AI-Agents for Account Executives in Estimating working with Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Attach Scope Files
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 with
9 tools
9 tools
Compare Quote Totals
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 with
18 tools
18 tools
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