By proactively identifying and correcting data errors before review, the agent eliminates rework loops and shortens the time from submission to approval.
Accelerate Proposal Approvals
- Automatically validates required fields across all submission documents.
- Flags missing attachments or incomplete information in real-time.
- Delivers a clean, pre-checked data package to downstream approval systems.
- Consolidates information from multiple sources into a single, review-ready format.
Eliminate Rework and Delays
- Identifies and highlights conflicting data points between attachments.
- Proactively corrects formatting inconsistencies before manual review.
- Standardizes terminology to match corporate and client requirements.
- Prevents submissions with critical data errors from entering the workflow.
Enforces submission standards by automatically validating proposal data against internal policies and compliance rules, preventing costly errors and non-compliant submissions.
Ensure Compliance and Standards
- Cross-references proposal data against internal policy documents.
- Validates the presence and accuracy of required compliance certificates.
- Ensures all submissions adhere to pre-defined corporate formatting templates.
- Flags any deviations from established pricing sheets and legal terms.
Improve Submission Quality
- Verifies consistency of client names, dates, and amounts across all files.
- Extracts and structures data accurately from PDFs, forms, and client-provided documents.
- Reconciles pricing sheets with proposal narratives to prevent mismatches.
- Builds a complete and accurate data record for every proposal submission.
Frees up deal management teams to focus on strategic tasks by automating the tedious, manual work of data verification and document reconciliation.
Automate Manual Data Verification
- Scans all proposal files and attachments to extract key information automatically.
- Checks for data completeness against predefined submission checklists.
- Compares extracted information against system-of-record data for accuracy.
- Generates a summary of all data integrity checks and identified issues.
Streamline Document Reconciliation
- Merges data from submission forms, client documents, and internal certificates.
- Creates a unified data set, eliminating the need for manual cross-checking.
- Pinpoints and resolves discrepancies between different proposal components.
- Aligns inconsistent formats and terminology into a standardized output for review.
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