AI-Agents for Proposal Management in Handoffs working with monday.com
Pass on decisions, carry revision notes, open supplier setup. 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 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 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 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 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 toolsBuild 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.
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.
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.
