Create invoice PDFs, transcribe recordings, format documents. Every one is ready to run, and you can adjust it in plain language.
Draft jobsite hire packets and flag missing first-day plans.
Get a new hire packet draft in your manager chat, using the materials you choose and flagging first-day details to confirm.
Assemble linked bid or project PDFs in the team's requested order.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Assemble jobsite arrival details and forms for accepted hires.
Your new hire orientation packet is ready to review in the onboarding chat, with first-day details and form links matched to the hire.
Collect approved files for new site hires in one packet folder.
Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.
Join project report PDFs into one file for team review.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
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.
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.
Prepare packets for new field and office hires from approved forms.
Your new hire gets welcome, benefits, and setup documents matched to their details. HR gets a private record of delivery and signatures needed.
Draft bid proposals from project requirements and approved costs.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Draft project proposals with the requested work and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft project proposals with agreed work, schedule, and price.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Draft project proposals with approved costs and open scope questions.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.