Attach Client Scope AI-Agents for Deal Desk Analysts working with monday.com
Put the latest client scope beside the quote under review.
Replace Quote Scope
Put the latest deal scope beside the draft quote you review.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
Works with
6 tools
6 tools
Attach Client Scope
Note differences between proposed terms and client scope.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Works with
8 tools
8 tools
Published by
Approvals Essentials
Attach Scopes to Quotes
Add the latest client scope to draft quotes for deal review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
1–3 of 3
