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Attach Scopes to Quotes

Attach the latest client scope PDF to draft quotes before approval

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Attach the latest scope PDF to a draft quote
Reads
  • Draft quote
    Draft quote

    Your draft quote supplies its client ID and current attachments when it reaches draft status.

  • client scope documents
    client scope documents

    Your client scope documents provide client IDs, scope tags, dates, and the PDF to attach.

Document management tool
Document management tool

Your document management tool holds quotes and client scope documents so the Agent can attach the right PDF.
Is the quote's client ID missing or ambiguous?YesNo
Ask the sales owner to identify the client
Writes
  • Client identification request
    Client identification request

    Your sales owner gets a request when the quote has no clear client ID.

Are there no matching client scope documents?YesNo
Report the missing scope to the sales owner
Writes
  • Missing scope notice
    Missing scope notice

    Your sales owner learns that this client has no matching client scope document in the workspace.

Is the draft quote locked?YesNo
Report the quote lock to the sales owner
Writes
  • Locked quote notice
    Locked quote notice

    Your sales owner learns that the quote cannot accept an attachment while locked.

Is the newest scope PDF already attached?YesNo
Leave the matching PDF in place
Attach the newest scope PDF to the draft quote
Writes
  • Scope PDF attachment
    Scope PDF attachment

    Your draft quote carries the newest matching scope PDF for the approver to open.

This Agent waits for a draft quote. It finds the newest scope for that client in your workspace. It attaches the PDF so your approver can review both together.

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monday.com
Used as:
Show all Agents working with monday.com
Podio
Used as:
Show all Agents working with Podio

Made for your industry

Attach Scopes to Quotes is made for businesses in these industries.

Made for your role

Attach Scopes to Quotes is made for people in these roles.

Made for your department

Attach Scopes to Quotes is made for people in these departments.

How Attach Scopes to Quotes works

3 steps, in order, on every run.

  1. Confirm the draft quoteCheck the quote's draft status and client ID. Ask the sales owner to resolve any missing or unclear match.
  2. Find the newest client scopeFind scope documents with the same client ID and your scope tag. Choose the newest by your date rule, or alert the sales owner if none exist.
  3. Attach the scope PDFCheck existing attachments and skip the same scope version if present. Otherwise, download its PDF and attach it to the draft quote.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com or Podio.

2 tools
Set your rules
  • Use a client ID metadata field on quote and scope documents, and tag scope documents as client scope.
  • Choose whether the newest scope means the most recent creation date or the most recent content revision, and connect an account with document read, download, and attachment access.
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 Scopes to Quotes:

How does it choose the latest scope?

You choose whether latest means the newest creation date or content revision. Add a shared client ID and scope tag to help match documents.

What if the quote has no clear client match?

The sales owner needs to identify the client. The Agent leaves the draft untouched when the match is missing or unclear.

What if a scope is missing or the quote is locked?

The sales owner gets the missing scope or lock issue to resolve. The Agent does not send the quote for approval.

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.

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