AI-Agents for Approvals in Software working with Microsoft Dynamics 365 CRM

Alert deal owners when software sales proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Flag subscription price or term changes before quote approval.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools

Flag quote discounts that differ from approved software deals.

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

Flag quote terms that differ from approved software deals.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools

Note differences between revised software quotes and approved deal amounts.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

Send approved software agreements for signature and note the invite on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools

Check buyer purchase orders against subscription quotes before signing.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Draft answers to customer questions using chat and account notes.

Give your team a customer service reply draft in the chat, with relevant account context ready for review before anyone sends it.

Works with8 tools