AI-Agents for Sales Operations Managers in Approvals working with Microsoft Dynamics 365 CRM
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Route proposal rejection emails to the responsible deal owners.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsSurface changed quote terms to the assigned reviewer.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsKeep quote price changes visible in the deal notes.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsKeep quote reviews tied to the latest deal scope.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsKeep quote approvals moving when buyer orders match.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 tools
