discount limits.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsApprove quotes with valid dates and accepted customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsBring 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.
List changed quote lines and totals before you approve a revision.
See what changed before you approve a revised quote, with the differences right on the quote you're reviewing.
Prepare proposal drafts with approved costs and open questions.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
