AI-Agents for Sales Managers in Policy Exceptions working with Microsoft Office 365
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Check Quote Prices
Approve 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.
Works with
9 tools
9 tools
Flag Quote Differences
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 with
20 tools
20 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
1–3 of 3
