Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Surface changed quote terms to the assigned reviewer.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Keep quote reviews tied to the latest deal scope.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
Give quote approvers the current scope and any differences.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Keep quote handoffs from moving past missing approvals.
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.
Clear quote approvals by checking offer dates and customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
Keep draft quotes paired with the latest client scope for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.