AI-Agents for Sales Managers in Document Review working with Streak
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 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 tools
