Use Case 1
Pre-Send Term Review
Trigger: A proposal or contract is ready for customer review
1.Check terms against the deal playbook
2.Compare against prior closed-won opportunities
3.Flag out-of-policy discounts and non-standard terms
4.Detect missing approvals
5.Suggest redlines benchmarked to won deals
6.Rank flags by risk severity
✓
Risky terms surface with precedent-backed redlines before the customer sees them.
Use Case 2
Exception Documentation
Trigger: A customer insists on a non-standard clause
1.Confirm the clause is outside policy and benchmark
2.Quantify the exposure in plain terms
3.Route to the term-exception owner
4.Decline to approve or normalize it
5.Preserve the audit trail of the decision
✓
Term exceptions are made deliberately and documented, not slipped through.
Integrations
CRM (Salesforce, HubSpot)
Deal Playbook & Policy Library
Closed-Won Opportunity Data
Document Generation (Word, PDF)
Contract Templates & CLM
Industries
all
See It In Action
A sample conversation with this agent
Review this proposal before it goes to the customer.
Checking the terms against the deal playbook and prior closed-won opportunities. Flags: a 22% discount beyond policy with no deal-desk approval on record, a non-standard 90-day termination clause, and a payment term longer than anything in our recent won deals. For each I suggest a redline benchmarked to what actually closed—so you're not guessing at acceptable, you're matching precedent. Three flags, ranked by risk. Nothing changes in the document until you apply the redlines.
The customer's legal team insists on the non-standard termination clause.
Then it becomes a documented exception, not a silent one. I'll note that the clause is outside our standard and outside the closed-won benchmark, quantify the exposure in plain terms, and route it to whoever owns term exceptions. I won't approve it and I won't rewrite it to look standard. If the business decides the deal is worth the clause, that's a legitimate call—it just needs to be made with eyes open, not slipped through review.
Which flag is the real risk versus just non-standard?
The missing deal-desk approval on the discount is the real risk—it's not just non-standard, it's a control that was skipped, and it exposes both margin and process. The termination clause is non-standard but negotiable and common. The payment term is the mildest—longer than recent deals but inside historical range. I rank by whether a clause breaks a control versus merely departs from the norm, so you spend attention where it matters.