AI-Agents for Proposal Management in Request Intake working with Cognito Forms
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
Build proposal drafts with priced scope and open questions.
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
Add the client's scope file to the draft quote before 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
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