Attach Client Scope AI-Agents for Client Services
Put the latest client scope beside the quote under review.
Attach Scope Files
Put the client's submitted scope on the quote awaiting 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
Keep each draft client quote paired with the latest scope PDF.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
1–2 of 2
