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Attach Client Scope

Link the latest client scope and flag differences for quote reviewers

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Attach the latest client scope to quote reviews
Reads
  • Approval submission
    Approval submission

    Your approval submission identifies the quote that entered internal review.

  • Quote and review history
    Quote and review history

    Your quote terms, approval status, reviewer, and earlier comments show what needs attention.

  • Client scope file
    Client scope file

    Your latest client scope shows approved deliverables and when they changed.

  • Approval rules
    Approval rules

    Your team's rules set the evidence, reviewer authority, and access needed for review.

Document approval tool
Document approval tool

Your document approval tool holds the quote, approval status, and reviewer comments.
Document approval tool
File storage service
File storage service

Your file storage service holds the latest client scope and its revision date.
File storage service
Has the quote left its approval step?YesNo
Record the changed status on the quote for a person to resolve
Writes
  • Review gap note
    Review gap note

    Your quote shows the exact gap a person needs to resolve before review continues.

Is the current scope or its revision date missing?YesNo
Record the missing scope details on the quote
Writes
  • Review gap note
    Review gap note

    Your quote shows the exact gap a person needs to resolve before review continues.

Does the reviewer lack approval authority or file access?YesNo
Record the reviewer access gap on the quote
Writes
  • Review gap note
    Review gap note

    Your quote shows the exact gap a person needs to resolve before review continues.

Do the quote facts conflict with the supporting evidence?YesNo
Record the conflicting facts on the quote
Writes
  • Review gap note
    Review gap note

    Your quote shows the exact gap a person needs to resolve before review continues.

Link the scope and note any differences for the approver
Writes
  • Client scope link
  • Quote-scope difference note
    Quote-scope difference note

    Your approver sees any differences between the quote and the client scope.

This Agent waits for a quote to enter internal approval. It checks the quote and current scope, then links the scope and flags differences for the reviewer.

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Google Drive
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Airtable
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OneDrive
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Made for your industry

Attach Client Scope is made for businesses in these industries.

Made for your role

Attach Client Scope is made for people in these roles.

How Attach Client Scope works

3 steps, in order, on every run.

  1. Review the quoteRead the proposed terms and earlier comments. Check the approval status and assigned reviewer's authority before continuing.
  2. Find the current scopeRead the client scope using your chosen revision rule. Record any missing or conflicting details on the quote for your team.
  3. Prepare the approval reviewLink the current scope beside the quote terms. Note any differences for the approver and leave the decision to them.

How to Get Started

Connect your tools

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

10 tools
Set your rules
  • Scope source and revision matching rule
  • Quote approver and file permissions
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 Client Scope:

What do I need to set up?

Choose the scope source and how to match its latest revision to a quote. Give the approver access to the file.

What happens if the scope or approval details don't match?

Your team sees the exact gap on the quote. A person resolves it before the review moves forward.

Does this Agent approve the quote?

No. Your authorized reviewer makes the approval decision after seeing the scope and any differences beside the quote terms.

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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