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Attach Scope Files
Attach client scope files to draft quotes for review
Use this Agent instantly or customize it - no programming needed
- Submission IDSubmission ID
Your form assigns this ID to the client's completed submission.
- Quote IDQuote ID
Your client enters the ID of the draft quote that needs the scope file.
- Client IDClient ID
Your client enters their ID so the attachment name identifies their scope.
- Scope revisionScope revision
Your client names the revision so its attachment stays distinct from later submissions.
- Scope fileScope file
Your client uploads the final scope file with their form submission.
Your client intake form sends completed scope forms with each client's quote ID and uploaded file.
- Attachment failureAttachment failure
Your account manager receives the exact reason the quote rejected the scope file.
Your quote document tool holds the draft quote and accepts its scope file as an attachment.
- Scope attachmentScope attachment
Your approver sees the client's scope on the quote, with an attachment ID for the submission.
This Agent waits for a completed client scope form. It reads the quote ID and file, then attaches the file to that draft quote. Your approver sees the client's scope beside the quote.
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Google DriveUsed as:
- Client intake form
Google Drive sends completed scope forms with each client's quote ID and uploaded file.
- Quote document tool
Google Drive holds the draft quote and accepts its scope file as an attachment.
JotformUsed as:
- Client intake form
Jotform sends completed scope forms with each client's quote ID and uploaded file.
Google ContactsUsed as:
- Client intake form
Google Contacts sends completed scope forms with each client's quote ID and uploaded file.
- Quote document tool
Google Contacts holds the draft quote and accepts its scope file as an attachment.
TallyUsed as:
- Client intake form
Tally sends completed scope forms with each client's quote ID and uploaded file.
Cognito FormsUsed as:
- Client intake form
Cognito Forms sends completed scope forms with each client's quote ID and uploaded file.
Microsoft SharePointUsed as:
- Quote document tool
Microsoft SharePoint holds the draft quote and accepts its scope file as an attachment.
Zoho FormsUsed as:
- Client intake form
Zoho Forms sends completed scope forms with each client's quote ID and uploaded file.
PodioUsed as:
- Client intake form
Podio sends completed scope forms with each client's quote ID and uploaded file.
FormstackUsed as:
- Client intake form
Formstack sends completed scope forms with each client's quote ID and uploaded file.
Made for your industry
Attach Scope Files is made for businesses in these industries.
- Advertising and Marketing
Attach the client's campaign scope to its draft agency quote.
Show all Agents for the Advertising and Marketing industry - IT Services
Attach the client's implementation scope to the draft services quote.
Show all Agents for the IT Services industry - Consulting
Put the client's engagement scope beside the draft consulting quote.
Show all Agents for the Consulting industry - Construction
Attach the submitted job scope to the draft construction quote.
Show all Agents for the Construction industry - Graphic Design
Attach the client's design scope to the draft project quote.
Show all Agents for the Graphic Design industry - Architecture and Engineering
Add the client's project scope to the draft design quote.
Show all Agents for the Architecture and Engineering industry - Printing
Attach the client's print job scope to the draft quote.
Show all Agents for the Printing industry
Made for your role
Attach Scope Files is made for people in these roles.
- Account Executive
Attach the client's scope before the quote reaches approval.
Show all Agents for the Account Executive role - Sales Operations Specialist
Attach client scope files to draft quotes before approval.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Put the client's scope beside the quote awaiting your approval.
Show all Agents for the Sales Manager role - Account Manager
Put the client's submitted scope file on the quote for review.
Show all Agents for the Account Manager role - Estimator
Attach the client's scope file to the quote under review.
Show all Agents for the Estimator role
Made for your department
Attach Scope Files is made for people in these departments.
- Sales
Put the client's submitted scope beside the draft quote for deal review.
Show all Agents for the Sales department - Sales Operations
Attach each submitted scope file to its matching draft quote.
Show all Agents for the Sales Operations department - Client Services
Put the client's submitted scope on the quote awaiting approval.
Show all Agents for the Client Services department - Proposal Management
Add the client's scope file to the draft quote before approval.
Show all Agents for the Proposal Management department - Estimating
Attach the submitted project scope to the draft quote for review.
Show all Agents for the Estimating department
How Attach Scope Files works
3 steps, in order, on every run.
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Read the submitted scopeRead the quote ID and uploaded file from the completed form. Keep the submission open for the account manager if either is missing.
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Attach the scope fileName the file with the client ID and revision. Add it to the draft quote named in the form for the approver.
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Report blocked attachmentsReport a locked quote or rejected file format to the account manager. Leave the submitted file available in the form.
How to Get Started
Connect the tools you already use, such as Google Drive, Jotform or Google Contacts.
9 tools
- Create a client scope form with required quote ID, client ID, scope revision, and file upload fields, and tell clients to submit the final scope as PDF, DOCX, or RTF.
- Map the form's quote ID to the destination quote document and grant access to read uploads and create quote attachments.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Scope Files:
You require a quote ID on the form and map it to your quote documents. Your client or account manager enters the draft quote ID.
You create a scope form with required client ID and revision fields. Add a file upload field and allow access to create quote attachments.
You set the revision on the form. A later submission adds another attachment named with that revision.
Your account manager gets the specific reason, such as a locked quote or rejected file format. The submitted file stays available in the form.
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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