Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Draft project proposals from intake details and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Send complete trade bid packets to reviewers and log the versions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
Flag subcontractor quote changes against signed project terms.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Match bid concessions to the client's latest accepted 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.
Draft project proposals with agreed work and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
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.
Hold construction scope signoff when the team posts a revision.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
Prepare site worker hire forms using role and location rules.
Get new hire packet forms ready for HR review, with details from HR's request filled in and the hire's remaining fields clearly marked.
Request missing direct deposit forms from field crews in private chat.
Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
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.
Attach the approved project scope to the draft construction quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Hold field handoffs when revised drawings change work under a change order.
Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.