Get crucial information summarized from proposals


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically May 2024 - Jul 2024

Business value

As a sales professional, you sift through lengthy proposals to understand the customer’s needs and preferences across multiple systems. This is a time-consuming task and leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy proposals, you can save time and focus on building relationships with customers and closing deals. The RFP summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs as per the BANT (Budget, Authority, Need, and Timeline) framework.

Feature details

As a seller, you can:

  • Get a summary of the proposals associated with your contact, opportunity, lead, and account.
  • Use the summary to understand the budget, authority (decision maker), need, and timeline based on various documents.
  • Get recommendations about the next best action based on your last activity.

Sales-specific document summary

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea