Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Welcome new clients with project details and a shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Welcome signed clients with the scope and next steps agreed with them.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Send approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.