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Proposals, Pricing & Deal Desk

Proposal Review Agent

ai

Reviews proposal and contract terms against the deal playbook and prior closed-won deals, flags risky clauses like out-of-policy discounts or non-standard terms, and suggests redlines benchmarked to past winning deals.

Deal Desk / PricingProposal / Bid ManagerSales / Revenue Operations
Playbook-checked
Terms measured against policy and won deals
Redline-ready
Suggested edits benchmarked to winning deals
Risk-flagged
Out-of-policy clauses surfaced with severity
One proposal, end to end

Proposal is in. Edits are ready.

See the proposal review agent take one proposal from ready to send to ranked, redline-ready flags.

Proposal PR-1147

Pre-send term review · Customer proposal

  • AI
  • Playbook-checked
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Proposal received

Proposal is ready for customer review and sent for a check

New case

Packet open
Deal
Customer proposal · Ready for customer review
Owner
Account executive
Request
Pre-send term review · Before the customer sees it
Case packet · CRM, draft, playbookComplete

Incoming

  • CRM opportunityDeal record in SalesforceReceived
  • Proposal draftProposal and contract terms in WordReceived
  • Deal playbookPricing policy and standard termsReceived

02 · Organize

Benchmarks assembled

Playbook terms and closed-won deals lined up

Pulled together

Terms extracted
  • Proposal terms extractedDiscount, termination clause and payment term
  • Deal playbook loadedDiscount policy and standard terms from the policy library
  • Closed-won deals pulledPrior won opportunities to benchmark each term

Matched record

Opportunity
Open, proposal stage
Discount
22%
Termination
90-day clause
Deal-desk approval
None on record

03 · Evaluate

Three flags found

Each term checked against policy and precedent

Checks applied

Three flags
  • Discount beyond policy22% with no deal-desk approval on recordDeal playbook
  • Termination clause90-day clause is non-standard but negotiableContract templates
  • Payment termLonger than recent wins, inside historical rangeClosed-won data
Deciding finding

A skipped control

The missing deal-desk approval breaks a control, exposing margin and process, so it ranks first.

Risk ranking

Discount approval
Breaks a control
Termination
Non-standard, common
Payment term
Mildest, in range

04 · Deliver

Flags ranked with redlines

Nothing changes until the redlines are applied

Review complete

Three flags, ranked by risk

The discount skipped deal-desk approval, the termination clause departs from standard, and the payment term is mild.

Top flag
22% discount, no approval
Redlines
Benchmarked to won deals

Cited evidence

Closed-won deals

Precedent per redline

Human step

Apply redlines

Document unchanged until then

Audit trail

  1. Proposal received09:41
  2. Playbook and won deals pulled09:42
  3. Three flags rankedDiscount first09:43
  4. Redlines suggestedNot yet applied09:44

Terms measured against policy and won deals

Illustrative case · sample data

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

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Review this proposal before it goes to the customer.

Proposal Review Agent

I found three flags in this proposal, ranked by risk, and each has a suggested redline benchmarked to what actually closed. Nothing in the document changes until you apply the redlines.

What I checked against

  • Deal playbook

    Terms checked against the playbook

  • Prior closed-won opportunities

    Benchmark for the suggested redlines

Document unchanged for now

Nothing changes in the document until you apply the redlines.

Example complete

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Sample scenarios. Actions and outputs are illustrative.