AI-Agents for Sales Managers in Document Review working with Zoom

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 with29 tools

Spot 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.

Works with20 tools

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 with10 tools

Prepare RFP proposals for review before client delivery.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools

Show 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.

Works with27 tools

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.

Works with6 tools