AI-Agents for Sales Operations in Document Review working with Microsoft Office 365
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 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 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 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 tools
