AI-Agents for Sales in Approvals working with Microsoft Dynamics 365 CRM

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 with29 tools

Flag changes to approved prices or terms in customer quotes.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools

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

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 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

Show which buyer order details need correction before signature.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Turn updated opportunity requirements into a proposal draft.

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

Works with