AI-Agents for Approvals in Architecture and Engineering

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

Turn project briefs into design proposals with scoped fees and milestones.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Notify Deal Owners

Alert deal owners when design proposals need revision.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Review Revised Quotes

Compare subconsultant quotes with signed client scope and fees.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools
Draft and Send Proposals

Draft design proposals from client needs and project milestones.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Check Quote Concessions

Check design fee concessions against the client's email agreement.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools
Draft Business Proposal

Draft design proposals with agreed scope and project milestones.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Draft Business Proposal

Build design service proposals around approved scope, fees, and milestones.

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools
Draft RFP Proposal

Draft design proposals against project requirements and approved fees.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Hold Scope Signoff

Pause design scope approval when a revision reaches the review chat.

Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.

Works with8 tools
Add Shared Channel Members

Bring project partners into one design channel with owner approval.

People can join the Microsoft Teams shared channel they need without joining the whole team. You get a clear answer when access needs approval.

Works with7 tools
Assign PDF Rework

Return rejected drawing PDFs to their makers with the review reason.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Attach Approved Scope

Attach the reviewed project scope to the draft client quote.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools
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