AI Account Executive

Accelerate Deal Velocity, Auto-Fill RFPs & Close Pipeline —
Autonomously 24/7

Your AI Account Executive drafts bespoke enterprise pricing proposals, populates security RFPs in minutes, arms reps with real-time objection battlecards, and keeps Salesforce deals moving 24/7.

Hire Your AI AE Book an Enterprise Demo

Prospect Horizon Media ($85k ARR potential) sent a 45-question Vendor Security Questionnaire and requested a custom 2-year proposal with SSO & HIPAA add-ons.

Executed in 840ms:

• RFP Auto-Fill: Populated all 45 security questions referencing our SOC 2 Type II audit report, encryption protocols (AES-256), and HIPAA BAA terms. (Confidence: 99.4%).
• CPQ Pricing Proposal: Drafted 2-Year Enterprise Quote: $85,000/yr (Includes Enterprise SSO + HIPAA BAA + Dedicated Slack Channel at a 12% multi-year discount).
• Gong Objection Analysis: Noted buyer concerns regarding deployment timeline → added 14-day guaranteed implementation clause to proposal.

View Generated Proposal PDF Export Completed Security Excel Update Stage: Proposal Sent

Send the proposal package to the Horizon Media buying committee and update our Salesforce opportunity.

Proposal package dispatched via PandaDoc with DocuSign recipient fields mapped. Salesforce Opportunity OPP-HORIZON-99 moved to Contract & Security Review with expected close date set to Sept 15.

Beyond Slow Deal Paperwork

An Autonomous Deal Closer That Eliminates Sales Bottlenecks.

Account Executives waste over 20 hours each week filling repetitive security questionnaires, formatting quotes, and updating CRM fields. Your AI Account Executive takes over the paperwork, enabling human sales closers to focus entirely on building executive relationships.

Instant CPQ Proposals & Custom SOWs

Generates branded pricing proposals, custom tiered discounts, and Statement of Work contracts in under 60 seconds.

Automated RFP & Security Questionnaire Completion

Populates 50+ question enterprise security questionnaires with citations from your SOC 2 reports and technical whitepapers.

Real-Time Objection Battlecards & Competitor Intel

Analyzes buyer hesitation on live calls (Gong/Chorus) and serves instant objection-handling counter-arguments.

MEDDPICC Opportunity Qualification in CRM

Extracts Economic Buyer, Decision Criteria, and Metrics from call transcripts, automatically logging deal stages in Salesforce.

Manual Sales Workflows vs. AI Account Executive

Manual Sales Workflows

AI Account Executive

4 days spent answering 100-question security RFPs

98% accuracy RFP auto-population in 3 minutes

2-day turnaround for custom pricing & SOWs

Instant CPQ proposal generation with margin checks

Reps fumble technical objection answers on calls

Real-time battlecards & competitive counter-points

Incomplete CRM deal notes & inaccurate forecasts

Automated MEDDPICC call logging & stage progression

Deals stall in legal redlining for weeks

Automated standard clause matching & redline review

Quick Deployment

Configure in 60 Minutes. Accelerate Deal Velocity 24/7.

Connect your CRM, pricing models, and security documentation to launch your AI Account Executive.

Connect CRM & Call Tools

Authenticate Salesforce, HubSpot, Gong, and PandaDoc with 1-click connectors.

CRM & Gong Sync

Upload Pricing & RFPs

Sync your rate cards, discounting rules, past winning proposals, and SOC 2 reports.

CPQ Rules

Set Margin Guardrails

Require VP Sales approval for custom discounts exceeding configured limits.

HITL Control

24/7 Autonomous Closer

The AI fills RFPs, generates quotes, drafts SOWs, and updates opportunities.

Live Execution

Real-World Execution

See How Your AI AE Accelerates Deal Cycles

From custom enterprise proposal generation to real-time Gong call objection battlecards.

Security RFP Auto-Completion Fills 60-question vendor assessment in 90 seconds

Custom CPQ Quote & SOW Builds $120k ARR quote with multi-year tier discounts

Live Call Objection Battlecard Serves ROI comparison against legacy enterprise suite

MEDDPICC Opportunity Sync Logs Economic Buyer & next actions in Salesforce

Prospect Vertex Financial sent a 60-question Vendor Security Spreadsheet. Populate all questions with citations.

Completed 60-Question Security Questionnaire (Vertex Financial) in 920ms:

• Data Storage & Encryption: Populated AWS KMS AES-256 at-rest and TLS 1.3 in-transit evidence.
• Disaster Recovery: Cited RTO (<1 hour) and RPO (<15 minutes) with reference to SOC 2 Section 4.2.
• Penetration Testing: Attached summary letter from our Q2 2026 third-party pen test.

Confidence score: 99.6% across all answers.

