AI-Agents for Client Services in Compliance working with Microsoft Office 365
File signed agreements, route approval requests, check reviewers. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
Turn client project requests into scoped proposal drafts.
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
Draft and Send Proposals
Turn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
Review Proposal Revisions
Hold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Works with
11 tools
11 tools
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