AI-Agents for Proposal Management in Request Intake working with Kintone
Check requests, collect missing files, open approval tasks. 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 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 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 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 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 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 tools
