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Review Revised Quotes
Compare emailed quote PDFs with signed terms and create review tasks
Use this Agent instantly or customize it - no programming needed
- forwarded quote emailforwarded quote email
Your forwarded message identifies the quote and links to the signed agreement.
- revised quote PDFrevised quote PDF
Your revised quote PDF shows the supplier's proposed terms.
- signed agreement PDFsigned agreement PDF
Your completed agreement PDF sets the approved terms for comparison.
- review criteriareview criteria
Your review criteria identify which price, scope, and payment terms matter.
- task assignmenttask assignment
Your task assignment identifies the reviewer and project you chose.
Your email tool supplies the forwarded message, its quote PDF, and the agreement link.
Zoom provides the completed agreement that sets the approved terms.
- review taskreview task
Your assigned task shows the review finding and available source links, including missing material when comparison cannot proceed.
Your task management tool holds an assigned review task with the findings and source links.
- review taskreview task
Your assigned task shows the review finding and available source links, including missing material when comparison cannot proceed.
- review taskreview task
Your assigned task shows the review finding and available source links, including missing material when comparison cannot proceed.
This Agent waits for a forwarded quote PDF with a signed agreement link. It compares the quote with the completed agreement. It opens a task listing the differences for your review.
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GmailUsed as:
- Email tool
Gmail supplies the forwarded message, its quote PDF, and the agreement link.
Microsoft OutlookUsed as:
- Email tool
Microsoft Outlook supplies the forwarded message, its quote PDF, and the agreement link.
AirtableUsed as:
- Task management tool
Airtable holds an assigned review task with the findings and source links.
monday.comUsed as:
- Task management tool
monday.com holds an assigned review task with the findings and source links.
AsanaUsed as:
- Task management tool
Asana holds an assigned review task with the findings and source links.
ZoomUsed as:
- Email tool
Zoom supplies the forwarded message, its quote PDF, and the agreement link.
- Agreement signing tool
Zoom provides the completed agreement that sets the approved terms.
Microsoft Office 365Used as:
- Email tool
Microsoft Office 365 supplies the forwarded message, its quote PDF, and the agreement link.
Zoho MailUsed as:
- Email tool
Zoho Mail supplies the forwarded message, its quote PDF, and the agreement link.
PodioUsed as:
- Task management tool
Podio holds an assigned review task with the findings and source links.
Microsoft ExchangeUsed as:
- Email tool
Microsoft Exchange supplies the forwarded message, its quote PDF, and the agreement link.
TeamworkUsed as:
- Task management tool
Teamwork holds an assigned review task with the findings and source links.
KintoneUsed as:
- Task management tool
Kintone holds an assigned review task with the findings and source links.
Made for your industry
Review Revised Quotes is made for businesses in these industries.
- Advertising and Marketing
Spot vendor quote changes against signed campaign terms.
Show all Agents for the Advertising and Marketing industry - IT Services
Surface supplier quote changes against signed delivery terms.
Show all Agents for the IT Services industry - Construction
Flag subcontractor quote changes against signed project terms.
Show all Agents for the Construction industry - Architecture and Engineering
Compare subconsultant quotes with signed client scope and fees.
Show all Agents for the Architecture and Engineering industry - Printing
Check revised supplier quotes against signed print job terms.
Show all Agents for the Printing industry
Made for your role
Review Revised Quotes is made for people in these roles.
- Project Manager
Show supplier quote changes that could alter signed project terms.
Show all Agents for the Project Manager role - Account Manager
List changes between a supplier's quote and your signed client agreement.
Show all Agents for the Account Manager role - Client Delivery Manager
Open a review task for quote changes that affect client commitments.
Show all Agents for the Client Delivery Manager role - Contract Manager
Flag price and scope departures from the signed agreement for review.
Show all Agents for the Contract Manager role
Made for your department
Review Revised Quotes is made for people in these departments.
- Project Management
Open review tasks for quote changes that could affect project scope.
Show all Agents for the Project Management department - Client Services
Show where a supplier quote changes commitments made to the client.
Show all Agents for the Client Services department - Procurement
Compare revised supplier quotes with signed terms before approval.
Show all Agents for the Procurement department - Contract Management
Flag quote terms that depart from the signed agreement for review.
Show all Agents for the Contract Management department - Estimating
Spot price and scope changes in supplier quotes against signed terms.
Show all Agents for the Estimating department
How Review Revised Quotes works
4 steps, in order, on every run.
-
Read the forwarded quoteFind the labeled email and read its quote PDF and agreement link. Create a task asking for the PDF if it cannot be read.
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Get the signed agreementConfirm the linked agreement is complete and read its signed PDF. Create a task if the signed agreement is unavailable.
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Compare the commercial termsCompare the terms you select with the signed agreement. Cite both passages for changes or unclear matches.
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Open the review taskAssign a task to your chosen reviewer with the comparison and both source links. State when the terms show no changes.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.
12 tools
- Use a dedicated inbox label for forwarded revised quotes, initialize its mailbox history cursor, and require the sender to include a signed agreement link in the email body.
- Choose the reviewer and task project, and specify the price, scope, and payment terms that require comparison.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Review Revised Quotes:
You choose the inbox label, reviewer, task project, and terms to compare. Forward one quote PDF with the signed agreement link in the email body.
You choose the price, scope, and payment terms that need review. Your reviewer sees the quoted and signed passages for each difference.
Your reviewer gets a task asking for the quote PDF or explaining that the signed agreement is unavailable. The task makes no claim that the terms match.
Your reviewer sees the exact unclear passages or an explicit no-change finding. The task links to both sources when they are available.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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