AI-Agents for Sales Managers in Document Review working with Microsoft Dynamics 365 CRM
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsSpot 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.
20 toolsAttach 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.
15 toolsShow 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.
27 toolsShow 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.
18 toolsSee the quote variance before approving revised pricing.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsKeep draft quotes current for scope reviews before approval.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 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 toolsPrepare 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.
