AI-Agents for Estimators in Client Services working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Draft Business Proposal
Calculate proposal cost lines from approved rates and stated quantities.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Attach Scope Files
Attach the client's scope file to the quote under review.
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
Attach Scopes to Quotes
Attach the latest project scope to draft quotes for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Works with
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