AI-Agents for Deal Desk Analysts in Sales Operations in Approvals working with Pipefy

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Show exact term differences before commercial approval.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Pass rejected proposal comments to the owner after review.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Note differences between proposed terms and client scope.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Flag quote approvals that need a deal desk review.

Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.