Turn an approved opportunity into a clear client proposal.
Live in the Finance system. Sensitive actions can wait for your review.
Turn an approved opportunity into a clear client proposal.
Review the inputs, actions, and approval that produced this outcome.
Context and reviewer decisions stay attached to the result.
Review the inputs, actions, and approval that produced this outcome.
Context and reviewer decisions stay attached to the result.
Review the inputs, actions, and approval that produced this outcome.
Context and reviewer decisions stay attached to the result.
Give the agent a clear instruction, then review the moments that matter.
Collect approved scope, deliverables, pricing, proof, and terms.
The work stays inside the access and review rules you set.
Build a structured proposal using the selected business template.
The work stays inside the access and review rules you set.
Incorporate reviewer changes and prepare the final document.
The work stays inside the access and review rules you set.
Three visible steps keep the work simple to start and easy to inspect.
Select the opportunity, proposal template, scope, and commercial inputs.
Turn an approved opportunity into a clear client proposal.
The agent assembles the draft and flags missing or conflicting details.
A proposal draft assembled from current scope and account context.
Approve the exact document before it can be shared with the client.
Lock pricing sources, required terms, and approved templates.
Proposal works through connected credentials, roles, approvals, run logs, and kill switches.
Lock pricing sources, required terms, and approved templates.
Change the mode or stop the agent whenever you need to.
Require named approval before any proposal is sent.
Change the mode or stop the agent whenever you need to.
Keep drafts, edits, approvals, and delivery status together.
Change the mode or stop the agent whenever you need to.
Proposal shares approved context instead of operating as an isolated tool.
Approved context can pass to this agent without losing the run history.
Approved context can pass to this agent without losing the run history.
Approved context can pass to this agent without losing the run history.
Start with the role you need and keep control of how it works.
Turn an approved opportunity into a clear client proposal. It works inside the Finance system with Proposals, CRM, Shared Business Context, Approval Queue.
Lock pricing sources, required terms, and approved templates. Require named approval before any proposal is sent.
Connect the approved tools, give the first instruction, and review every consequential action from one dashboard.