AI-Agents for Sales Operations in Document Review working with Dropbox
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Route 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.
8 toolsGather proposal packet files from shared folders before approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 tools
