AI-Agents for Proposal Management in Handoffs working with Airtable
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Prepare branded proposals with agreed scope and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 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 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 toolsCombine 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.
5 toolsBuild 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.
14 tools
