AI-Agents for Proposal Management in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Build proposal drafts with priced scope and open questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsEmail 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 toolsPrepare branded proposals and flag missing details for review.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsCreate branded proposal drafts from approved service handoffs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsMerge proposal PDFs in order and send the combined file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsMerge 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.
5 toolsLink 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.
11 toolsNote 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.
8 tools
