AI-Agents for Sales in Document Review in Printing working with Microsoft Dynamics 365 CRM
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Flag Quote Differences
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 with
20 tools
20 tools
Compare Quote Totals
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 with
18 tools
18 tools
Check Buyer Orders
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
13 tools
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