Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Check design fee concessions against the client's email agreement.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Draft design proposals with agreed scope and project milestones.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.