Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Combine drawing sheets into one PDF in the specified page order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Assemble project report PDFs in page order and save a shared copy.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Assemble drawing PDFs in order and send the combined file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Merge linked plans and reports into one ordered project PDF.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Send project agreements for client signature and file final copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Share approved design tracker rows with project partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Merge project proposals and supporting PDFs in bid order.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Send approved project agreements for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Combine design PDFs in task order into one review packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Send approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send design agreements for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send approved design service agreements for project signatures.
Your signers receive the service agreement by email, and you can find its signing link in the client project.