AI-Agents for Sales Operations
Agents help Sales Operations teams manage sales processes and policy checks.
Record exact deal-to-quote changes for the assigned approver.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsAttach each submitted scope file to its matching draft quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsReopen approval when customer contract terms change before signing.
Your contract manager gets a fresh approval review for changed terms, with the earlier decision linked and signing on hold.
Send approved customer agreements and log invitation results.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
4 toolsSend approved customer agreements and note the request on the task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsComment on quote PDFs with differences from approved deal terms.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsRecord each revised quote's variance against the approved deal amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsKeep draft quotes aligned with revised deal scopes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsCombine deal PDFs and update the deal with the finished packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsRoute revised fees or scope to reviewers set by account rules.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsRecord the proposal handoff and alert its owner privately.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsLink the latest client scope to quotes awaiting internal approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
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