With Agents, Sales Managers can give their teams and key deals more attention.
Show deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Send rejection comments to the proposal owner after your review.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Show the current client scope beside quotes for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.