AI-Agents for Account Executives in Revision Tracking working with Podio
Carry revision notes, check latest drafts, compare approved terms. Every one is ready to run, and you can adjust it in plain language.
Add the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsAttach 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.
9 toolsRecord the proof revision sent to each client reviewer.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsReopen review when a client's proposal changes after a decision.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsKeep the latest client scope beside quotes awaiting approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsPut 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.
