AI-Agents for Client Services in Revision Tracking working with Microsoft SharePoint
Carry revision notes, check latest drafts, compare approved terms. Every one is ready to run, and you can adjust it in plain language.
Attach Scope Files
Put the client's submitted scope on the quote awaiting 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
Log Proof Revision
Note which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
Works with
12 tools
12 tools
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