AI-Agents for Sales in Policy Exceptions working with Microsoft Office 365
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
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.
9 toolsFlag 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.
20 toolsCheck 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.
10 toolsSend 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.
11 tools
