Copy decisions to tasks, tell owners about rejections, pass on revision notes. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Capture jobsite meeting decisions and follow-ups in one note.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Record the gap between a revised construction quote and the approved amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
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.
Assign revision tasks when project proposals fail internal approval.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
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.
Link subcontractor bill decisions to finance tasks.
Your finance team sees the decision and next step in its task, with a link back to the bill.