AI-Agents for Proposal Management 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.
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.
15 toolsAdd 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.
9 toolsNote 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.
8 toolsAdd 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.
