AI-Agents for Proposal Management

Show quote variances in deal notes for proposal approval reviews.

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

Works with18 tools

Replace old scope files on draft quotes before approval.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools

Merge proposal and supporting PDFs in the order the deal lists.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools

Link revised proposals to prior decisions and open a new review.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools

Send rejection reasons to proposal owners for revision.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with6 tools

Put rejected proposals back on the owner's task list with a direct link.

Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.

Works with13 tools

Note differences between quoted terms and client scope for reviewers.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools

Attach current scope and pricing files to proposal reviews.

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools

Check the final proposal and send its review link to the prospect.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools

Build an RFP response draft with source references and review flags.

Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.

Works with

Fill RFP response fields and surface proof gaps for review.

Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.

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Combine proposal sections into one PDF for review.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Works with5 tools