AI-Agents for Sales Managers in Request Intake working with Asana
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
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 with
15 tools
15 tools
Send Text Message Replies
Send approved answers to sales leads and flag questions for reps.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Works with
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