AI-Agents for Document Review in Software working with Streak
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsFlag 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.
20 toolsFlag 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.
27 toolsFlag 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.
18 toolsNote 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.
18 tools
