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| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
May 17, 2024 |
- |
Sep 2, 2024 |
Business value
As a sales professional, you sift through lengthy proposals to understand the customer's needs and preferences across multiple systems. This task takes a lot of time and leads to decreased productivity and potentially missed opportunities. When you can automatically summarize important details from lengthy proposals, you save time and focus on building relationships with customers and closing deals. By using the RFP summarization feature, you can improve the quality of customer interactions by ensuring you have a comprehensive understanding of customer needs according to 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.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.