ZBrain
Log in
Book a demo
Book a demo
Agents Proposal Approval Intelligence Agent
Proposal Approval Intelligence Agent Icon

Proposal Approval Intelligence Agent

Ensures consistent proposal approval routing while applying risk and compliance checks across all submissions.

Managing proposal approvals manually can be slow, error-prone, and inconsistent, especially in organizations with complex approval hierarchies or regulatory requirements. Delays in routing, missed compliance checks, or unclear escalation paths can impact deal timelines and organizational decision-making.

The Proposal Approval Routing and Compliance Agent centralizes proposal data—including deal parameters, approval matrices, historical approvals, and compliance rules, and evaluates each submission against internal policies and regulatory standards. Based on this assessment, the agent determines the appropriate routing path through the required approvers. Standard proposals follow streamlined paths for timely approval, while high-risk or exceptional proposals are flagged for review. The agent maintains an audit-ready log of all routing decisions and compliance checks, providing transparency and traceability for internal governance and audits.

By handling approval routing and compliance evaluation systematically, the agent ensures proposals reach the right stakeholders efficiently, reduces manual coordination, enhances process consistency, and accelerates decision-making. Organizations benefit from faster approvals, minimized workflow bottlenecks, and stronger governance over proposal workflows.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Proposal Approval Intelligence Agent:

PROPOSAL FOR INTERNAL REVIEW


Proposal ID: QD-2024-08-112
Client: Quantum Dynamics Inc.
Project Name: Quantum Dynamics Digital Twin Solution
Total Contract Value (TCV): $1,250,000
Submitted By: Sarah Jenkins, Senior Account Executive
Date: 2024-08-15




1. Project Overview


InnovateCorp proposes to develop and implement a comprehensive Digital Twin solution for Quantum Dynamics' primary manufacturing line (Line A-3). This solution will create a real-time virtual replica of the physical assets, processes, and systems, enabling predictive maintenance, operational simulation, and throughput optimization. The primary business objective is to reduce unplanned downtime by 30% and increase production efficiency by 15% within 24 months of deployment.


2. Solution Components & Pricing






Item ID
Description
Quantity
Unit Price
Total Price






SW-DT-01
Digital Twin Platform License (5-Year)
1
$450,000
$450,000




HW-SEN-03
IoT Sensor Package (150 units)
1
$150,000
$150,000




PS-IMP-01
Professional Services - Implementation & Integration
800 hrs
$350/hr
$280,000




PS-TRN-01
On-Site Staff Training
80 hrs
$250/hr
$20,000




CS-PREM-YR
Premium Support & Maintenance (Annual)
3 years
$116,667/yr
$350,001




Total



$1,250,001






Note: Total adjusted to $1.25M for simplicity in the contract.


3. Key Terms & Conditions


    

  • Payment Schedule: 40% upon signing, 30% upon project milestone 2 (Go-Live), 30% upon project completion.
    • 

  • Data Privacy: All client data collected via IoT sensors will be handled in accordance with GDPR and CCPA standards. InnovateCorp will act as the data processor.
    • 

  • Intellectual Property: All pre-existing IP belonging to either party remains with that party. Any novel IP developed jointly during this engagement will be co-owned by InnovateCorp and Quantum Dynamics. This clause deviates from our standard template (Template ID: Legal-Std-IP-v2.1).
    • 

  • Warranty: The hardware is covered by a 3-year manufacturer warranty. The software platform is guaranteed to perform as specified for the duration of the license term.
    • 



4. Implementation Timeline


    

  • Phase 1 (Months 1-3): Discovery & System Architecture
    • 

  • Phase 2 (Months 4-7): Hardware Installation & Data Integration
    • 

  • Phase 3 (Months 8-9): Platform Go-Live & Initial Calibration
    • 

  • Phase 4 (Months 10-12): Training & Handover
    •

Deliverable Example

Sample output delivered by the Proposal Approval Intelligence Agent:

Proposal Approval Analysis: Quantum Dynamics Digital Twin


Proposal ID: QD-2024-08-112
Client: Quantum Dynamics Inc.
TCV: $1,250,000
Status: Pending Review




Executive Summary


This proposal outlines a $1.25M engagement with Quantum Dynamics Inc. to deploy a Digital Twin solution for their primary manufacturing line. The solution includes software licensing, IoT hardware, and extensive professional services for implementation and support. The core objective is to significantly reduce operational downtime and boost production efficiency. The deal is structured over a 5-year license term with a 12-month implementation timeline.


Risk & Compliance Analysis


The proposal has been automatically assessed against internal financial, legal, and compliance policies.






Category
Finding
Risk Level
Status






Financial
The Total Contract Value ($1.25M) exceeds the standard Sales Director approval threshold of $500k.
Medium
Requires Escalation




Legal
A non-standard, co-owned Intellectual Property clause is included in the terms.
High
Requires Legal Review




Compliance
Data privacy and handling terms are aligned with pre-approved GDPR and CCPA compliance rules (Policy ID: CP-DP-2023).
Low
Compliant




Technical
All solution components (SKUs: SW-DT-01, HW-SEN-03, etc.) are valid and listed in the current product catalog.
Low
Compliant






Automated Approval Routing


Based on the analysis, the following approval workflow has been initiated. Approvals are required sequentially.


    

  1. 

    Sales Director Review:
    

      

    • Approver: John Carter
      • 

    • Action: Initial Business & Margin Approval
      • 

    • Status: PENDING
      • 

    

    2. 

  2. 

    Legal Department Review:
    

      

    • Approver: Legal Review Queue
      • 

    • Action: Review and approve non-standard IP clause.
      • 

    • Status: Blocked (Pending Stage 1)
      • 

    

    3. 

  3. 

    VP of Sales Review:
    

      

    • Approver: Maria Garcia
      • 

    • Action: Final approval for deals exceeding $500k TCV.
      • 

    • Status: Blocked (Pending Stage 1 & 2)
      • 

    

    4. 



Recommendation


Proceed with Stage 1 Approval. The proposal is strategically sound and technically compliant. However, due to high financial value and custom legal terms, escalation to Legal and VP-level is mandatory and has been automatically queued.

Related Agents

Proposal Requirements Validation Agent

Extracts, validates, and clarifies proposal requirements to ensure accuracy and completeness for efficient proposal development.

Proposal Finalization Agent

Consolidates feedback from multiple stakeholders and synchronizes finalized proposals across CRM and ERP systems.

Proposal Drafting Automation Agent

Creates structured, compliant, and brand-aligned proposal drafts for client engagements.

Proposal Approval Intelligence Agent

Ensures consistent proposal approval routing while applying risk and compliance checks across all submissions.

Legal Compliance Risk Analysis Agent

Identifies legal and compliance risks in contracts, flags gaps, and provides clear, context-based recommendations.

Legal Compliance Gap Closure Agent

Automates the detection and closure of legal documentation gaps through targeted stakeholder engagement and streamlined compliance tracking.