AI-Agents for Proposal Management in Request Intake

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.

Works with29 tools

Prepare branded proposals and flag missing details for review.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

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.

Works with10 tools

Create 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.

Works with8 tools

Prepare requirement-matched proposals and questions for review.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools

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.

Works with14 tools

Assemble bid PDFs in the order the proposal team requests.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with

Put the reviewed scope on the draft quote for approval.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools

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.

Works with9 tools

Replace old scope files on draft quotes before approval.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools

Merge 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.

Works with5 tools

Note 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.

Works with8 tools