AI-Agents for Proposal Management working with Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Merge proposal PDFs in order and send the combined file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 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 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 toolsAdd the client's scope file to the draft quote before approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 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 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 toolsMerge proposal and supporting PDFs in the order the deal lists.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsLink 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.
11 toolsSend rejection reasons to proposal owners for revision.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsPut rejected proposals back on the owner's task list with a direct link.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 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 tools
