Sales / Proposal Management Live
Proposal Exception Closure
Track the open exceptions on a bid — the non-compliant answers, the unanswered clarifications — and establish which are genuinely closed before submission.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Proposal Exception Closure do?
Proposal Exception Closure is a production AI agent in the sales section of the Leverge agent store, built for the proposal management process. Track the open exceptions on a bid — the non-compliant answers, the unanswered clarifications — and establish which are genuinely closed before submission. It runs on demand, works through 3 steps and returns 4 outputs, including closure readiness.
What it needs
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Open exceptions log
Every exception raised on this bid, with what has happened since.
-
Closure standard
What it does
- Reading the exceptions log
- Checking which are actually closed
- Writing the closure status
What you get back
- Closure readiness
- Where this stands
- Exception by exception
- Blocks submission
After each run it asks: “Are these really closed?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Proposal Management
Other agents in proposal management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Compliant Revision Generator
Upload customer-facing text and get every claim that breaks your messaging policy rewritten — with the original and the replacement side by side so a reviewer can check each change.
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Post-Proposal Feedback Analysis
Read what customers said after seeing a proposal — won, lost, and still open — and find what the proposal itself is getting right and wrong.
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Proposal Approval Routing
Work out which reviewers a proposal actually needs, in what order, and by when — instead of sending it to everyone and waiting.
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Proposal Drafting
Draft a proposal from your approved boilerplate and the deal's own facts — with a visible marker anywhere the library has nothing to say.
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Proposal Feedback Consolidation
Upload a proposal draft and every reviewer's comments, and get one consolidated redline list with conflicts between reviewers surfaced rather than silently resolved.
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Proposal Finalization
Turn a signed-off proposal into the records the rest of the business needs — the CRM update, the finance handover, the delivery brief — each with only what the proposal actually establishes.
Next Step
Deploy Proposal Exception Closure, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.