Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Combine bid PDFs in the requested order for the handoff thread.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Merge proposal and supporting PDFs in the order listed on the deal.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Combine bid sections into one PDF for proposal review.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.