AI-Agents for Sales Managers in Sales in Architecture and Engineering working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Alert Proposal Owners
Send rejection comments to the proposal owner after your review.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Works with
18 tools
18 tools
Published by
Approvals Essentials
Attach Client Scope
Show the current client scope beside quotes for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Works with
9 tools
9 tools
Published by
Approvals Essentials
Check Quotes Before Sending
See which team quotes need your review before they go out.
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.
Works with
10 tools
10 tools
Published by
Approvals Essentials
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