AI-Agents for Sales Operations Specialists in Estimating in Request Intake
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 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
