AI-Agents for Proposal Management in Handoffs

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

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

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

Build proposal drafts from requirements and approved pricing.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools

Build review drafts from approved samples and current client details.

Get a business proposal draft shaped by your team's sample, with current costs and a link to review.

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Draft client proposals from project notes and approved templates.

Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.

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Assemble branded drafts with approved costs and marked gaps.

Get a business proposal draft in your company’s format, with costs and open questions ready for your review.

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