AI-Agents for Proposal Management in Task Tracking working with Microsoft Office 365
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
Review Proposal Revisions
Link revised proposals to prior decisions and open a new review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Works with
11 tools
11 tools
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