Attach Client Scope AI-Agents for Sales Operations Specialists in Client Services
Put the latest client scope beside the quote under review.
Attach Scope Files
Attach client scope files to draft quotes before 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 Scopes to Quotes
Attach the latest client scope before each quote goes for approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
1–2 of 2
