Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Email policy owners about card charges that breach jobsite spending rules.
Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.
Show when a revised supplier quote changes an approved project purchase.
See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.
Hold contractor bill reviews when suppliers correct invoices.
Your bill review stays on hold when a supplier sends a corrected invoice, with both versions and the earlier decision linked for your reviewer.
Return subcontractor contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Turn approved project estimates into proposals for the deal owner to review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Request missing quotes before job purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Hold scheduled subcontractor bills when corrected invoices arrive.
Your AP clerk sees the earlier bill on hold, with the supplier's correction and changed fields ready for review.
Send approved project agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send final project agreements to the listed signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Flag missing invoice images on supplier bills before approval.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
Attach supplier invoices to bills awaiting project approval.
Your bill reviewers can open the supplier's original invoice from the pending bill, even when the file arrives later.
Draft construction bids with approved scope and project milestones.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.