AI-Agents for Estimators in Sales Operations working with monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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 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 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.
