Attach Client Scope AI-Agents for Estimating
Put the latest client scope beside the quote under review.
Attach Scope Files
Attach the submitted project scope to the draft quote for review.
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 project scope PDF to draft quotes for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
1–2 of 2
