AI-Agents for Proposal Management working with monday.com

Attach 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.

Works with6 tools

Check the final proposal and send its review link to the prospect.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools

Build an RFP response draft with source references and review flags.

Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.

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Fill RFP response fields and surface proof gaps for review.

Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.

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Build 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.

Works with14 tools

Draft cited RFP answers and flag gaps for the proposal team.

Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.

Works with9 tools

Rewrite proposal sentences while preserving their intended claims.

Get sentence rewrites that fit your draft, paired with the originals on your request page so you can paste them into place.

Works with4 tools

Build review drafts from approved samples and current client details.

Get a business proposal draft shaped by your team's sample, with current costs and a link to review.

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Add the latest client scope PDF to quote drafts for internal review.

Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.

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Draft client proposals from project notes and approved templates.

Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.

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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.

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