Agents give Estimators more time to weigh costs and shape bids.
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.
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.
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.
Ask clients about pending estimates when the agreed date arrives.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.