RFP Output Summary

Vertex_Security_Assessment_2026.xlsx

60/60 Answered

Ready to Send

Generate a 2-year enterprise proposal for Apex Dynamics (250 users, dedicated Slack support, custom SSO).

Generated CPQ Enterprise Proposal (Apex Dynamics):

• 250 User Licenses: $75/user/mo ($225,000/yr list).
• Enterprise Add-Ons: Custom SAML SSO ($6k/yr) + Dedicated Slack Channel ($12k/yr).
• 2-Year Commitment Discount: 15% applied ($206,550/yr net).
• Gross Margin Check: 82.4% (Exceeds 75% minimum hurdle).

PandaDoc proposal package generated and mapped to Salesforce Opportunity OPP-APEX-250.

On our demo call with FinTech Global, the CTO asked how we compare to Legacy Enterprise Suite on deployment time.

Battlecard: Us vs. Legacy Enterprise Suite:

• Deployment Timeline: RhinoAgents deploys in under 48 hours via pre-built OAuth connectors vs. 6-9 months of custom consulting for Legacy Suite.
• Maintenance Overhead: Zero dedicated sysadmins required vs. 2 full-time FTEs needed to maintain Legacy Suite.
• Total Cost of Ownership (TCO): 68% lower over 3 years due to flat per-employee pricing without implementation markups.

Summarize today's discovery call with BioHealth Corp and update our Salesforce deal.

Extracted MEDDPICC Qualification (BioHealth Corp):

• Metrics: Spending $180k/yr on manual data entry; goal is reducing turnaround from 5 days to <2 hours.
• Economic Buyer: CFO (David Miller • confirmed budget allocated for Q4).
• Decision Criteria: SOC 2 Type II compliance + HIPAA BAA.
• Salesforce Stage Updated: Moved from Discovery to Proposal/Price Quote. Next action: Send HIPAA BAA agreement by Friday.

RFP Auto-Fill CPQ Quotes MEDDPICC Sync

Enterprise Engine

Engineered for High-Velocity Deal Execution

How RhinoAgents' platform architecture accelerates deal closing and eliminates sales bottlenecks.

Conversational Core

Real-Time Objection Counter-Arguments

Listens to Gong call streams to provide instantaneous battlecards, ROI math, and competitor counter-arguments during live negotiations.

Real-time battlecard lookups during calls

Contextual pricing objection handling

Multi-Step Execution

End-to-End Proposal & Contract Generation

Calculates tiered discounting, verifies margin compliance, generates formatted PandaDoc quotes, and updates Salesforce deal stages.

Bi-directional sync with Salesforce & HubSpot

Automated DocuSign recipient mapping

Supervised Control

Discounting & Margin Guardrails

Standard quotes send automatically, while proposals with custom terms or non-standard discounts require 1-click Slack authorization from the VP of Sales.

1-click Slack approval for custom discounts

Immutable audit history for all contract versions

Scheduled Automation

Continuous Pipeline & Follow-Up Monitors

Monitors stagnant pipeline opportunities, draft follow-up check-ins, and tracks contract signature progress 24/7.

Automated deal momentum nudges

Weekly sales forecast accuracy audits

Comprehensive Toolkit

Enterprise Sales Execution Capabilities

Everything your sales organization needs to shorten sales cycles and increase close rates.

Dynamic CPQ Proposals

Calculates tiered pricing, multi-year discounts, and custom payment terms matching gross margin rules.

CPQ PricingPandaDocCustom SOWs

Automated RFP Auto-Fill

Parses 100+ question enterprise security spreadsheets, populating technical answers with SOC 2 evidence.

Security RFPsSOC 2 CitationsVendor Forms

Real-Time Objection Battlecards

Delivers instant competitive counter-points and ROI statistics during live negotiation calls.

Objection HandlingCompetitor IntelROI Math

MEDDPICC CRM Qualification

Extracts Economic Buyer, Decision Criteria, and Pain Points from Gong calls, logging fields in Salesforce.

MEDDPICCCall ExtractionSalesforce Sync

Contract Redline Assistant

Identifies non-standard indemnification, liability, and SLA penalty clauses in buyer-provided MSAs.

MSA RedlinesLegal ClausesDocuSign

Deal Momentum Follow-Ups

Drafts highly specific follow-up recaps with decision timelines and calendar booking links.

Recap EmailsDeal CadencesNext Steps

Human-in-the-Loop

Autonomous Deal Speed with Sales Leadership Control

RFP responses, call note extraction, and CRM stage logging execute autonomously, while customized enterprise quotes or non-standard payment terms route to sales management for 1-click authorization.

Enterprise Custom Pricing Proposal — Apex Global ($140k ARR)

Prospect: Apex Global Corp (500 Enterprise Seats)
Requested Terms: 2-Year Contract with 18% Multi-Year Discount ($114,800/yr net).
Margin Verification: 81.2% Gross Margin (Complies with 75% policy hurdle).

