AI-Agents for Client Services in Construction working with Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Draft Business Proposal
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Attach Scope Files
Put the client's submitted scope on the quote awaiting approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Works with
9 tools
9 tools
Send Client Contracts
Send client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Works with
24 tools
24 tools
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