AI-Agents for Sales Operations Specialists in Estimating working with Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Draft Business Proposal
Match proposal pricing to approved services and flag exceptions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Attach Scope Files
Attach client scope files to draft quotes before approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Works with
9 tools
9 tools
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