AI-Agents for Proposal Management in Request Intake working with Google Contacts
Check requests, collect missing files, open approval tasks. 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 toolsPut 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.
15 toolsAdd 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.
9 toolsReplace 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.
6 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 toolsNote 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.
8 toolsAttach 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.
6 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
