Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Combine bid proposals and supporting PDFs into one packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Send approved build contracts 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.
Send approved subcontract agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved subcontract agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Merge linked plan sections into one packet for project review.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Send approved project contracts for signature and notify their owners.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Route approved subcontracts to signers in the stated order.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send approved project agreements to the required signers.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Send approved subcontract agreements for signature.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Send approved build contracts to the named client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Transcribe posted site notices onto work orders for office review.
Get the wording from posted notice photos on your work order cards, with unclear passages marked for office review.
Route project agreements to required signers and flag unsigned contracts.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.