AI-Agents for Sales in Document Review working with Kintone

Prepare prospect proposals that sellers can review before sending.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Show quote creators the approved prices they need to use.

Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.

Works with9 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

Check quote concessions against the buyer's latest accepted terms.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools

Turn discovery recaps into seller-owned proposal drafts.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 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

Combine proposal PDFs and put the packet link on the sales deal.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 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

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 which customer quotes still need approval before sending.

Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.

Works with5 tools