AI-Agents for Estimators in Client Services working with Zoho Forms
Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
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
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