AI-Agents for Client Services in Revision Tracking
Carry revision notes, check latest drafts, compare approved terms. Every one is ready to run, and you can adjust it in plain language.
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
