AI-Agents for Sales Operations in Request Intake working with Microsoft SharePoint
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Attach Scope Files
Attach each submitted scope file to its matching draft quote.
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 Client Scope
Link the latest client scope to quotes awaiting internal approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Works with
8 tools
8 tools
Published by
Approvals Essentials
Attach Proposal Packets
Gather proposal packet files from shared folders before approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
Works with6 tools
6 tools
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