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.
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.