Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Flag quote exceptions against approved deal terms.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Spot quotes held up by missing commercial approval.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.