AI-Agents for Estimating in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
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.
Works with
29 tools
29 tools
Attach Scope Files
Attach 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.
Works with
9 tools
9 tools
Attach Scopes to Quotes
Attach 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.
Works with
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