Attach Client Scope AI-Agents for Proposal Management

Put the reviewed scope on the draft quote for approval.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools

Add the client's scope file to the draft quote before approval.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Replace old scope files on draft quotes before approval.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools

Note differences between quoted terms and client scope for reviewers.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools

Add the latest client scope PDF to quote drafts for internal review.

Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.

Works with