AI-Agents for Account Executives in Estimating

Turn prospect briefs into priced proposal drafts for review.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Attach the client's scope before the quote reaches 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

See how a revised customer quote compares with the approved deal.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

Put the latest client scope beside each draft quote for review.

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

Works with

Send due quote follow-ups and flag prospects who respond.

Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.

Works with