AI-Agents for Proposal Management in Request Intake working with Pipefy
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
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.
Works with
29 tools
29 tools
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
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