A guided, AI-assisted deal desk that drafts the quote, pulls the right legal template, and flags approvals needed — so commercial can turn a qualified lead around in 48 hours.
New health-system deals stall in a manual quote-to-close process: pricing lookups, legal template selection, and internal approvals all happen over email. We want an assistant that assembles a first-draft quote from the CRM opportunity, selects the correct contract template, and routes the right approvers automatically — with a human always in the loop before anything is sent.
Teams run 3–6 people, including the lead.