AI-Agents for Estimating in Document Review working with Podio
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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 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.