Job Scheduling

24/7 Autonomous Deal Progression Schedule

Your AI Account Executive runs daily pipeline sweeps, post-call CRM logging, and proposal follow-ups on an autonomous schedule.

Post-Call Gong Extraction — Real-Time

Parses demo call recordings immediately after completion, extracting MEDDPICC data and drafting customized recap emails within 15 minutes.

Stalled Deal Radar — Daily 08:00 AM

Identifies opportunities with no buyer interaction for >5 business days and drafts personalized re-engagement notes with updated ROI proof.

Contract Signature Tracking — Hourly

Monitors PandaDoc & DocuSign viewing telemetry, alerting AE when the Economic Buyer opens the MSA contract document.

Weekly Pipeline Forecast — Fridays 4 PM

Aggregates stage progression velocity, closed-won probabilities, and quota pacing into an executive briefing delivered to Slack.

08:00 AM Pipeline Sweep — 3 stalled deals flagged • Re-engagement drafts queued Done

10:30 AM RFP Auto-Fill — Completed Vertex 60-question security workbook Done

02:15 PM Gong Call Processed — BioHealth MEDDPICC fields synced to Salesforce Running

04:00 PM PandaDoc Proposal Dispatch — Apex Dynamics 2-year quote Queued

06:00 PM Daily CRM Stage Audit — Verified 100% Salesforce field completion Queued

Seamless Connectivity

Connects to Your Sales Tech Stack

Salesforce Sales Cloud HubSpot CRM Gong.io Chorus.ai PandaDoc DocuSign Slack Google Workspace 400+ more

Real-Time Visibility

Every Proposal Logged. Every Deal Action Audited.

Track proposal-to-close conversion rates, RFP completion speed, and buyer document engagement in real time.

Deal Velocity & Stage Duration

Pinpoints exact bottlenecks where enterprise deals stall across security review, procurement, and legal negotiation.

Proposal Engagement Telemetry

Tracks page-by-page viewing duration on sent PandaDoc proposals, alerting reps when executives review pricing tables.

RFP Win-Rate Attribution

Measures win rates for AI-completed RFPs vs. manual submissions, continuously optimizing future questionnaire answers.

Comprehensive CRM Audit Log

Every stage modification, quote generation, and follow-up email is timestamped and mapped to the Salesforce opportunity record.

$1.42M

Active Pipeline Managed

3.2 days

Avg Proposal Cycle

98.4%

RFP Auto Accuracy

02:15 PM Contract Signed: Horizon Media ($85k ARR) via DocuSign View

11:30 AM Proposal Viewed: Vertex Financial spent 4m on Pricing Slide Track

10:00 AM Discount Approval: Apex Dynamics 18% multi-year quote Sign-Off

08:15 AM Salesforce Sync: Updated MEDDPICC criteria for 6 deals Audit

Enterprise Trust

Enterprise Security & Data Governance

RhinoAgents ensures strict deal confidentiality and enterprise security compliance.

AES-256 & TLS 1.3 Encryption

All customer proposals, pricing sheets, and Gong transcripts are encrypted in transit and at rest with customer-managed keys.

SOC 2 Type II & ISO 27001 Certified

Audited and verified under strict AICPA SOC 2 Type II security and availability controls for enterprise environments.

Zero Data Training Policy

Your company pricing books, client contracts, and negotiation strategies are never used to train external public models.

Got Questions?

Frequently Asked Questions

How does an AI Account Executive accelerate deal cycles?

Your AI Account Executive instantly drafts custom pricing proposals, populates complex enterprise RFPs, extracts call takeaways from Gong/Chorus, and arms sales teams with competitive objection battlecards within seconds.

How does RFP & Security Questionnaire auto-completion work?

It ingests your product documentation, security whitepapers, SOC 2 compliance reports, and past winning RFP responses, automatically populating vendor questionnaires with 98% accuracy.

Can the AI AE handle custom enterprise pricing and CPQ?

Yes. Based on user volume, contract length, and required add-on modules, it computes custom tier discounts adhering strictly to your company's gross margin guardrails.

What CRMs and sales tech stacks are supported?

It integrates natively with Salesforce, HubSpot, Gong, Chorus, PandaDoc, DocuSign, Slack, Google Docs, and 400+ other enterprise tools.

Can human sales leadership review proposals before they reach clients?

Yes. Any custom proposal exceeding non-standard discount thresholds triggers a 1-click authorization card in Slack for the VP of Sales.

How does it maintain CRM hygiene?

Following client calls, the AI summarizes MEDDPICC qualification criteria, updates deal stage, logs next action steps, and flags buyer decision roadblocks in Salesforce.

Accelerate Deal Velocity, Auto-Fill RFPs & Close Pipeline —Autonomously 24/7