AI-Agents for Sales in Approvals working with Google Drive

Add the approved client scope to the draft quote for the deal.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools

Flag revised quote terms that differ from the approved deal.

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

Put the client's submitted scope beside the draft quote for deal review.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Show changed quote terms beside the file before approval.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools

Show how a revised customer quote compares with the approved deal.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

Put the latest deal scope on draft quotes for customer review.

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

Send changed client proposals back for review before work proceeds.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools

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 with6 tools

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 with13 tools

Show the current client scope beside quotes sent for approval.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools

Send proposals for approval with supporting files attached.

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools

Send approved customer contracts to signers and keep invite details on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools