AI-Agents for Sales Managers in Quote Review
Check quote readiness, compare deal terms, flag differences. Every one is ready to run, and you can adjust it in plain language.
Approve quotes within your team's line discount limits.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsApprove quotes with valid dates and accepted customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsPrepare discount replies for your salespeople to review before sending.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Bring the latest client scope into each draft quote for approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
List changed quote lines and totals before you approve a revision.
See what changed before you approve a revised quote, with the differences right on the quote you're reviewing.
