Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Combine bid PDFs in the listed order and send the proposal link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
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.
Check approved proposals before sending the final link to prospects.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Assemble an RFP response draft and flag missing evidence.
Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.
Complete RFP answer fields and flag missing proof for reviewers.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.
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.