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Attach Approved Scope

Attach the reviewed scope version to its sales deal's draft quote

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Attach the approved scope version to its draft quote

Reads

scope review update
scope review update
Your file review update identifies the scope file whose approval needs checking.
scope review decisions
scope review decisions
Your team's review decisions show whether every required reviewer approved the scope file.
scope file version
scope file version
The version ID lets the Agent download the same scope file your team approved.
deal ID
deal ID
The scope file's metadata points to the deal that owns the quote.
draft quote ID
draft quote ID
The deal's quote ID points to the document that needs the approved scope.
quote status
quote status
The quote's status shows whether the Agent can still add the scope file.
scope attachments
scope attachments
The quote's attachments show whether it already carries this approved file version.

File review tool

File review tool

Your file review tool sends scope review updates and identifies the file version your team approved.

Sales CRM

Sales CRM

Your sales CRM links each deal to its draft quote.

Quote management tool

Quote management tool

Your quote management tool shows whether a quote allows edits and holds its attachments.

Did a reviewer reject the scope or leave a required decision open?YesNo

Wait for every required scope approval

Does the scope file lack a deal ID, or does the deal lack a quote ID?YesNo

Tell the sales owner which link is missing

Writes

handoff issue
handoff issue
Your sales owner learns which missing link or locked quote stopped the handoff.

Does the quote block attachment edits?YesNo

Tell the sales owner the quote is locked

Writes

handoff issue
handoff issue
Your sales owner learns which missing link or locked quote stopped the handoff.

Does the quote already hold this approved scope version?YesNo

Keep the existing scope attachment

Download and attach the exact approved scope version

Writes

approved scope attachment
approved scope attachment
Your quote gains the scope file version that passed review, identified by its version ID.

This Agent starts when your team's scope review reaches approval. It checks required decisions and finds the linked draft quote. Then it attaches the exact file version your team approved.

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Google Drive

Used as:

File review tool
Google Drive sends scope review updates and identifies the file version your team approved.
Quote management tool
Google Drive shows whether a quote allows edits and holds its attachments.

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HubSpot

Used as:

Sales CRM
HubSpot links each deal to its draft quote.

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Airtable

Used as:

File review tool
Airtable sends scope review updates and identifies the file version your team approved.

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Salesforce

Used as:

Sales CRM
Salesforce links each deal to its draft quote.

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monday.com

Used as:

File review tool
monday.com sends scope review updates and identifies the file version your team approved.
Sales CRM
monday.com links each deal to its draft quote.
Quote management tool
monday.com shows whether a quote allows edits and holds its attachments.

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Asana

Used as:

File review tool
Asana sends scope review updates and identifies the file version your team approved.

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Google Contacts

Used as:

File review tool
Google Contacts sends scope review updates and identifies the file version your team approved.
Quote management tool
Google Contacts shows whether a quote allows edits and holds its attachments.

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Zoho CRM

Used as:

Sales CRM
Zoho CRM links each deal to its draft quote.

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Podio

Used as:

File review tool
Podio sends scope review updates and identifies the file version your team approved.

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Microsoft Dynamics 365 CRM

Used as:

Sales CRM
Microsoft Dynamics 365 CRM links each deal to its draft quote.

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Bitrix24 CRM

Used as:

Sales CRM
Bitrix24 CRM links each deal to its draft quote.

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Pipefy

Used as:

File review tool
Pipefy sends scope review updates and identifies the file version your team approved.

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Freshsales Suite

Used as:

Sales CRM
Freshsales Suite links each deal to its draft quote.

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Teamleader Focus

Used as:

Sales CRM
Teamleader Focus links each deal to its draft quote.

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Kintone

Used as:

File review tool
Kintone sends scope review updates and identifies the file version your team approved.

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Made for your industry

Attach Approved Scope is made for businesses in these industries.

Advertising and Marketing
Attach the reviewed client scope to the quote for agency work.
Show all Agents for the Advertising and Marketing industry
Consulting
Add the approved engagement scope to the draft client quote.
Show all Agents for the Consulting industry
Construction
Attach the approved project scope to the draft construction quote.
Show all Agents for the Construction industry
Architecture and Engineering
Attach the reviewed project scope to the draft client quote.
Show all Agents for the Architecture and Engineering industry

Made for your role

Attach Approved Scope is made for people in these roles.

Account Executive
Add the approved scope version to your client's draft quote.
Show all Agents for the Account Executive role
Sales Operations Specialist
Attach the approved scope version to the draft quote for review.
Show all Agents for the Sales Operations Specialist role
Sales Manager
Attach the approved scope version to the quote you review.
Show all Agents for the Sales Manager role

Made for your department

Attach Approved Scope is made for people in these departments.

Sales
Add the approved client scope to the draft quote for the deal.
Show all Agents for the Sales department
Sales Operations
Attach the exact scope version that passed review to the draft quote.
Show all Agents for the Sales Operations department
Proposal Management
Put the reviewed scope on the draft quote for approval.
Show all Agents for the Proposal Management department

How Attach Approved Scope works

5 steps, in order, on every run.

Confirm the scope approvalRead the scope review task and its required decisions. Stop if any required reviewer rejects it or has not finished.
Find the linked dealRead the deal ID your team added to the scope file. Open that deal to find its quote ID.
Check the draft quoteOpen the quote and check whether it accepts attachments. Look for that scope version among existing attachments.
Get the reviewed versionDownload the exact scope file version that passed review. Keep its version ID for the attachment name.
Attach the scope fileAdd the reviewed scope file with its version ID in the attachment name. Skip it if that version is already attached.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, HubSpot or Airtable.

15 tools

Set your rules

Put a deal ID in metadata on each scope file and use a review task whose message identifies it as client scope approval.
Store the quote document ID in a field on the sales deal, and connect accounts that can read file review tasks, file versions, deals, and quote attachments.

Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Attach Approved Scope:

What do I need to set up?

You choose a task name for scope approval and add a deal ID to each scope file. Store the draft quote ID on its deal. Connect your file, deal, and quote accounts.

What if a reviewer rejects the scope or has not finished?

Your quote stays unchanged. The Agent attaches the file only after every required reviewer approves it.

What if a deal link is missing or the quote is locked?

The Agent tells your sales owner what blocks the handoff. Your owner can address the missing link or locked quote.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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