Attach Client Scope AI-Agents for Estimators in Estimating working with Podio
Put the latest client scope beside the quote under review.
Attach Scope Files
Attach the client's scope file to the quote under review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Works with
9 tools
9 tools
Attach Scopes to Quotes
Attach the latest project scope to draft quotes for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
1–2 of 2
