AI-Agents for Proposal Management working with Microsoft Dynamics 365 CRM

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 with29 tools

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 with15 tools

Mark 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.

Works with27 tools

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 with18 tools

Replace 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.

Works with6 tools

Assemble branded drafts with approved costs and marked gaps.

Get a business proposal draft in your company’s format, with costs and open questions ready for your review.

Works with