AI-Agents for Sales Managers in Request Intake working with Podio
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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 toolsAttach the approved scope version to the quote you review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 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 toolsShow the current client scope beside quotes for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsTurn targeting requests into researched lead lists for campaign review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 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.
