AI-Agents for Document Review working with Capsule CRM
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Works with
29 tools
29 tools
Compare Deal Terms
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Works with
27 tools
27 tools
Published by
Approvals Essentials
Compare Quote Totals
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Works with
18 tools
18 tools
Draft Client Proposals
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Works with
14 tools
14 tools
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