AI-Agents for Sales Operations Specialists in Evidence Checking working with Podio
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Attach the approved scope version to the draft quote for review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsAttach 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.
9 toolsAttach current client scope to quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAttach 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.
