Attach Client Scope AI-Agents for Sales Operations working with Podio
Put the latest client scope beside the quote under review.
Attach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsAttach each submitted scope file to its matching draft quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsLink the latest client scope to quotes awaiting internal approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAttach the latest client scope PDF to each quote before approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
