AI-Agents for Proposal Management in Request Intake working with LeadConnector
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Replace Quote Scope
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 with
6 tools
6 tools
Draft Client Proposals
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 with
14 tools
14 tools
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