AI-Agents for Sales in Evidence Checking

Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.

Attach Scope Files

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
Annotate Quote Differences

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
Replace Quote Scope

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
Review Proposal Revisions

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
Attach Client Scope

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
Published by Approvals Essentials
Check Quotes Before Sending

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
Published by Approvals Essentials
Draft RFP Answers

Draft buyer RFP answers and flag questions needing a sales decision.

Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.

Works with
Fill RFP Answer Template

Prepare buyer RFP templates from approved company answers.

Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.

Works with
Build Sales Lead List

Fill the team's targeting board with ranked prospects outside active accounts.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 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
Enrich LinkedIn Prospects

Prepare enriched prospect lists for sales outreach.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Populate Outreach Campaign

Build outbound campaigns from verified prospects and tailored emails.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools