AI-Agents for Proposal Management working with Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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.
29 toolsMark changed quote terms for the next approval review.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow 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.
18 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 tools
