AI-Agents for Request Intake in Architecture and Engineering
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Attach the reviewed project scope to the draft client quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsAdd the client's project scope to the draft design quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsUpdate draft fee quotes with the latest project scope.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsLink the current project scope to design quote reviews.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAdd the latest project scope PDF to each draft design quote.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
