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Replace Quote Scope
Swap the scope attachment on draft quotes after deal revisions
Use this Agent instantly or customize it - no programming needed
- Deal scope changeDeal scope change
Your deal change identifies the deal whose scope file ID changed.
- Quote linkQuote link
Your deal holds the ID of the draft quote that needs the revised scope.
- Revised scope fileRevised scope file
Your revised deal file supplies the scope to attach and its source file ID.
- Quote statusQuote status
Your quote status shows whether the draft can still accept attachment changes.
- Scope attachmentsScope attachments
Your quote's managed scope attachments show which version it currently carries.
Your sales CRM reports deal changes and provides the quote link and revised scope file.
Your quote document tool shows the quote's status and lets the Agent replace its scope attachment.
- Deal owner noticeDeal owner notice
Your deal owner learns what is missing or why the revised scope has not reached the quote.
- Deal owner noticeDeal owner notice
Your deal owner learns what is missing or why the revised scope has not reached the quote.
- Deal owner noticeDeal owner notice
Your deal owner learns what is missing or why the revised scope has not reached the quote.
- Current scope attachmentCurrent scope attachment
Your draft quote carries the revised scope, identified by its attachment and source file IDs.
- Removed scope attachmentRemoved scope attachment
Your quote no longer carries the older managed scope attachment, when one existed.
This Agent responds when sales records a new scope file on a deal. It checks the linked quote and swaps the scope attachment if the quote is editable. Your reviewer sees the current scope.
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Google DriveUsed as:
- Quote document tool
Google Drive shows the quote's status and lets the Agent replace its scope attachment.
LeadConnectorUsed as:
- Sales CRM
LeadConnector reports deal changes and provides the quote link and revised scope file.
monday.comUsed as:
- Sales CRM
monday.com reports deal changes and provides the quote link and revised scope file.
- Quote document tool
monday.com shows the quote's status and lets the Agent replace its scope attachment.
Google ContactsUsed as:
- Quote document tool
Google Contacts shows the quote's status and lets the Agent replace its scope attachment.
Microsoft Dynamics 365 CRMUsed as:
- Sales CRM
Microsoft Dynamics 365 CRM reports deal changes and provides the quote link and revised scope file.
Teamleader FocusUsed as:
- Sales CRM
Teamleader Focus reports deal changes and provides the quote link and revised scope file.
Made for your industry
Replace Quote Scope is made for businesses in these industries.
- Advertising and Marketing
Swap old campaign scopes out of draft client quotes.
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Keep draft client quotes aligned with the latest engagement scope.
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Keep draft quotes current when the project scope changes.
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Replace old project scopes on draft design quotes.
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Update draft fee quotes with the latest project scope.
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Made for your role
Replace Quote Scope is made for people in these roles.
- Account Executive
Update your draft quote with the scope you just revised.
Show all Agents for the Account Executive role - Sales Operations Specialist
Swap outdated scope files on draft quotes after deal revisions.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Keep draft quotes current for scope reviews before approval.
Show all Agents for the Sales Manager role - Sales Operations Manager
Keep quote reviews tied to the latest deal scope.
Show all Agents for the Sales Operations Manager role - Proposal Manager
Replace stale scope attachments on draft client quotes.
Show all Agents for the Proposal Manager role - Deal Desk Analyst
Put the latest deal scope beside the draft quote you review.
Show all Agents for the Deal Desk Analyst role
Made for your department
Replace Quote Scope is made for people in these departments.
- Sales
Put the latest deal scope on draft quotes for customer review.
Show all Agents for the Sales department - Sales Operations
Keep draft quotes aligned with revised deal scopes.
Show all Agents for the Sales Operations department - Proposal Management
Replace old scope files on draft quotes before approval.
Show all Agents for the Proposal Management department
How Replace Quote Scope works
3 steps, in order, on every run.
-
Find the revised scopeRead the deal's quote link and download its new scope file. Ask the deal owner for any missing link.
-
Check the quoteCheck that the quote is editable and find its managed scope attachment. Tell the deal owner if a locked quote blocks the update.
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Replace the scope attachmentUpload the revised scope file, then remove the old managed attachment. Keep the old file and tell the deal owner if the upload fails.
How to Get Started
Connect the tools you already use, such as Google Drive, LeadConnector or monday.com.
6 tools
- Add deal fields for the quote document ID and current scope file ID; sales updates the scope file ID only after uploading the revised file to the deal.
- Use a stable prefix and source file ID in scope attachment names, and connect accounts with deal file read and quote attachment edit access.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Replace Quote Scope:
You add the quote document ID and current scope file ID to each deal. Sales updates the file ID after uploading a revision.
No. You choose a prefix for scope attachment names. The Agent removes only a managed scope attachment tied to an earlier deal file.
The old attachment stays in place. The deal owner gets a request for a missing link or a notice that the revision did not reach the quote.
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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