AI-Agents for Sales Managers in Proposal Management working with Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Attach Approved Scope

Attach the approved scope version to the quote you review.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools
Compare Deal Terms

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
Published by Approvals Essentials
Attach Scope Files

Put the client's scope beside the quote awaiting your approval.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools
Compare Quote Totals

See 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.

Works with18 tools
Replace Quote Scope

Keep draft quotes current for scope reviews before approval.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools
Alert Proposal Owners

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
Published by Approvals Essentials
Attach Client Scope

Show 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.

Works with8 tools
Published by Approvals Essentials
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