AI-Agents for Estimators in Sales Operations
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.
29 toolsBuild proposal costs from approved rates and requested work.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsCheck bid concessions against the client's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsAttach 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.
9 toolsCheck whether your quote has the sign-off needed to send.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
5 toolsAttach 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.
