AI-Agents for Approvals working with Salesforce

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

Works with29 tools

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

Works with20 tools

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools

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

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

Works with18 tools

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

Works with13 tools

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools