AI-Agents for Proposal Management in Handoffs working with Google Drive
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Merge 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 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 toolsCheck 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.
4 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 tools
