AI-Agents for Sales Operations in Document Review
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Check requested work against approved services and rates in drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsCheck pending quote prices against current approved rates.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsRoute proposal rejection emails to the responsible deal owners.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsApply approved pricing rules to proposals before they go out.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend reviewers each quote difference alongside the approved deal value.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsReturn quotes with concessions the customer's email does not support.
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 toolsCarry approved prices 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.
10 toolsCarry approved scope and costs into a consistent proposal draft.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsShare signed customer terms for the sales handoff.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
15 toolsAttach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsRecord 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.
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