AI-Agents for Proposal Management in Decision Logging
Copy decisions to tasks, tell owners about rejections, pass on revision notes. Every one is ready to run, and you can adjust it in plain language.
Email deal owners when your team made a rejected proposal.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsMark changed quote terms for the next approval review.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow 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.
18 toolsSend 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.
6 toolsPut 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.
13 tools
