Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Turn project briefs into design proposals with scoped fees and milestones.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
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.
Mark matching project files before design folders change hands.
You can review marked extra copies and their locations before handing a shared folder to another team.
Alert deal owners when design proposals need revision.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Compare subconsultant quotes with signed client scope and fees.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Send design review transcripts with timestamps for meeting minutes.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
Draft design proposals from client needs and project milestones.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Flag project scope and delivery commitments in signed client contracts.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Send design reviewers the name and link of each new project file.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Mark extra copies of design files and link the oldest one to keep.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
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.
Flag or trash identical drawing files and email which copy stays.
Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.