AI-Agents for Estimating
Estimating teams use Agents to keep quote reviews tied to current scope.
Calculate proposal lines from approved rates and requested quantities.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsSpot price and scope changes in supplier quotes against signed terms.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsAttach the submitted project scope to the draft quote for review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsCheck revised quote totals against the amount approved for each deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsAttach the latest project scope PDF to draft quotes for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Check in on pending estimates and flag clients who respond.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
