AI-Agents for Proposal Management in Task Tracking working with Keap
Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Email deal owners when your team made a rejected proposal.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Works with
29 tools
29 tools
Compare Quote Totals
Show quote variances in deal notes for proposal approval reviews.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Works with
18 tools
18 tools
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