Attach Client Scope AI-Agents for Consulting
Put the latest client scope beside the quote under review.
Add the approved engagement 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 toolsPut the client's engagement scope beside the draft consulting quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsKeep draft client quotes aligned with the latest engagement scope.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsKeep engagement scope beside proposed terms for review.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsPair each draft engagement quote with the latest client scope.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
