AI-Agents for Proposal Management working with Zoom
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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 toolsPrepare branded proposals and flag missing details for review.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsPrepare branded proposals with agreed scope and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsCreate branded proposal drafts from approved service handoffs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsPrepare requirement-matched proposals and questions for review.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsSubmit complete approved bids and report any submission blockers.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsMerge 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 toolsAssemble bid PDFs in the order the proposal team requests.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
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.
27 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 toolsCheck 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.
4 toolsBuild 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.
