AI-Agents for Proposal Management in Document Review working with Microsoft SharePoint
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Add the client's scope file to the draft quote before approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 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 toolsAttach 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.
6 toolsDraft cited RFP answers and flag gaps for the proposal team.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.
9 tools
