AI-Agents for Sales Managers in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsApprove quotes within allowed rates or request corrections.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsAlert 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 toolsApprove 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.
10 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 tools
