Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Flag copied project documents before handing over a shared folder.
You can review marked extra copies and their locations before handing a shared folder to another team.
Return supplier forms with details that conflict with materials purchase orders.
Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.
Email deal owners when project proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Email project meeting transcripts for reviewing build discussions.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
Email project reviewers links to new plans placed in the review folder.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Email a weekly list of matching project documents and their locations.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Email construction suppliers about missing remittance contacts.
Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.
Return subcontractor contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Request missing quotes before job purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Flag missing invoice images on supplier bills before approval.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
Flag changes to approved project scope in revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Record the gap between a revised construction quote and the approved amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.