Brief & Quote
SmartBrief intake, Smart Scope generation, scope building, and quote management now live in one workflow area.
SmartBrief → Scope (AI / Presets / Builder) → Quote → Engagement → Planning → Tracking
Core Workflow
Primary entry points for briefs, scope, and quoting.
Brief Explorer
Review briefs, statuses, scores, and edit draft briefs.
Open Explorer →
New Brief
Start a new SmartBrief intake and capture the commercial request.
Create Brief →
Smart Quote Explorer
Browse quotes, linked briefs, current versions, and execution links.
Open Quotes →
New Smart Quote
Start a quote from a brief, an engagement scope, or a fast quote path.
Start Quote →
Supporting Tools
Supporting surfaces for fast quoting and template maintenance.