All DPOVs
Every opportunity scoped to the current Session ID.
Total DPOVs
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Active DPOVs
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Archived
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Recent activity
Quick actions
How it works
- Start a conversationTell the assistant about your opportunity and requirements.
- AI fills the formWatch as the assistant populates fields from your conversation.
- Review & downloadReview the completed record and export in your preferred format.
Qualify an opportunity
Start by giving the customer context.
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Inspect & update
Fetch a single opportunity, view history, and push updates.
Update fields
Assess quality
Score an opportunity across four dimensions and get actionable recommendations.
Find matching solutions
Match against the ProServe catalog by opportunity or by industry + pain points.
Generate proposal
Produces a sales-ready proposal from a qualified opportunity.
Archived DPOVs
Soft-deleted opportunities. Restore to keep working on them, or delete permanently.