AI-Agents for Sales Managers in Estimating
With Agents, Sales Managers can give their teams and key deals more attention.
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsPut the client's scope beside the quote awaiting your approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsSee the quote variance before approving revised pricing.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsBring the latest client scope into each draft quote for approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
