AI-Agents for Sales in Approval Followup working with monday.com
Remind reviewers, return incomplete requests, ask for missing evidence. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Email deal owners a link when their proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Works with
29 tools
29 tools
Alert Proposal Owners
Show deal owners why a proposal was rejected before it goes out.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Works with
6 tools
6 tools
Published by
Approvals Essentials
Assign Proposal Revision Tasks
Assign revision tasks for rejected client proposals with reviewer feedback.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
Works with
13 tools
13 tools
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