Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Draft project proposals from intake details and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Show possible repeat requests from project teams in the purchase sheet.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
Show material invoice differences against project purchase orders.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
Pair repeat supplier quotes with requests for job materials.
Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.
Email deal owners when project proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Flag subcontractor quote changes against signed project terms.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Turn project requirements into proposals with milestones and costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Track emailed jobsite purchases and ask for missing details.
You can track emailed purchase requests on cards while employees get a clear list of missing details.
Ask for missing reasons on large project purchases before approval.
Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.
Attach subcontractor W-9s to matching purchase requests.
Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.
Match bid concessions to the client's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Draft project proposals with agreed work and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.