AI-Agents for Sales Operations Specialists 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
Flag off-sheet quote prices with the approved rates to use.
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
Surface quote differences for the approval handoff.
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
Return quotes with unsupported concessions for revision.
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
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