Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Shape campaign requests into proposals with approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Rank campaign requests alongside open meeting follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Put client PDF markups and fixes on the right campaign task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
Spot vendor quote changes against signed campaign terms.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Put emailed campaign feedback on the right card for the creative team.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
Log client decisions against the exact campaign proof.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
Verify campaign quote concessions against the client's written terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Shape campaign discovery notes into proposals with approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Route campaign assets for review with verified file links.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
Flag access gaps in campaign proofs before due client reviews.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
Check reviewer access to campaign proofs before creative reviews begin.
See whether your reviewer has direct access to a proof before you ask for feedback, right in the conversation where you asked.
Record client service terms from contracts shared by account teams.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.