AI-Agents for Sales Operations Specialists working with OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Attach Client Scope
Attach current client scope to quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Works with
8 tools
8 tools
Published by
Approvals Essentials
Attach Proposal Packets
Complete proposal packets from shared folders before approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
Works with6 tools
6 tools
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