AI-Agents for Proposal Management in Request Intake

Attach current scope and pricing files to proposal reviews.

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 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.

Works with

Add the latest client scope PDF to quote drafts for internal review.

Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.

Works with

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.

Works with

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.

Works with