Agents help printing businesses keep print jobs on track and give teams more time for clients.
Check 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.
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.
Check 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.
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.