AI-Agents for Sales Operations in Graphic Design 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
Record the proposal handoff and alert its owner privately.
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
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
9 tools
9 tools
Published by
Approvals Essentials
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