AI-Agents for Account Managers in Estimating

Draft new project proposals from client requests and approved rates.

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

Works with29 tools

List changes between a supplier's quote and your signed client agreement.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools

Put the client's submitted scope file on the quote for review.

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 revised quote differences in the deal notes for each account.

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

Works with18 tools