AI-Agents for Proposal Management in Request Intake working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Attach Approved Scope
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 with
15 tools
15 tools
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 Business Proposal
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
1–3 of 3
