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AI-Agents for Account Executives in Estimating in Request Intake working with Jotform

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Attach Scope Files

Attach the client's scope before the quote reaches approval.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools
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AI-Agents for Proposal Management working with Formstack 2 Agents AI-Agents for Estimating in Evidence Gathering 2 Agents