Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Escalate stalled job purchases before supplier quotes expire.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.
Alert the policy owner when jobsite purchase requests cross spending limits.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Flag changes to approved project scope in revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Attach current project files before approval review.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Return subcontract approvals with missing contract files for correction.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Alert bid owners when proposal approval calls for revisions.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Note differences between job scope and quoted work for approvers.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Hold construction quotes when an internal approval is missing.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
Show remaining budget beside equipment purchase requests.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
Put project approval decisions in the next owner's task.
Your task owner sees the form decision and next step in their task, with a link back to the original submission.