AI-Agents for Sales Managers in Document Review working with Microsoft Exchange
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
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 with
29 tools
29 tools
Check Quote Concessions
Approve quotes only when concessions match the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Works with
10 tools
10 tools
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