Review Quotes Against Parsed Scope
Bring the quote and the source scope together before a mismatch becomes a longer conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Lists all quotes.
Why this helps
Quote details can drift from a client's original scope when requirements are scattered across documents.
- Review quotes against source scope on a schedule.
- Surface possible discrepancies for confirmation.
- Keep the comparison focused on available evidence.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve quotes and compare their available details with supplied parsed scope, reporting questions for human review.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real quote and its parsed scope.
Questions about this workflow
Will this change a quote?
No. It retrieves quotes and reports possible differences for a person to check.
Can it compare quote line items?
Only when the returned quote details and supplied parsed scope contain enough information. Missing detail should be reported rather than assumed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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