AI-Agents for Estimating in Request Intake working with Podio

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

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.

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.

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