Sales / Proposal Management Live
Proposal Submission Check
Check a proposal package before it is submitted — every required document present, every figure consistent across them, and every submission rule met.
- Run on demand
- ~7 credits per run
- v1.0.0
What does Proposal Submission Check do?
Proposal Submission Check is a production AI agent in the sales section of the Leverge agent store, built for the proposal management process. Check a proposal package before it is submitted — every required document present, every figure consistent across them, and every submission rule met. It runs on demand, works through 3 steps and returns 4 outputs, including can this be submitted?.
What it needs
-
The submission package
Every document going to the customer, as it will be sent.
-
Submission requirements
What it does
- Reading document {{loop.index}} of {{loop.total}}
- Checking the package
- Writing the submission note
What you get back
- Can this be submitted?
- Submission note
- Submission requirements
- Documents disagree
After each run it asks: “Did this catch what would have bounced?”
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 Exception Closure
Track the open exceptions on a bid — the non-compliant answers, the unanswered clarifications — and establish which are genuinely closed before submission.
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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.
Next Step
Deploy Proposal Submission Check, 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.