AI-Agents for Sales Managers in Evidence Gathering working with Microsoft SharePoint
Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Attach Scope Files
Put the client's scope beside the quote awaiting your approval.
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 Client Scope
Show the current client scope beside quotes for approval.
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
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