AI-Agents for Proposal Management in Request Intake working with monday.com
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 toolsCreate branded proposal drafts from approved service handoffs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 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 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 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 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 toolsBuild 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.
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.
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.
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.
